LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

208 hedge funds and large institutions have $920M invested in Live Oak Bancshares in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-13
Holders Change %
-5.88%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
92
Reduced
59
Closed
35
Calls
$775K
Puts
$14K
Net Calls
+$761K
Net Calls Change
-$222K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M
2
CP
CenterBook Partners
Connecticut
$10.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$9.67M
4
BFM
Boothbay Fund Management
New York
$4.72M
5
Goldman Sachs
Goldman Sachs
New York
$11.7M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Citigroup
Citigroup
New York
$1.44M
3
Jane Street
Jane Street
New York
$282K
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$27.3M
5
BCM
Bridgeway Capital Management
Texas
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
76
Salem Investment Counselors
North Carolina
$1.36M -$64.4K -2,160 -5%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$1.36M -$596K -20,000 -31%
Two Sigma Investments
78
Two Sigma Investments
New York
$1.26M -$1.55M -51,850 -55%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$1.25M +$696K +23,372 +126%
PP
80
PDT Partners
New York
$1.24M +$989K +33,178 +393%
SEI Investments
81
SEI Investments
Pennsylvania
$1.22M +$214K +7,190 +21%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.16M +$56.2K +1,885 +5%
Federated Hermes
83
Federated Hermes
Pennsylvania
$1.13M -$387 -13 -0%
MML Investors Services
84
MML Investors Services
Massachusetts
$1.12M +$117K +3,923 +12%
AllianceBernstein
85
AllianceBernstein
Tennessee
$1.12M +$5.69K +191 +0.5%
LIP
86
Lighthouse Investment Partners
Florida
$1.04M +$1.04M +34,752 New
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.03M -$681K -22,848 -40%
YIH
88
Y-Intercept (HK)
Hong Kong
$1.02M +$509K +17,082 +100%
HA
89
Homestead Advisers
Virginia
$1.02M – – –
SSA
90
Schonfeld Strategic Advisors
New York
$1M +$1M +33,611 New
Marshall Wace
91
Marshall Wace
United Kingdom
$999K -$1.84M -61,863 -65%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$991K -$9.72K -326 -1%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$951K +$66.3K +2,223 +7%
Osaic Holdings
94
Osaic Holdings
Arizona
$927K -$9.83K -302 -1%
LFAS
95
Level Four Advisory Services
Texas
$917K +$99.9K +3,353 +12%
SPS
96
Susquehanna Portfolio Strategies
Pennsylvania
$887K +$887K +29,767 New
Stifel Financial
97
Stifel Financial
Missouri
$875K +$78.4K +2,632 +10%
PA
98
Pinnacle Associates
New York
$806K +$166K +5,575 +26%
LPL Financial
99
LPL Financial
California
$795K +$212K +7,114 +36%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$724K -$528K -16,360 -42%
2 3
4
5 6