LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

215 hedge funds and large institutions have $1.2B invested in Live Oak Bancshares in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
80
Reduced
53
Closed
25
Calls
$264K
Puts
$359K
Net Calls
-$95K
Net Calls Change
-$2.81M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$80.7M
2
State Street
2
State Street
Massachusetts
$52.9M
3
SAM
3
Southernsun Asset Management
Tennessee
$31.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$2.93M
5
PE
5
Point72 Europe
United Kingdom
$2.14M

Top Sellers

1
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$48.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.73M
3
Millennium Management
3
Millennium Management
New York
$3.6M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$2.81M +$87.6K +2,216 +3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.8M +$186K +4,700 +7%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.79M +$1.05M +26,498 +60%
Wells Fargo
54
Wells Fargo
California
$2.77M +$342K +8,649 +14%
OL
55
one8zero8 LLC
North Carolina
$2.69M +$2.69M +68,001 New
SIC
56
Salem Investment Counselors
North Carolina
$2.64M -$816K -20,635 -24%
MFAM
57
Motley Fool Asset Management
Virginia
$2.5M +$236K +5,960 +10%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$2.42M -$2.81M -71,157 -54%
Bank of America
59
Bank of America
North Carolina
$2.39M -$1.64M -41,470 -41%
BFA
60
Bragg Financial Advisors
North Carolina
$2.35M – – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$2.31M -$257K -6,507 -10%
Citigroup
62
Citigroup
New York
$2.21M +$533K +13,464 +32%
CCG
63
Chatham Capital Group
Georgia
$2.16M -$49K -1,240 -2%
PE
64
Point72 Europe
United Kingdom
$2.14M +$2.14M +54,121 New
Fuller & Thaler Asset Management
65
Fuller & Thaler Asset Management
California
$2.01M +$38K +960 +2%
Invesco
66
Invesco
Georgia
$2.01M +$11.8K +298 +0.6%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.98M +$28.6K +722 +1%
CRC
68
Curi RMB Capital
Illinois
$1.98M – – –
MCA
69
Mendon Capital Advisors
Florida
$1.98M +$1.98M +50,000 New
EOJOAM
70
E. Ohman J:or Asset Management
Sweden
$1.96M – – –
Victory Capital Management
71
Victory Capital Management
Texas
$1.84M +$565K +14,293 +44%
TI
72
Trexquant Investment
Connecticut
$1.8M +$37.1K +938 +2%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$1.79M +$464K +11,740 +35%
Federated Hermes
74
Federated Hermes
Pennsylvania
$1.58M +$43.2K +1,093 +3%
Legal & General Group
75
Legal & General Group
United Kingdom
$1.54M +$189K +4,726 +14%
1 2
3
4 5