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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 %
SSWM
126
Smith Salley Wealth Management
North Carolina
$354K – – –
Creative Planning
127
Creative Planning
Kansas
$350K -$53.4K -1,350 -13%
ACM
128
Aquatic Capital Management
Illinois
$346K +$346K +8,754 New
HCA
129
Harbor Capital Advisors
Illinois
$343K -$86.8K -2,197 -20%
BEI
130
Benjamin Edwards Inc
Missouri
$337K +$31.6K +799 +10%
HR
131
Howe & Rusling
New York
$337K +$25.9K +655 +8%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$330K -$58K -1,467 -15%
SA
133
Sanctuary Advisors
Indiana
$318K +$36.8K +1,038 +13%
US Bancorp
134
US Bancorp
Minnesota
$318K -$3.96K -100 -1%
PFSRSONJ
135
Police & Firemen's Retirement System of New Jersey
New Jersey
$299K +$299K +7,555 New
BP
136
Ballentine Partners
Massachusetts
$291K +$3.09K +78 +1%
PAS
137
Park Avenue Securities
New York
$276K +$105K +2,670 +62%
Two Sigma Advisers
138
Two Sigma Advisers
New York
$273K -$178K -4,500 -39%
KK
139
KLP Kapitalforvaltning
Norway
$265K +$265K +6,700 New
Verition Fund Management
140
Verition Fund Management
Connecticut
$262K +$262K +6,628 New
AFGAS
141
Allegiance Financial Group Advisory Services
Virginia
$250K +$37.2K +940 +17%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$248K – – –
XT
143
XTX Topco
Cayman Islands
$244K +$356 +9 +0.1%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$237K +$15.8K +400 +7%
TFS
145
Thoroughbred Financial Services
Tennessee
$221K +$16.1K +407 +8%
SF
146
Synovus Financial
Georgia
$218K – – –
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$207K -$751 -19 -0.4%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$206K – – –
Fidelity Investments
149
Fidelity Investments
Massachusetts
$168K -$4.98K -126 -3%
SG Americas Securities
150
SG Americas Securities
New York
$164K -$400K -10,136 -71%
4 5
6
7 8