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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 %
ACM
176
Aster Capital Management
United Arab Emirates
$9.61K +$9.61K +243 New
PAS
177
Point72 Asia (Singapore)
Singapore
$8.75K +$8.75K +221 New
GI
178
GAMMA Investing
California
$7.95K +$2.89K +73 +57%
HNB
179
Huntington National Bank
Ohio
$7.91K – – –
SCM
180
Sterling Capital Management
North Carolina
$7.32K +$5.54K +140 +311%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$7K +$437 +11 +7%
BTI
182
Blue Trust Inc
Georgia
$6.88K -$2.81M -70,997 -100%
PA
183
Parallel Advisors
California
$6.72K – – –
SFA
184
Semmax Financial Advisors
North Carolina
$5.35K – – –
SS
185
SBI Securities
Japan
$5.06K +$5.06K +128 New
FFA
186
Farther Finance Advisors
California
$5.02K -$752 -19 -13%
SAM
187
Smartleaf Asset Management
Massachusetts
$4.87K +$673 +17 +16%
LC
188
Lindbrook Capital
California
$4.79K -$633 -16 -12%
MG
189
Mather Group
Illinois
$4.63K – – –
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.96K – – –
Q1WB
191
Quest 10 Wealth Builders
Virginia
$3.96K +$3.96K +100 New
MCM
192
MAI Capital Management
Ohio
$3.35K +$3.35K +85 New
Bessemer Group
193
Bessemer Group
New Jersey
$2K – – –
HFS
194
Hantz Financial Services
Michigan
$2K – – –
RIL
195
Rothschild Investment LLC
Illinois
$1.78K +$198 +5 +13%
AWM
196
Abound Wealth Management
Tennessee
$1.58K – – –
WT
197
Whittier Trust
California
$1.5K – – –
FFO
198
Fortitude Family Office
Arizona
$1.46K – – –
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$1.19K +$1.19K +30 New
JWA
200
JFS Wealth Advisors
Pennsylvania
$989 – – –
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8
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