LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

197 hedge funds and large institutions have $1.04B invested in Live Oak Bancshares in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
70
Reduced
56
Closed
26
Calls
$1.24M
Puts
$1.25M
Net Calls
-$4K
Net Calls Change
-$1.6M

Top Buyers

1
NRCM
North Reef Capital Management
California
$10.5M
2
BTI
Blue Trust Inc
Georgia
$10.5M
3
Capital International Investors
Capital International Investors
California
$25.2M
4
Citadel Advisors
Citadel Advisors
Florida
$6.69M
5
CP
CenterBook Partners
Connecticut
$5.53M

Top Sellers

1
VA
Vident Advisory
Georgia
$2.43M
2
DCM
Driehaus Capital Management
Illinois
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$974K
4
Millennium Management
Millennium Management
New York
$17.2M
5
American Century Companies
American Century Companies
Missouri
$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$2.37M +$1.9M +54,110 +404%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$2.33M +$1.51K +43 +0.1%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$2.32M +$1.88M +53,700 +432%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.32M +$17.5K +500 +0.8%
BFA
55
Bragg Financial Advisors
North Carolina
$2.29M – – –
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.14M +$628K +17,911 +42%
Victory Capital Management
57
Victory Capital Management
Texas
$2.02M -$191K -5,453 -9%
MFAM
58
Motley Fool Asset Management
Virginia
$2M -$265K -7,741 -12%
Invesco
59
Invesco
Georgia
$1.9M -$105K -3,000 -5%
Wells Fargo
60
Wells Fargo
California
$1.89M -$20.9K -595 -1%
SFA
61
Sequoia Financial Advisors
Ohio
$1.79M – – –
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.78M -$121K -3,448 -6%
CRC
63
Curi RMB Capital
Illinois
$1.75M -$877K -25,000 -33%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$1.7M -$445K -12,700 -21%
MCA
65
Mendon Capital Advisors
Florida
$1.7M -$517K -9,100 -23%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$1.7M +$222K +6,339 +15%
EOJOAM
67
E. Ohman J:or Asset Management
Sweden
$1.61M +$46.5K +1,326 +3%
CCG
68
Chatham Capital Group
Georgia
$1.54M +$25.8K +735 +2%
Federated Hermes
69
Federated Hermes
Pennsylvania
$1.38M -$252K -7,199 -15%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.34M +$26.5K +756 +2%
Fuller & Thaler Asset Management
71
Fuller & Thaler Asset Management
California
$1.29M +$551K +15,730 +75%
Citigroup
72
Citigroup
New York
$1.26M -$25.6K -730 -2%
ASN
73
Advisory Services Network
Georgia
$1.26M -$104K -2,980 -8%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.15M -$19.7K -562 -2%
Barclays
75
Barclays
United Kingdom
$1.12M -$861K -24,573 -44%
1 2
3
4 5