Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Live Oak Bancshares Inc (LOB)

238 + Investors. Track Smart Money conviction in LOB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — LOB

Based on 239 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LOB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
239 hedge funds hold LOB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

124 buying90 selling
Last quarter: 124 funds bought or added vs 90 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new LOB position: 29 → 34 → 25 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 18% new
154 out of 239 hedge funds have held LOB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +31% but shares only +5% — price-driven

Value
+30%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~38 new funds/quarter

25 → 29 → 34 → 25 → 38 new funds/Q
New funds entering each quarter: 29 → 34 → 25 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 241 holders: 165 (68%) are 2+ year veterans, 25 entered 1–2 years ago, and 51 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
48 of 239 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in LOB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LOB

In 2026 Q2, 124 hedge funds were net buyers of LOB (38 opened a new position, 86 added to an existing one), while 90 reduced or exited (64 trimmed, 26 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 49% of total institutional value in LOB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 239.

Hedge Fund Ownership: LOB

How many hedge funds hold LOB — quarterly history vs. share price
Quarterly hedge fund ownership of LOB vs. share price

Market Analysis: LOB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LOB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: LOB
238 + Investors

Track Smart Money conviction in LOB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 238 227 4.85%
13F Shares 33M 33M 0.41%
Total Value $1.07B $854M 25.77%
New Positions 38 25 +13
Increased Positions 84 81 +3
Closed Positions 27 29 -2
Reduced Positions 63 78 -15
Total Calls 2 3 -33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LOB

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Institutional Holders (2026 Q2)

238 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LOB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LOB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Southernsun Asset Management, LLC 5.14% 934,751 $38.2M
2 Pathfinder Wealth Consulting, Inc. 1.68% 78,483 $2.6M
3 Trust Co of the South 0.96% 167,500 $6.8M
4 Riggs Asset Managment Co. Inc. 0.48% 65,180 $2.7M
5 Gilder Gagnon Howe & Co LLC 0.47% 1,123,910 $45.9M
6 Chatham Capital Group, INC. 0.31% 58,903 $2.4M
7 Algert Global LLC 0.28% 586,166 $23.9M
8 Rice Hall James & Associates, LLC 0.28% 140,163 $5.7M
9 Royce & Associates LP 0.21% 646,091 $26.4M
10 Dark Forest Capital Management LP 0.17% 65,920 $2.7M
11 one8zero8, LLC 0.17% 20,985 $857K
12 Barrow Hanley Mewhinney & Strauss LLC 0.17% 1,360,091 $55.5M
13 Tannin Capital LLC 0.14% 5,388 $220K
14 Bridgeway Capital Management, LLC 0.11% 154,378 $6.3M
15 Sovran Advisors, LLC 0.11% 34,362 $1.5M
16 Aigen Investment Management, LP 0.11% 9,668 $395K
17 CenterBook Partners LP 0.11% 53,530 $2.2M
18 Lighthouse Investment Partners, LLC 0.10% 89,556 $3.7M
19 E. Ohman J:or Asset Management AB 0.09% 98,745 $4.0M
20 Whittier Trust Co 0.09% 224,384 $9.4M
21 Whittier Trust Co of Nevada Inc 0.09% 117,000 $4.8M
22 Motley Fool Asset Management LLC 0.08% 50,541 $2.1M
23 NJ State Employees Deferred Compensation Plan 0.07% 18,000 $634K
24 William Blair Investment Management, LLC 0.07% 569,233 $23.2M
25 PDT Partners, LLC 0.07% 31,021 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Live Oak Bancshares Inc (LOB)

What does the Smart Money Trend signal show for LOB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LOB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LOB?

Slight buying edge — 58% buying: Last quarter: 124 funds bought or added vs 90 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LOB holders?

Elite ownership — 49% AUM from top-100 funds: 48 of 239 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in LOB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LOB?

64% of holders stayed for 2+ years: 154 out of 239 hedge funds have held LOB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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