LOB icon

Live Oak Bancshares
LOB

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
+$10.4M
3
Capital International Investors
Capital International Investors
California
+$9.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.4M
5
CP
CenterBook Partners
Connecticut
+$3.76M

Top Sellers

1
VA
Vident Advisory
Georgia
-$6.4M
2
DCM
Driehaus Capital Management
Illinois
-$5.92M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.38M
4
Millennium Management
Millennium Management
New York
-$2.91M
5
American Century Companies
American Century Companies
Missouri
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
HMS
176
Hanseatic Management Services
New Mexico
$4.66K – – –
LC
177
Lindbrook Capital
California
$4.49K +$3.44K +98 +327%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$4K +$357 +10 +10%
SAM
179
Smartleaf Asset Management
Massachusetts
$3.59K +$3.59K +106 New
TFA
180
Toth Financial Advisory
Virginia
$3.51K -$113K -3,220 -97%
EWA
181
EverSource Wealth Advisors
Alabama
$2.93K +$2.93K +65 New
GJWM
182
Gilliland Jeter Wealth Management
Arkansas
$2.59K – – –
HFS
183
Hantz Financial Services
Michigan
$2K – – –
GI
184
GAMMA Investing
California
$1.89K -$6.14K -175 -76%
AWM
185
Abound Wealth Management
Tennessee
$1.4K – – –
WT
186
Whittier Trust
California
$1.33K – – –
FFO
187
Fortitude Family Office
Arizona
$1.3K – – –
Jones Financial Companies
188
Jones Financial Companies
Missouri
$1.19K +$1.19K +34 New
JWA
189
JFS Wealth Advisors
Pennsylvania
$842 – – –
MTIC
190
Missouri Trust & Investment Company
Missouri
$561 – – –
IC
191
Innealta Capital
Texas
$421 +$421 +12 New
SIC
192
SJS Investment Consulting
Ohio
$351 -$35 -1 -9%
RIL
193
Rothschild Investment LLC
Illinois
$351 +$176 +5 +100%
AF
194
Allworth Financial
California
$338 – – –
DPW
195
DiNuzzo Private Wealth
Pennsylvania
$211 +$35 +1 +20%
TFM
196
TFC Financial Management
Massachusetts
$36 +$36 +1 New
DCM
197
Driehaus Capital Management
Illinois
– -$5.92M -142,542 Closed
AIG
198
American International Group
New York
– -$689K -16,590 Closed
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
– -$351K -14,383 Closed
CIA
200
Capital Impact Advisors
Massachusetts
– -$522K -12,582 Closed
5 6 7
8
9