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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 %
Deutsche Bank
51
Deutsche Bank
Germany
$2.44M 81,758 -42,082 -34%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$2.19M 73,366 – –
PIM
53
Profit Investment Management
Maryland
$2.12M 71,135 – –
JF
54
Jump Financial
Illinois
$2.12M 71,094 +40,457 +132%
OL
55
one8zero8 LLC
North Carolina
$2.1M 70,536 -4,940 -7%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.09M 70,100 – –
PFO
57
PMC FIG Opportunities
Israel
$2.03M 68,077 +68,077 New
CSS
58
Cubist Systematic Strategies
Connecticut
$2.02M 67,903 -64,117 -49%
EF
59
Empowered Funds
Pennsylvania
$1.96M 65,697 -234 -0.4%
AQR Capital Management
60
AQR Capital Management
Connecticut
$1.82M 61,080 +51,590 +544%
DFCM
61
Dark Forest Capital Management
Puerto Rico
$1.79M 60,079 -8,788 -13%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.79M 59,960 +2,494 +4%
BFA
63
Bragg Financial Advisors
North Carolina
$1.77M 59,402 – –
CCG
64
Chatham Capital Group
Georgia
$1.7M 56,923 -330 -0.6%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.65M 55,374 +4,944 +10%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.61M 54,100 +14,259 +36%
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.6M 47,680 +46,080 +2,880%
Invesco
68
Invesco
Georgia
$1.57M 52,766 +1,614 +3%
Victory Capital Management
69
Victory Capital Management
Texas
$1.56M 52,239 +7,578 +17%
Verition Fund Management
70
Verition Fund Management
Connecticut
$1.52M 51,009 +12,719 +33%
CRC
71
Curi RMB Capital
Illinois
$1.5M 50,199 +199 +0.4%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$1.47M 49,358 +12,903 +35%
First Trust Advisors
73
First Trust Advisors
Illinois
$1.44M 48,357 +28,698 +146%
Citigroup
74
Citigroup
New York
$1.44M 48,347 -246,903 -84%
QT
75
Quantbot Technologies
New York
$1.42M 47,717 -16,004 -25%
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