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Live Oak Bancshares
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Overview Fund Activity

199 hedge funds and large institutions have $1.19B invested in Live Oak Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
56
Reduced
60
Closed
22
Calls
$3.49M
Puts
$1.89M
Net Calls
+$1.6M
Net Calls Change
-$2.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$18.6M
2
Millennium Management
Millennium Management
New York
$23.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.56M
4
Ameriprise
Ameriprise
Minnesota
$40.5M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.73M
2
BlackRock
BlackRock
New York
$114M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.1M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$74.2M
5
MCA
Mendon Capital Advisors
Florida
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
51
Bragg Financial Advisors
North Carolina
$2.71M -$250K -6,025 -8%
Victory Capital Management
52
Victory Capital Management
Texas
$2.62M +$74.4K +1,793 +3%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$2.54M -$1.2M -28,900 -32%
Invesco
54
Invesco
Georgia
$2.38M -$118K -2,851 -5%
Barclays
55
Barclays
United Kingdom
$2.35M -$799K -19,230 -25%
Wells Fargo
56
Wells Fargo
California
$2.26M -$21K -506 -0.9%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.25M +$28.6K +690 +1%
SFA
58
Sequoia Financial Advisors
Ohio
$2.12M – – –
CP
59
CenterBook Partners
Connecticut
$2.1M +$241K +5,813 +13%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$1.95M +$1.1M +26,531 +129%
Federated Hermes
61
Federated Hermes
Pennsylvania
$1.93M -$1.14M -27,488 -37%
UBS Group
62
UBS Group
Switzerland
$1.89M -$219K -5,280 -10%
EOJOAM
63
E. Ohman J:or Asset Management
Sweden
$1.85M +$1.85M +44,600 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.79M +$13.4K +324 +0.8%
CCG
65
Chatham Capital Group
Georgia
$1.79M +$209K +5,045 +13%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$1.75M +$252K +6,080 +17%
ASN
67
Advisory Services Network
Georgia
$1.61M -$31.5K -760 -2%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.55M -$130K -3,130 -8%
Citigroup
69
Citigroup
New York
$1.52M -$16.6K -399 -1%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.47M -$211K -5,087 -13%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$74.6K -1,798 -5%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$1.35M +$1.35M +32,519 New
Legal & General Group
73
Legal & General Group
United Kingdom
$1.3M -$35.9K -864 -3%
RA
74
Royce & Associates
New York
$1.28M – – –
S
75
SignatureFD
Georgia
$1.19M +$11.4K +275 +1%
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