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 %
New York State Common Retirement Fund
126
New York State Common Retirement Fund
New York
$325K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$316K +$46.4K +1,740 +17%
SYBT
128
Stock Yards Bank & Trust
Kentucky
$315K -$26.7K -1,000 -8%
JG
129
Jain Global
New York
$299K +$299K +11,220 New
BEI
130
Benjamin Edwards Inc
Missouri
$294K +$67.2K +2,522 +30%
CF
131
Centaurus Financial
California
$286K +$2.14K +80 +0.8%
S
132
SignatureFD
Georgia
$286K +$5.49K +206 +2%
PCM
133
Prelude Capital Management
New York
$278K +$278K +10,443 New
CPBTD
134
Central Pacific Bank - Trust Division
Hawaii
$277K – – –
ASRS
135
Arizona State Retirement System
Arizona
$276K -$2.27K -85 -0.8%
BFC
136
Banc Funds Company
Illinois
$276K -$52.6K -1,972 -16%
HR
137
Howe & Rusling
New York
$263K +$35.6K +1,335 +16%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$261K -$21K -786 -7%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$259K +$2.4K +90 +0.9%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$256K – – –
AQR Capital Management
141
AQR Capital Management
Connecticut
$253K -$87.4K -3,280 -26%
PIMG
142
Patriot Investment Management Group
Tennessee
$239K – – –
GCM
143
Graham Capital Management
Connecticut
$239K +$239K +8,977 New
SSWM
144
Smith Salley Wealth Management
North Carolina
$239K – – –
QCG
145
Quadrant Capital Group
Ohio
$234K +$209K +7,840 +848%
PP
146
PDT Partners
New York
$225K +$225K +8,443 New
US Bancorp
147
US Bancorp
Minnesota
$212K -$2.67K -100 -1%
CWM
148
CIBC World Markets
New York
$205K +$205K +7,694 New
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$201K – – –
BP
150
Ballentine Partners
Massachusetts
$201K +$4.85K +182 +2%
4 5
6
7 8