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Live Oak Bancshares
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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 %
AllianceBernstein
76
AllianceBernstein
Tennessee
$1.5M -$8.23K -208 -0.5%
ASN
77
Advisory Services Network
Georgia
$1.48M +$63.5K +1,605 +4%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$1.41M +$419K +10,595 +42%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.33M +$63.3K +1,601 +5%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$1.09M +$103K +2,594 +10%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.08M +$445K +11,256 +70%
Principal Financial Group
82
Principal Financial Group
Iowa
$1.03M +$92.5K +2,340 +10%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.03M +$229K +5,786 +29%
SEI Investments
84
SEI Investments
Pennsylvania
$902K +$7.2K +182 +0.8%
Stifel Financial
85
Stifel Financial
Missouri
$901K +$121K +3,071 +16%
PA
86
Pinnacle Associates
New York
$850K +$850K +21,484 New
MIM
87
MetLife Investment Management
New Jersey
$836K +$46.2K +1,169 +6%
ACP
88
Arcus Capital Partners
Georgia
$830K – – –
HSBC Holdings
89
HSBC Holdings
United Kingdom
$811K +$646K +16,319 +391%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$780K +$27K +682 +4%
LFAS
91
Level Four Advisory Services
Texas
$769K +$34.4K +870 +5%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$765K -$18.4K -466 -2%
NSEDCP
93
NJ State Employees Deferred Compensation Plan
New Jersey
$712K – – –
CF
94
Corebridge Financial
Texas
$682K -$51.5K -1,301 -7%
QT
95
Quantbot Technologies
New York
$654K +$654K +16,540 New
Truist Financial
96
Truist Financial
North Carolina
$645K +$255K +6,457 +66%
FHB
97
First Hawaiian Bank
Hawaii
$633K +$21.8K +551 +4%
IIM
98
INTECH Investment Management
Florida
$632K +$368K +9,302 +139%
First Trust Advisors
99
First Trust Advisors
Illinois
$632K -$686K -17,344 -52%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$631K +$345K +8,726 +121%
2 3
4
5 6