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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 %
AIP
151
Ameritas Investment Partners
Nebraska
$132K – – –
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$125K – – –
PS
153
Principal Securities
Iowa
$119K +$59.2K +1,498 +100%
Canada Life
154
Canada Life
Manitoba, Canada
$115K – – –
CWP
155
Concord Wealth Partners
Virginia
$113K – – –
GRP
156
Global Retirement Partners
California
$102K -$3.92K -99 -4%
A
157
AlphaQuest
New York
$94.2K -$584K -14,763 -86%
TRCT
158
Tower Research Capital (TRC)
New York
$82.2K -$195K -4,918 -70%
VWM
159
Venturi Wealth Management
Texas
$70.8K +$70.8K +1,789 New
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.3K – – –
AB
161
Amalgamated Bank
New York
$45K – – –
Simplex Trading
162
Simplex Trading
Illinois
$43K +$43K +1,097 New
QCG
163
Quadrant Capital Group
Ohio
$36.5K -$16.7K -422 -31%
WTC
164
WhitTier Trust Company
Nevada
$32.3K – – –
CFGS
165
Concourse Financial Group Securities
Alabama
$27.8K +$10.4K +255 +60%
RTC
166
Riverview Trust Company
Washington
$27.1K – – –
PMAM
167
Picton Mahoney Asset Management
Ontario, Canada
$27K +$27K +686 New
RS
168
R Squared
Hong Kong
$23.3K +$23.3K +590 New
SC
169
SouthState Corp
Florida
$21.8K – – –
IBOK
170
Independence Bank of Kentucky
Kentucky
$19.8K -$5.93K -150 -23%
CFFP
171
Center for Financial Planning
Michigan
$19.8K – – –
BCWM
172
Bartlett & Co Wealth Management
Ohio
$19.8K – – –
FHA
173
First Horizon Advisors
Tennessee
$15.8K – – –
Comerica Bank
174
Comerica Bank
Texas
$9.91K -$355 -9 -3%
FDW
175
Fourth Dimension Wealth
Ohio
$9.89K +$9.89K +250 New
5 6
7
8 9