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Live Oak Bancshares
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Overview Fund Activity

199 hedge funds and large institutions have $1.19B invested in Live Oak Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
56
Reduced
60
Closed
22
Calls
$3.49M
Puts
$1.89M
Net Calls
+$1.6M
Net Calls Change
-$2.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$18.6M
2
Millennium Management
Millennium Management
New York
$23.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.56M
4
Ameriprise
Ameriprise
Minnesota
$40.5M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.73M
2
BlackRock
BlackRock
New York
$114M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.1M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$74.2M
5
MCA
Mendon Capital Advisors
Florida
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$516K +$59.2K +1,425 +13%
Lord, Abbett & Co
102
Lord, Abbett & Co
New Jersey
$513K -$3.62M -87,224 -88%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$501K +$501K +12,061 New
VOYA Investment Management
104
VOYA Investment Management
Georgia
$469K -$99.9K -2,407 -18%
Squarepoint
105
Squarepoint
New York
$467K +$467K +11,252 New
STA
106
Summit Trail Advisors
New York
$425K -$14.1K -340 -3%
CPBTD
107
Central Pacific Bank - Trust Division
Hawaii
$407K +$407K +10,036 New
4WM
108
49 Wealth Management
Texas
$406K – – –
AFGAS
109
Allegiance Financial Group Advisory Services
Virginia
$403K +$45.5K +1,095 +13%
PIMG
110
Patriot Investment Management Group
Tennessee
$390K -$1.04K -25 -0.3%
Jennison Associates
111
Jennison Associates
New York
$383K +$1.91K +46 +0.5%
ASRS
112
Arizona State Retirement System
Arizona
$381K -$5.56K -134 -1%
SSWM
113
Smith Salley Wealth Management
North Carolina
$372K – – –
QC
114
Quent Capital
New York
$369K – – –
II
115
Inspire Investing
Idaho
$360K +$11.3K +273 +3%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$351K -$31.6K -1,296 -8%
Citadel Advisors
117
Citadel Advisors
Florida
$350K -$1.22M -29,282 -78%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$347K – – –
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$341K +$341K +8,207 New
BAM
120
Bosun Asset Management
Illinois
$330K +$330K +7,959 New
HR
121
Howe & Rusling
New York
$326K – – –
LPL Financial
122
LPL Financial
California
$325K +$8.47K +204 +3%
CF
123
Centaurus Financial
California
$318K – – –
JF
124
Jump Financial
Illinois
$307K +$307K +7,387 New
BP
125
Ballentine Partners
Massachusetts
$301K +$249 +6 +0.1%
3 4
5
6 7