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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.

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 Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$254M 6,419,486 -37,303 -0.6%
BlackRock
2
BlackRock
New York
$111M 2,807,565 +39,818 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$104M 2,631,256 +10,213 +0.4%
Capital International Investors
4
Capital International Investors
California
$80.7M 2,041,706 +880,530 +76%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.9M 1,540,228 -11,753 -0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$56.1M 1,418,265 +1,828 +0.1%
State Street
7
State Street
Massachusetts
$52.9M 1,337,670 +228,257 +21%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$48.4M 1,224,126 -415,117 -25%
Ameriprise
9
Ameriprise
Minnesota
$32.7M 826,456 -26,572 -3%
SAM
10
Southernsun Asset Management
Tennessee
$31.5M 796,720 +74,193 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.6M 772,796 -928 -0.1%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$14.8M 374,981 – –
Aberdeen Group
13
Aberdeen Group
United Kingdom
$13.3M 336,721 +30,597 +10%
TCOTS
14
Trust Company of the South
North Carolina
$13.1M 330,600 – –
Northern Trust
15
Northern Trust
Illinois
$12.4M 314,325 +9,661 +3%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M 297,083 -4,730 -2%
Charles Schwab
17
Charles Schwab
California
$11.2M 284,002 +5,181 +2%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$9.33M 235,834 +50,525 +27%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$9.29M 234,818 +13,555 +6%
Goldman Sachs
20
Goldman Sachs
New York
$9.07M 229,273 -35,386 -13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.84M 172,896 +8,232 +5%
Morgan Stanley
22
Morgan Stanley
New York
$6.63M 167,682 +9,813 +6%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$6.31M 159,458 +8,550 +6%
American Century Companies
24
American Century Companies
Missouri
$6.29M 159,090 -12,263 -7%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$6.29M 159,027 -40,777 -20%
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