LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

221 hedge funds and large institutions have $802M invested in Live Oak Bancshares in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
85
Reduced
48
Closed
34
Calls
$1.47M
Puts
$490K
Net Calls
+$983K
Net Calls Change
+$1.08M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.41M
3
Citigroup
Citigroup
New York
+$6.38M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$80.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.1M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$13.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.86M
5
TAM
Trillium Asset Management
Massachusetts
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Pinnacle Associates
New York
$573K – – –
Truist Financial
102
Truist Financial
North Carolina
$558K +$123K +4,623 +28%
MIM
103
MetLife Investment Management
New Jersey
$553K -$10.8K -406 -2%
Mirae Asset Global ETFs Holdings
104
Mirae Asset Global ETFs Holdings
Hong Kong
$549K +$23.5K +880 +4%
ACP
105
Arcus Capital Partners
Georgia
$533K – – –
CAU
106
Caxton Associates (UK)
$531K +$531K +19,919 New
First Trust Advisors
107
First Trust Advisors
Illinois
$524K +$98.3K +3,687 +23%
LPL Financial
108
LPL Financial
California
$521K +$246K +9,229 +89%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$495K +$110K +4,146 +29%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$487K -$56.4K -2,126 -10%
ASN
111
Advisory Services Network
Georgia
$480K -$518K -19,439 -52%
NSEDCP
112
NJ State Employees Deferred Compensation Plan
New Jersey
$480K – – –
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$477K +$60.2K +2,259 +14%
YIH
114
Y-Intercept (HK)
Hong Kong
$455K +$162K +6,095 +56%
CF
115
Corebridge Financial
Texas
$453K -$6.72K -252 -1%
HF
116
HRT Financial
New York
$446K +$446K +16,753 New
SFI
117
Susquehanna Fundamental Investments
Pennsylvania
$446K +$446K +16,720 New
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$405K -$5.86M -219,632 -94%
TC
119
TwinBeech Capital
New York
$370K +$370K +13,885 New
PCM
120
Parsons Capital Management
Rhode Island
$368K – – –
EGM
121
Engineers Gate Manager
New York
$362K +$362K +13,582 New
GCP
122
GSA Capital Partners
United Kingdom
$357K +$357K +13,408 New
OR
123
Olympiad Research
Connecticut
$348K +$348K +13,044 New
II
124
Inspire Investing
Idaho
$343K +$73.6K +2,760 +27%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$334K – – –
3 4
5
6 7