We are live on ! Find out more
LOB icon

Live Oak Bancshares

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

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

1.77% more ownership

Funds ownership: 64.24%66.01% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.25M

1% less funds holding

Funds holding: 199197 (-2)

13% less capital invested

Capital invested by funds: $1.19B → $1.04B (-$152M)

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.85%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
Royce & Associates
New York
$1.08M
Legal & General Group
77
Legal & General Group
United Kingdom
$1.07M -$20.2K -570 -2%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$981K -$259K -7,319 -21%
JP Morgan Chase
79
JP Morgan Chase
New York
$974K -$5.43M -153,484 -85%
Principal Financial Group
80
Principal Financial Group
Iowa
$914K +$122K +3,441 +15%
UBS Group
81
UBS Group
Switzerland
$903K -$701K -19,809 -43%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$829K +$55.2K +1,560 +7%
SEI Investments
83
SEI Investments
Pennsylvania
$793K +$584K +16,482 +268%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$743K -$3.86K -109 -0.5%
ACP
85
Arcus Capital Partners
Georgia
$701K
MIM
86
MetLife Investment Management
New Jersey
$700K +$84K +2,373 +13%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$691K +$588K +16,602 +536%
CF
88
Corebridge Financial
Texas
$654K +$661K +18,655 New
PA
89
Pinnacle Associates
New York
$641K -$80.1K -2,263 -11%
NSEDCP
90
NJ State Employees Deferred Compensation Plan
New Jersey
$631K
Two Sigma Investments
91
Two Sigma Investments
New York
$578K +$584K +16,493 New
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$572K -$12.3K -346 -2%
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$570K +$576K +16,270 New
First Trust Advisors
94
First Trust Advisors
Illinois
$564K +$78.1K +2,206 +16%
FHB
95
First Hawaiian Bank
Hawaii
$542K +$547K +15,451 New
Squarepoint
96
Squarepoint
New York
$521K +$127K +3,596 +32%
MML Investors Services
97
MML Investors Services
Massachusetts
$514K +$520K +14,673 New
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$510K +$45.9K +1,297 +10%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$508K +$177 +5 +0%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$495K

LOB Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q2 2024, worth a combined $1.04B — down 13% from $1.19B a quarter earlier.

Fund positioning in LOB was balanced in Q2 2024: 26 funds opened new positions, 26 closed out, 70 added to existing stakes and 56 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $10.6M. The largest seller was Vident Advisory, cutting an estimated $6.47M.

  • 197 institutional investors held Live Oak Bancshares (LOB) as of Q2 2024, down from 199 in Q1 2024.
  • Funds reported $1.04B of Live Oak Bancshares stock for Q2 2024, down 13% quarter-over-quarter.
  • 26 funds opened new Live Oak Bancshares positions in Q2 2024 and 26 closed out, a net change of 0 holders.
  • The largest Live Oak Bancshares buyer in Q2 2024 was North Reef Capital Management, an estimated $10.6M added.
  • The largest Live Oak Bancshares seller in Q2 2024 was Vident Advisory, an estimated $6.47M sold.

Based on aggregated 13F filings for Q2 2024.