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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 %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$618K +$141K +3,553 +29%
Jane Street
102
Jane Street
New York
$586K -$258K -6,527 -31%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$572K +$16.9K +426 +3%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$556K – – –
EMFAT
105
Emerald Mutual Fund Advisers Trust
Pennsylvania
$554K – – –
PCM
106
Parsons Capital Management
Rhode Island
$546K – – –
SYBT
107
Stock Yards Bank & Trust
Kentucky
$506K -$19.8K -500 -4%
AQR Capital Management
108
AQR Capital Management
Connecticut
$505K +$505K +12,770 New
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$496K – – –
BFC
110
Banc Funds Company
Illinois
$487K -$16.9K -428 -3%
New York State Common Retirement Fund
111
New York State Common Retirement Fund
New York
$482K – – –
YIH
112
Y-Intercept (HK)
Hong Kong
$434K +$434K +10,971 New
CF
113
Centaurus Financial
California
$420K -$31.6K -800 -7%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$418K -$35.1K -888 -8%
S
115
SignatureFD
Georgia
$415K -$1.19K -30 -0.3%
ASRS
116
Arizona State Retirement System
Arizona
$413K +$29.4K +743 +8%
CPBTD
117
Central Pacific Bank - Trust Division
Hawaii
$411K +$14.1K +356 +4%
LPL Financial
118
LPL Financial
California
$408K +$29.9K +757 +8%
II
119
Inspire Investing
Idaho
$400K +$57.4K +1,452 +17%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$400K +$36.1K +914 +10%
ProShare Advisors
121
ProShare Advisors
Maryland
$386K +$127K +3,214 +49%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$381K +$949 +24 +0.2%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$380K – – –
I
124
InceptionR
California
$359K +$359K +9,068 New
PIMG
125
Patriot Investment Management Group
Tennessee
$355K -$16.4K -415 -4%
3 4
5
6 7