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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 %
UBS AM
76
UBS AM
Illinois
$1.12M – – –
Principal Financial Group
77
Principal Financial Group
Iowa
$939K +$939K +22,630 New
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$917K +$71.8K +1,728 +8%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$884K +$884K +21,298 New
Fuller & Thaler Asset Management
80
Fuller & Thaler Asset Management
California
$870K +$668K +16,087 +330%
PA
81
Pinnacle Associates
New York
$852K +$852K +20,533 New
ACP
82
Arcus Capital Partners
Georgia
$830K – – –
NSEDCP
83
NJ State Employees Deferred Compensation Plan
New Jersey
$747K – – –
MIM
84
MetLife Investment Management
New Jersey
$730K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$710K +$708K +17,060 +34,120%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$692K +$310K +7,475 +81%
AIG
87
American International Group
New York
$689K -$5.94K -143 -0.9%
DFCM
88
Dark Forest Capital Management
Puerto Rico
$624K +$67.8K +1,634 +12%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$601K -$457 -11 -0.1%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$590K – – –
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$587K – – –
EMFAT
92
Emerald Mutual Fund Advisers Trust
Pennsylvania
$581K -$1.22M -29,494 -68%
First Trust Advisors
93
First Trust Advisors
Illinois
$577K -$200K -4,811 -26%
PCM
94
Parsons Capital Management
Rhode Island
$573K +$24.9K +600 +5%
Jane Street
95
Jane Street
New York
$556K -$1.29M -31,179 -70%
SYBT
96
Stock Yards Bank & Trust
Kentucky
$552K – – –
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$550K +$3.99K +96 +0.7%
HCA
98
Harbor Capital Advisors
Illinois
$533K -$236K -5,685 -31%
BFC
99
Banc Funds Company
Illinois
$529K – – –
CIA
100
Capital Impact Advisors
Massachusetts
$522K – – –
2 3
4
5 6