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Live Oak Bancshares
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Overview Fund Activity

221 hedge funds and large institutions have $802M invested in Live Oak Bancshares in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
85
Reduced
48
Closed
34
Calls
$1.47M
Puts
$490K
Net Calls
+$983K
Net Calls Change
+$1.08M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.41M
3
Citigroup
Citigroup
New York
+$6.38M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$80.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.1M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$13.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.86M
5
TAM
Trillium Asset Management
Massachusetts
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$5.08M +$2.42M +90,931 +91%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$5.02M +$1.64M +61,623 +49%
CP
28
CenterBook Partners
Connecticut
$4.63M +$1.53M +57,217 +49%
Raymond James Financial
29
Raymond James Financial
Florida
$4.52M +$966K +36,235 +27%
Morgan Stanley
30
Morgan Stanley
New York
$4.5M +$33.2K +1,244 +0.7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$4.4M -$205K -7,688 -4%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$4.2M -$49.6K -1,860 -1%
RHJA
33
Rice Hall James & Associates
California
$4.14M +$695K +26,085 +20%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.87M +$545K +20,430 +16%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$3.68M +$2.04M +76,683 +125%
CSS
36
Cubist Systematic Strategies
Connecticut
$3.52M +$3.52M +132,020 New
Deutsche Bank
37
Deutsche Bank
Germany
$3.3M +$1.01M +37,823 +44%
American Century Companies
38
American Century Companies
Missouri
$3.23M -$1.01M -37,783 -24%
Bank of America
39
Bank of America
North Carolina
$3.05M +$1.44M +53,981 +89%
UBS Group
40
UBS Group
Switzerland
$3.03M +$215K +8,060 +8%
Squarepoint
41
Squarepoint
New York
$2.66M +$2.66M +99,651 New
AG
42
Algert Global
California
$2.65M +$68.3K +2,560 +3%
Marshall Wace
43
Marshall Wace
United Kingdom
$2.54M +$2.54M +95,398 New
Two Sigma Investments
44
Two Sigma Investments
New York
$2.51M +$2.51M +94,074 New
EOJOAM
45
E. Ohman J:or Asset Management
Sweden
$2.4M +$1.08M +40,343 +81%
Fuller & Thaler Asset Management
46
Fuller & Thaler Asset Management
California
$2.34M +$989K +37,084 +73%
MFAM
47
Motley Fool Asset Management
Virginia
$2.34M +$652K +24,463 +39%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.3M +$180K +6,732 +8%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.2M +$315K +11,810 +17%
OL
50
one8zero8 LLC
North Carolina
$2.01M +$199K +7,475 +11%
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