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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 %
Lord, Abbett & Co
201
Lord, Abbett & Co
New Jersey
– -$513K -12,346 Closed
Tudor Investment Corp
202
Tudor Investment Corp
Connecticut
– -$501K -12,061 Closed
STA
203
Summit Trail Advisors
New York
– -$425K -10,250 Closed
Jennison Associates
204
Jennison Associates
New York
– -$383K -9,222 Closed
BAM
205
Bosun Asset Management
Illinois
– -$330K -7,959 Closed
JF
206
Jump Financial
Illinois
– -$307K -7,387 Closed
XT
207
XTX Topco
Cayman Islands
– -$288K -6,927 Closed
Handelsbanken Fonder
208
Handelsbanken Fonder
Sweden
– -$286K -6,900 Closed
HF
209
HRT Financial
New York
– -$281K -6,772 Closed
PIP
210
Peachtree Investment Partners
Florida
– -$272K -6,553 Closed
ProShare Advisors
211
ProShare Advisors
Maryland
– -$251K -6,048 Closed
SF
212
Synovus Financial
Georgia
– -$228K -5,500 Closed
DA
213
Duality Advisers
Florida
– -$224K -5,394 Closed
Mariner
214
Mariner
Kansas
– -$218K -5,248 Closed
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
– -$77.3K -1,861 Closed
ACM
216
Aquatic Capital Management
Illinois
– -$74.7K -1,800 Closed
AIM
217
Anchor Investment Management
South Carolina
– -$31.1K -750 Closed
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
– -$3.58K -86 Closed
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
– -$2.78K -67 Closed
FPB
220
First PREMIER Bank
South Dakota
– -$2K -47 Closed
FCAS
221
First Command Advisory Services
Texas
– -$623 -15 Closed
AWM
222
Avior Wealth Management
Nebraska
– -$290 -7 Closed
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