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Live Oak Bancshares
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Overview Fund Activity

197 hedge funds and large institutions have $1.04B invested in Live Oak Bancshares in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
70
Reduced
56
Closed
26
Calls
$1.24M
Puts
$1.25M
Net Calls
-$4K
Net Calls Change
-$1.6M

Top Buyers

1
NRCM
North Reef Capital Management
California
$10.5M
2
BTI
Blue Trust Inc
Georgia
$10.5M
3
Capital International Investors
Capital International Investors
California
$25.2M
4
Citadel Advisors
Citadel Advisors
Florida
$6.69M
5
CP
CenterBook Partners
Connecticut
$5.53M

Top Sellers

1
VA
Vident Advisory
Georgia
$2.43M
2
DCM
Driehaus Capital Management
Illinois
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$974K
4
Millennium Management
Millennium Management
New York
$17.2M
5
American Century Companies
American Century Companies
Missouri
$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Smith Salley Wealth Management
North Carolina
$314K – – –
QC
127
Quent Capital
New York
$312K – – –
Truist Financial
128
Truist Financial
North Carolina
$312K +$312K +8,891 New
LPL Financial
129
LPL Financial
California
$282K +$7.15K +204 +3%
HR
130
Howe & Rusling
New York
$276K – – –
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$274K -$13.6K -389 -5%
Creative Planning
132
Creative Planning
Kansas
$262K +$14.4K +411 +6%
AFGAS
133
Allegiance Financial Group Advisory Services
Virginia
$259K -$81.5K -2,325 -24%
BP
134
Ballentine Partners
Massachusetts
$256K +$1.68K +48 +0.7%
TI
135
Trexquant Investment
Connecticut
$243K +$243K +6,928 New
RJFSA
136
Raymond James Financial Services Advisors
Florida
$241K +$22.1K +631 +10%
QT
137
Quantbot Technologies
New York
$238K -$6.1K -174 -2%
SG Americas Securities
138
SG Americas Securities
New York
$220K +$80.5K +2,300 +58%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$183K – – –
BEI
140
Benjamin Edwards Inc
Missouri
$166K +$166K +4,740 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$133K -$2.52K -72 -2%
US Bancorp
142
US Bancorp
Minnesota
$121K -$2.63K -75 -2%
AIP
143
Ameritas Investment Partners
Nebraska
$117K – – –
Canada Life
144
Canada Life
Manitoba, Canada
$103K – – –
CWP
145
Concord Wealth Partners
Virginia
$99.9K – – –
GRP
146
Global Retirement Partners
California
$98.7K -$526 -15 -0.5%
EC
147
EntryPoint Capital
New York
$89.8K +$89.8K +2,561 New
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$81.4K +$77.3K +2,206 +1,885%
A
149
AlphaQuest
New York
$71K +$28.9K +823 +68%
LWANC
150
Laurel Wealth Advisors (North Carolina)
North Carolina
$56.1K – – –
4 5
6
7 8