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Live Oak Bancshares
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Overview Fund Activity

209 hedge funds and large institutions have $1.41B invested in Live Oak Bancshares in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
68
Reduced
58
Closed
17
Calls
$3.21M
Puts
$492K
Net Calls
+$2.71M
Net Calls Change
+$2.72M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$55M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$14.5M
3
Citadel Advisors
Citadel Advisors
Florida
$22.5M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$6.27M
5
State Street
State Street
Massachusetts
$52.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$10.4M
2
NRCM
North Reef Capital Management
California
$0
3
Ameriprise
Ameriprise
Minnesota
$40.4M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$77.7M
5
BTI
Blue Trust Inc
Georgia
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$306M +$394K +8,313 +0.1%
BlackRock
2
BlackRock
New York
$131M +$470K +9,932 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$124M +$799K +16,860 +0.6%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$77.7M -$6.79M -143,345 -8%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.5M -$390K -8,237 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$67.1M +$659K +13,921 +1%
Capital International Investors
7
Capital International Investors
California
$55M +$21M +443,056 +62%
State Street
8
State Street
Massachusetts
$52.6M +$6.22M +131,343 +13%
Ameriprise
9
Ameriprise
Minnesota
$40.4M -$7.98M -168,364 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.7M +$655K +13,824 +2%
SAM
11
Southernsun Asset Management
Tennessee
$34.2M -$4.68M -98,695 -12%
Citadel Advisors
12
Citadel Advisors
Florida
$22.5M +$13.5M +284,918 +149%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$17.8M +$1.25M +26,420 +8%
TCOTS
14
Trust Company of the South
North Carolina
$15.7M – – –
Aberdeen Group
15
Aberdeen Group
United Kingdom
$14.5M +$14.5M +306,124 New
Northern Trust
16
Northern Trust
Illinois
$14.4M +$622K +13,134 +5%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.3M -$367K -7,739 -3%
Charles Schwab
18
Charles Schwab
California
$13.2M +$384K +8,116 +3%
Goldman Sachs
19
Goldman Sachs
New York
$12.5M +$2.33M +49,125 +23%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$10.5M +$363K +7,662 +4%
Millennium Management
21
Millennium Management
New York
$10.4M -$12.8M -271,057 -55%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$9.46M -$2.08M -43,889 -18%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$8.78M +$3.96M +83,639 +82%
American Century Companies
24
American Century Companies
Missouri
$8.12M -$2.39M -50,416 -23%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.8M -$1.06M -22,297 -12%
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