LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

191 hedge funds and large institutions have $1.31B invested in Live Oak Bancshares in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
53
Reduced
64
Closed
20
Calls
$5.66M
Puts
$1.85M
Net Calls
+$3.8M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
$131M
2
Morgan Stanley
Morgan Stanley
New York
$14.4M
3
DCM
Driehaus Capital Management
Illinois
$9.38M
4
Ameriprise
Ameriprise
Minnesota
$40.2M
5
JAM
Jupiter Asset Management
United Kingdom
$6.5M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$87M
2
SAM
Southernsun Asset Management
Tennessee
$38.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
$3.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
CP
CenterBook Partners
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$3.19M -$17K -374 -0.5%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.98M -$341K -7,500 -10%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$2.96M – – –
Victory Capital Management
54
Victory Capital Management
Texas
$2.79M +$1.4M +30,871 +101%
Invesco
55
Invesco
Georgia
$2.74M +$958K +21,064 +54%
MFAM
56
Motley Fool Asset Management
Virginia
$2.59M -$1.31M -28,845 -34%
Wells Fargo
57
Wells Fargo
California
$2.5M +$552K +12,141 +28%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$2.45M +$529K +11,632 +28%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$2.44M +$591 +13 +0%
SFA
60
Sequoia Financial Advisors
Ohio
$2.32M – – –
UBS Group
61
UBS Group
Switzerland
$2.31M +$734K +16,122 +46%
CP
62
CenterBook Partners
Connecticut
$2.03M -$4.24M -93,255 -68%
Jane Street
63
Jane Street
New York
$2.03M +$91K +2,000 +5%
EMFAT
64
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.98M +$1.34M +29,494 +211%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.95M -$4.63M -101,833 -70%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.84M – – –
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.84M -$3.29M -72,414 -64%
ASN
68
Advisory Services Network
Georgia
$1.8M -$30.2K -664 -2%
CCG
69
Chatham Capital Group
Georgia
$1.73M -$95.1K -2,090 -5%
Citadel Advisors
70
Citadel Advisors
Florida
$1.72M -$2.53M -55,588 -60%
Citigroup
71
Citigroup
New York
$1.68M +$751K +16,496 +80%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$1.64M +$256K +5,620 +19%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.6M -$72.7K -1,598 -4%
Legal & General Group
74
Legal & General Group
United Kingdom
$1.45M +$90.9K +2,008 +7%
CM
75
Capula Management
Cayman Islands
$1.43M +$1.43M +31,501 New
1 2
3
4 5