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Live Oak Bancshares
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Overview Fund Activity

215 hedge funds and large institutions have $1.2B invested in Live Oak Bancshares in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
80
Reduced
53
Closed
25
Calls
$264K
Puts
$359K
Net Calls
-$95K
Net Calls Change
-$2.81M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$80.7M
2
State Street
2
State Street
Massachusetts
$52.9M
3
SAM
3
Southernsun Asset Management
Tennessee
$31.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$2.93M
5
PE
5
Point72 Europe
United Kingdom
$2.14M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$48.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.73M
3
Millennium Management
3
Millennium Management
New York
$3.6M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
26
Motley Fool Wealth Management
Virginia
$5.77M -$187K -4,728 -3%
TAM
27
Trillium Asset Management
Massachusetts
$5.31M -$262K -6,619 -5%
Raymond James Financial
28
Raymond James Financial
Florida
$5.28M +$5.28M +133,415 New
RHJA
29
Rice Hall James & Associates
California
$5.12M -$78.3K -1,981 -2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$5.01M +$1.77M +44,666 +54%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.93M +$1.93M +48,699 +64%
HA
32
Homestead Advisers
Virginia
$4.86M – – –
CP
33
CenterBook Partners
Connecticut
$4.6M -$1.45M -36,738 -24%
AWA
34
AmeriServ Wealth Advisors
Pennsylvania
$4.44M +$4.44M +112,344 New
Russell Investments Group
35
Russell Investments Group
United Kingdom
$4.3M -$261K -6,595 -6%
UBS Group
36
UBS Group
Switzerland
$4.18M +$940K +23,768 +29%
Norges Bank
37
Norges Bank
Norway
$4.06M +$4.06M +102,552 New
BCM
38
Bridgeway Capital Management
Texas
$3.95M – – –
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$3.9M +$608K +15,366 +18%
AG
40
Algert Global
California
$3.83M +$196K +4,962 +5%
Citadel Advisors
41
Citadel Advisors
Florida
$3.73M -$15.1M -381,538 -80%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$3.73M -$749K -18,945 -17%
Millennium Management
43
Millennium Management
New York
$3.6M -$5.05M -127,687 -58%
UBS AM
44
UBS AM
Illinois
$3.49M +$52.3K +1,322 +2%
Deutsche Bank
45
Deutsche Bank
Germany
$3.4M +$445K +11,248 +15%
WG
46
Watchman Group
Texas
$3.26M -$61.7K -1,559 -2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.14M +$91K +2,301 +3%
Barclays
48
Barclays
United Kingdom
$3.12M +$214K +5,420 +7%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$2.93M +$2.93M +74,120 New
PIM
50
Profit Investment Management
Maryland
$2.81M – – –
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