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Live Oak Bancshares
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Overview Fund Activity

207 hedge funds and large institutions have $917M invested in Live Oak Bancshares in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 59 reducing their positions, and 35 closing their positions.

Holders
207
Holders Change
-14
Holders Change %
-6.33%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
91
Reduced
59
Closed
35
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
-$997K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M
2
CP
2
CenterBook Partners
Connecticut
$10.6M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$9.67M
4
BFM
4
Boothbay Fund Management
New York
$4.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$11.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$1.44M
3
Jane Street
3
Jane Street
New York
$282K
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$27.3M
5
BCM
5
Bridgeway Capital Management
Texas
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.97M 200,403 +12,037 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.4M 181,269 +36,152 +25%
Raymond James Financial
28
Raymond James Financial
Florida
$5.35M 179,683 +10,033 +6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$5.27M 176,730 +11,522 +7%
N
30
Numerai
California
$5.22M 175,023 +110,950 +173%
AG
31
Algert Global
California
$4.99M 167,520 +68,204 +69%
BFM
32
Boothbay Fund Management
New York
$4.72M 158,450 +158,450 New
Squarepoint
33
Squarepoint
New York
$4.56M 153,078 +53,427 +54%
RHJA
34
Rice Hall James & Associates
California
$4.42M 148,233 -7,238 -5%
Bank of America
35
Bank of America
North Carolina
$3.84M 128,823 +14,382 +13%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$3.76M 126,023 -11,940 -9%
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$3.68M 123,548 +35,674 +41%
BCM
38
Bridgeway Capital Management
Texas
$3.61M 121,116 -69,566 -36%
Wells Fargo
39
Wells Fargo
California
$3.43M 115,141 +46,204 +67%
UBS Group
40
UBS Group
Switzerland
$3.36M 112,769 -921 -0.8%
Ameriprise
41
Ameriprise
Minnesota
$3.32M 111,366 +40,167 +56%
TI
42
Trexquant Investment
Connecticut
$3.2M 107,433 +46,149 +75%
MFAM
43
Motley Fool Asset Management
Virginia
$3.04M 101,910 +14,270 +16%
American Century Companies
44
American Century Companies
Missouri
$2.84M 95,253 -26,054 -21%
EOJOAM
45
E. Ohman J:or Asset Management
Sweden
$2.76M 92,505 +2,536 +3%
UBS AM
46
UBS AM
Illinois
$2.74M 91,971 +34,237 +59%
Walleye Capital
47
Walleye Capital
New York
$2.69M 90,117 +34,424 +62%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.66M 89,204 +3,059 +4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.66M 89,187 +6,716 +8%
Barclays
50
Barclays
United Kingdom
$2.58M 86,477 +25,284 +41%
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