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Live Oak Bancshares
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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 %
RA
76
Royce & Associates
New York
$1.08M – – –
Legal & General Group
77
Legal & General Group
United Kingdom
$1.07M -$19.9K -570 -2%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$981K -$257K -7,319 -21%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$974K -$5.38M -153,484 -85%
Principal Financial Group
80
Principal Financial Group
Iowa
$914K +$121K +3,441 +15%
UBS Group
81
UBS Group
Switzerland
$903K -$695K -19,809 -43%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$829K +$54.7K +1,560 +7%
SEI Investments
83
SEI Investments
Pennsylvania
$793K +$578K +16,482 +268%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$743K -$3.82K -109 -0.5%
ACP
85
Arcus Capital Partners
Georgia
$701K – – –
MIM
86
MetLife Investment Management
New Jersey
$700K +$83.2K +2,373 +13%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$691K +$582K +16,602 +536%
CF
88
Corebridge Financial
Texas
$654K +$654K +18,655 New
PA
89
Pinnacle Associates
New York
$641K -$79.3K -2,263 -11%
NSEDCP
90
NJ State Employees Deferred Compensation Plan
New Jersey
$631K – – –
Two Sigma Investments
91
Two Sigma Investments
New York
$578K +$578K +16,493 New
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$572K -$12.1K -346 -2%
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$570K +$570K +16,270 New
First Trust Advisors
94
First Trust Advisors
Illinois
$564K +$77.3K +2,206 +16%
FHB
95
First Hawaiian Bank
Hawaii
$542K +$542K +15,451 New
Squarepoint
96
Squarepoint
New York
$521K +$126K +3,596 +32%
MML Investors Services
97
MML Investors Services
Massachusetts
$514K +$514K +14,673 New
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$510K +$45.5K +1,297 +10%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$508K +$175 +5 +0%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$495K – – –
2 3
4
5 6