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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 %
SIC
76
Salem Investment Counselors
North Carolina
$1.36M 45,570 -2,160 -5%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$1.36M 45,500 -20,000 -31%
Two Sigma Investments
78
Two Sigma Investments
New York
$1.26M 42,224 -51,850 -55%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$1.25M 41,964 +23,372 +126%
PP
80
PDT Partners
New York
$1.24M 41,621 +33,178 +393%
SEI Investments
81
SEI Investments
Pennsylvania
$1.22M 40,909 +7,190 +21%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.16M 39,041 +1,885 +5%
Federated Hermes
83
Federated Hermes
Pennsylvania
$1.13M 38,067 -13 -0%
MML Investors Services
84
MML Investors Services
Massachusetts
$1.12M 37,648 +3,923 +12%
AllianceBernstein
85
AllianceBernstein
Tennessee
$1.12M 37,561 +191 +0.5%
LIP
86
Lighthouse Investment Partners
Florida
$1.04M 34,752 +34,752 New
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.03M 34,590 -22,848 -40%
YIH
88
Y-Intercept (HK)
Hong Kong
$1.02M 34,148 +17,082 +100%
HA
89
Homestead Advisers
Virginia
$1.02M 34,100 – –
SSA
90
Schonfeld Strategic Advisors
New York
$1M 33,611 +33,611 New
Marshall Wace
91
Marshall Wace
United Kingdom
$999K 33,535 -61,863 -65%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$991K 33,254 -326 -1%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$951K 31,885 +2,223 +7%
Osaic Holdings
94
Osaic Holdings
Arizona
$927K 28,479 -302 -1%
LFAS
95
Level Four Advisory Services
Texas
$917K 30,765 +3,353 +12%
SPS
96
Susquehanna Portfolio Strategies
Pennsylvania
$887K 29,767 +29,767 New
Stifel Financial
97
Stifel Financial
Missouri
$875K 29,369 +2,632 +10%
PA
98
Pinnacle Associates
New York
$806K 27,059 +5,575 +26%
LPL Financial
99
LPL Financial
California
$795K 26,669 +7,114 +36%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$724K 22,442 -16,360 -42%
2 3
4
5 6