LOB icon

Live Oak Bancshares
LOB

Overview Fund Activity

221 hedge funds and large institutions have $802M invested in Live Oak Bancshares in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
85
Reduced
48
Closed
34
Calls
$1.47M
Puts
$490K
Net Calls
+$983K
Net Calls Change
+$1.08M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.41M
3
Citigroup
Citigroup
New York
+$6.38M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$80.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.1M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$13.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.86M
5
TAM
Trillium Asset Management
Massachusetts
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$173M +$1.73M +65,038 +1%
BlackRock
2
BlackRock
New York
$72M -$2.82M -105,807 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$70.9M +$706K +26,481 +1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$41.4M +$351K +13,169 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.1M +$242K +9,080 +0.6%
State Street
6
State Street
Massachusetts
$33.8M -$1.87M -70,240 -5%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$28.4M -$4.19M -157,235 -13%
SAM
8
Southernsun Asset Management
Tennessee
$23.2M +$2.01M +75,214 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$21.2M +$591K +22,155 +3%
Millennium Management
10
Millennium Management
New York
$18.3M +$15.9M +596,841 +656%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$10.3M +$6.01M +225,459 +142%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$9.84M +$9.41M +353,105 +2,212%
TCOTS
13
Trust Company of the South
North Carolina
$8.81M – – –
Citadel Advisors
14
Citadel Advisors
Florida
$8.31M +$5.8M +217,409 +230%
Northern Trust
15
Northern Trust
Illinois
$8.17M -$207K -7,781 -2%
NL
16
Nuveen LLC
North Carolina
$8.12M +$8.12M +304,420 New
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.97M +$45.1K +1,690 +0.6%
Citigroup
18
Citigroup
New York
$7.87M +$6.38M +239,356 +428%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$7.54M +$4.91M +184,090 +187%
Charles Schwab
20
Charles Schwab
California
$7.49M -$83.4K -3,127 -1%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$7.09M +$4.58M +171,743 +182%
Goldman Sachs
22
Goldman Sachs
New York
$7.04M +$929K +34,849 +15%
MFWM
23
Motley Fool Wealth Management
Virginia
$7.03M +$3.14M +117,674 +80%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$6.17M -$117K -4,393 -2%
Jane Street
25
Jane Street
New York
$5.38M +$4.99M +187,011 +1,263%
1
2 3 4 5