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Live Oak Bancshares
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Overview Fund Activity

197 hedge funds and large institutions have $1.04B invested in Live Oak Bancshares in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
70
Reduced
56
Closed
26
Calls
$1.24M
Puts
$1.25M
Net Calls
-$4K
Net Calls Change
-$1.6M

Top Buyers

1
NRCM
North Reef Capital Management
California
$10.5M
2
BTI
Blue Trust Inc
Georgia
$10.5M
3
Capital International Investors
Capital International Investors
California
$25.2M
4
Citadel Advisors
Citadel Advisors
Florida
$6.69M
5
CP
CenterBook Partners
Connecticut
$5.53M

Top Sellers

1
VA
Vident Advisory
Georgia
$2.43M
2
DCM
Driehaus Capital Management
Illinois
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$974K
4
Millennium Management
Millennium Management
New York
$17.2M
5
American Century Companies
American Century Companies
Missouri
$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$6.2M +$607K +17,320 +11%
CP
27
CenterBook Partners
Connecticut
$5.53M +$3.76M +107,214 +212%
Norges Bank
28
Norges Bank
Norway
$5.5M -$259K -7,399 -5%
JAM
29
Jupiter Asset Management
United Kingdom
$5.4M – – –
MFWM
30
Motley Fool Wealth Management
Virginia
$5.33M +$214K +6,146 +4%
RHJA
31
Rice Hall James & Associates
California
$4.64M -$198K -5,642 -4%
TAM
32
Trillium Asset Management
Massachusetts
$4.32M +$288K +8,223 +7%
HA
33
Homestead Advisers
Virginia
$4.31M – – –
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$4.24M -$51.9K -1,480 -1%
PIM
35
Profit Investment Management
Maryland
$4.21M -$312K -8,891 -7%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$4.21M +$46.9K +1,339 +1%
Bank of America
37
Bank of America
North Carolina
$3.91M -$1.31M -37,385 -25%
UBS AM
38
UBS AM
Illinois
$3.68M +$2.74M +78,079 +289%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$3.56M +$2.42M +69,151 +213%
BCM
40
Bridgeway Capital Management
Texas
$3.5M +$70.1K +2,000 +2%
Morgan Stanley
41
Morgan Stanley
New York
$3.48M -$514K -14,670 -13%
AG
42
Algert Global
California
$3.24M -$15K -428 -0.5%
SIC
43
Salem Investment Counselors
North Carolina
$3.22M -$1.16M -33,155 -27%
RJA
44
Raymond James & Associates
Florida
$3.2M +$7.89K +225 +0.2%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$3.03M +$2.84K +81 +0.1%
WG
46
Watchman Group
Texas
$2.88M +$2.88M +82,027 New
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$2.76M +$1.11M +31,720 +67%
Deutsche Bank
48
Deutsche Bank
Germany
$2.44M -$37.4K -1,066 -2%
VA
49
Vident Advisory
Georgia
$2.43M -$6.4M -182,634 -73%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$2.41M – – –
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