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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 %
QCG
151
Quadrant Capital Group
Ohio
$45.8K -$1.54K -44 -3%
PS
152
Principal Securities
Iowa
$44.1K +$43.8K +1,248 +13,867%
New York State Teachers Retirement System (NYSTRS)
153
New York State Teachers Retirement System (NYSTRS)
New York
$42K +$42K +1,211 New
AB
154
Amalgamated Bank
New York
$40K – – –
IBOK
155
Independence Bank of Kentucky
Kentucky
$36.8K – – –
CBT
156
Central Bank & Trust
Kentucky
$35.1K – – –
WTC
157
WhitTier Trust Company
Nevada
$28.2K -$105 -3 -0.4%
NC
158
nVerses Capital
Florida
$28K -$112K -3,200 -80%
RTC
159
Riverview Trust Company
Washington
$24K – – –
SC
160
SouthState Corp
Florida
$19.3K +$19.3K +550 New
ADL
161
Asset Dedication LLC
California
$18.3K +$18.3K +521 New
BCWM
162
Bartlett & Co Wealth Management
Ohio
$17.5K – – –
CFFP
163
Center for Financial Planning
Michigan
$17.5K – – –
FHA
164
First Horizon Advisors
Tennessee
$14K – – –
CFGS
165
Concourse Financial Group Securities
Alabama
$13.2K +$13.2K +377 New
QL
166
Quarry LP
New York
$12.6K +$12.6K +359 New
MG
167
Mather Group
Illinois
$10.1K +$4.6K +111 +83%
CTA
168
Colonial Trust Advisors
South Carolina
$9.54K – – –
Comerica Bank
169
Comerica Bank
Texas
$9.1K +$2.45K +70 +37%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$8K +$8K +223 New
HNB
171
Huntington National Bank
Ohio
$7.01K -$947 -27 -12%
PCA
172
Providence Capital Advisors
North Carolina
$7.01K – – –
SFA
173
Semmax Financial Advisors
North Carolina
$6.03K – – –
PA
174
Parallel Advisors
California
$5.79K – – –
FFA
175
Farther Finance Advisors
California
$5.13K +$5.02K +147 +4,900%
5 6
7
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