LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

199 hedge funds and large institutions have $1.19B invested in Live Oak Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
56
Reduced
60
Closed
22
Calls
$3.49M
Puts
$1.89M
Net Calls
+$1.6M
Net Calls Change
-$2.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$18.6M
2
Millennium Management
Millennium Management
New York
$23.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.56M
4
Ameriprise
Ameriprise
Minnesota
$40.5M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.73M
2
BlackRock
BlackRock
New York
$114M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.1M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$74.2M
5
MCA
Mendon Capital Advisors
Florida
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
26
Jupiter Asset Management
United Kingdom
$6.4M +$468K +11,264 +8%
Goldman Sachs
27
Goldman Sachs
New York
$6.26M -$606K -14,589 -9%
Bank of America
28
Bank of America
North Carolina
$6.18M +$1.19M +28,723 +24%
MFWM
29
Motley Fool Wealth Management
Virginia
$6.11M -$216K -5,208 -3%
DCM
30
Driehaus Capital Management
Illinois
$5.92M -$2.64M -63,555 -31%
RHJA
31
Rice Hall James & Associates
California
$5.73M -$266K -6,408 -4%
PIM
32
Profit Investment Management
Maryland
$5.35M – – –
SIC
33
Salem Investment Counselors
North Carolina
$5.19M -$1.01M -24,275 -16%
HA
34
Homestead Advisers
Virginia
$5.11M – – –
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$5.08M +$2.85M +68,549 +127%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$4.92M +$81.4K +1,961 +2%
TAM
37
Trillium Asset Management
Massachusetts
$4.77M +$199K +4,792 +4%
Morgan Stanley
38
Morgan Stanley
New York
$4.73M -$8.45M -203,600 -64%
BCM
39
Bridgeway Capital Management
Texas
$4.06M +$270K +6,500 +7%
AG
40
Algert Global
California
$3.85M +$559K +13,470 +17%
RJA
41
Raymond James & Associates
Florida
$3.78M -$30.2K -728 -0.8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$3.58M -$201K -4,854 -5%
CS
43
Credit Suisse
Switzerland
$3.57M -$650K -15,666 -15%
CRC
44
Curi RMB Capital
Illinois
$3.11M -$1.04M -25,000 -25%
Deutsche Bank
45
Deutsche Bank
Germany
$2.93M +$19.7K +474 +0.7%
MCA
46
Mendon Capital Advisors
Florida
$2.87M -$4.47M -60,900 -61%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$2.85M +$152K +3,658 +6%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.76M -$2.56M -61,776 -48%
MFAM
49
Motley Fool Asset Management
Virginia
$2.75M +$387K +9,317 +16%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.72M – – –
1
2
3 4 5