LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

207 hedge funds and large institutions have $917M invested in Live Oak Bancshares in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 59 reducing their positions, and 35 closing their positions.

Holders
207
Holders Change
-14
Holders Change %
-6.33%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
91
Reduced
59
Closed
35
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
-$997K

Top Buyers

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

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$1.44M
3
Jane Street
3
Jane Street
New York
$282K
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$27.3M
5
BCM
5
Bridgeway Capital Management
Texas
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
PAP
101
Persistent Asset Partners
Hong Kong
$699K 23,473 +23,473 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$646K 21,664 +17,084 +373%
Creative Planning
103
Creative Planning
Kansas
$645K 21,658 -4,630 -18%
GCP
104
GSA Capital Partners
United Kingdom
$643K 21,586 +8,178 +61%
MIM
105
MetLife Investment Management
New Jersey
$621K 20,854 +125 +0.6%
Truist Financial
106
Truist Financial
North Carolina
$610K 20,486 -447 -2%
ACP
107
Arcus Capital Partners
Georgia
$596K 20,000 – –
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$588K 19,716 +19,716 New
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$578K 19,383 -1,211 -6%
ACP
110
Aviance Capital Partners
Florida
$570K 19,143 -10,472 -35%
Point72 Asset Management
111
Point72 Asset Management
Connecticut
$566K 18,986 -11,514 -38%
NSEDCP
112
NJ State Employees Deferred Compensation Plan
New Jersey
$536K 18,000 – –
GCM
113
Graham Capital Management
Connecticut
$513K 17,219 +8,242 +92%
ECM
114
ExodusPoint Capital Management
New York
$499K 16,734 -6,053 -27%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$498K 16,720 – –
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$487K 16,351 -1,528 -9%
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$453K 15,186 – –
HF
118
HRT Financial
New York
$420K 14,095 -2,658 -16%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$419K 14,061 -9,181 -40%
IIM
120
INTECH Investment Management
Florida
$415K 13,926 -9,153 -40%
PCM
121
Parsons Capital Management
Rhode Island
$411K 13,800 – –
II
122
Inspire Investing
Idaho
$388K 13,030 +146 +1%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$384K 12,876 +345 +3%
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$376K 12,612 +2,220 +21%
PVM
125
Palogic Value Management
Texas
$373K 12,500 +12,500 New
3 4
5
6 7