LOB — LIVE OAK BANCSHARES INC
Reported value held$484.60M
Funds holding (latest)38
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$337.94M · 8.31M sh
New / Add / Cut / Exit4 / 15 / 10 / 1
Top-5 / Top-10 concentration70.3% / 85.2%
Institutional holdings change
Accumulating +1.5%
(+125.76K sh)
Institutional value change
Up +25.3%
As of Q2 2026, 30 SEC-registered investment managers reported holding LOB (LIVE OAK BANCSHARES INC) in their latest 13F filings, with a combined reported value of $337.94M across 8.31M shares. That is +1.5% by share count (+125.76K shares) versus the previous quarter, while reported value moved +25.3%. Ownership is concentrated: the five largest holders account for 70.3% of reported value and the top ten for 85.2%.
Compared with the prior quarter, 4 opened new positions, 15 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LOB is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.52M | $143.59M | 0.00% | Add |
| Geode Capital Management history | 912.54K | $37.28M | 0.00% | Add |
| Royce & Associates history | 646.09K | $26.39M | 0.21% | Add |
| Two Sigma Investments history | 420.26K | $17.16M | 0.01% | Reduce |
| Northern Trust Corp history | 320.78K | $13.10M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 299.27K | $12.22M | 0.00% | Add |
| Manulife Financial history | 283.13K | $11.56M | 0.01% | Reduce |
| Bank of America Corp history | 230.02K | $9.39M | 0.00% | Add |
| D. E. Shaw & Co history | 217.94K | $8.90M | 0.01% | Reduce |
| Goldman Sachs Group history | 203.44K | $8.31M | 0.00% | Reduce |
| Morgan Stanley history | 188.57K | $7.70M | 0.00% | Reduce |
| UBS Group AG history | 161.90K | $6.61M | 0.00% | Add |
| AQR Capital Management history | 138.96K | $5.67M | 0.00% | Add |
| BNY Mellon history | 110.33K | $4.51M | 0.00% | Add |
| Wells Fargo & Co history | 95.79K | $3.91M | 0.00% | Add |
| Deutsche Bank AG history | 95.47K | $3.90M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 85.38K | $3.49M | 0.00% | Add |
| Invesco Ltd history | 58.74K | $2.40M | 0.00% | Reduce |
| Citigroup Inc history | 46.39K | $1.89M | 0.00% | Add |
| Marshall Wace history | 44.52K | $1.82M | 0.00% | New |
| JPMorgan Chase & Co history | 41.84K | $1.78M | 0.00% | New |
| Point72 Asset Management history | 38.62K | $1.58M | 0.01% | New |
| Legal & General Investment Management America history | 36.34K | $1.48M | 0.00% | Add |
| Balyasny Asset Management history | 27.93K | $1.14M | 0.00% | Add |
| Millennium Management history | 22.91K | $935.68K | 0.00% | Reduce |
| Franklin Resources history | 15.99K | $653.03K | 0.00% | Reduce |
| Citadel Advisors history | 7.70K | $314.47K | 0.00% | Reduce |
| Prudential Financial history | 6.13K | $250.55K | 0.00% | New |
| T. Rowe Price Associates history | 41.53K | $1.70K | 0.00% | Add |
| PNC Financial Services history | 30 | $1.23K | 0.00% | Hold |
Q1 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.43M | $113.53M | 0.00% | Reduce |
| Geode Capital Management history | 853.96K | $28.25M | 0.00% | Add |
| Royce & Associates history | 573.85K | $18.98M | 0.19% | Add |
| Two Sigma Investments history | 434.17K | $14.36M | 0.01% | Add |
| Northern Trust Corp history | 324.39K | $10.73M | 0.00% | Add |
| Goldman Sachs Group history | 319.00K | $10.55M | 0.00% | Add |
| Charles Schwab Investment Management history | 290.63K | $9.61M | 0.00% | Hold |
| Manulife Financial history | 285.13K | $9.43M | 0.01% | Reduce |
| D. E. Shaw & Co history | 263.00K | $8.70M | 0.01% | Reduce |
| Morgan Stanley history | 221.72K | $7.33M | 0.00% | Reduce |
| Bank of America Corp history | 174.61K | $5.77M | 0.00% | Reduce |
| UBS Group AG history | 142.82K | $4.72M | 0.00% | Reduce |
| Millennium Management history | 135.59K | $4.48M | 0.00% | Reduce |
| Citadel Advisors history | 103.06K | $3.41M | 0.00% | Reduce |
| AQR Capital Management history | 100.61K | $3.33M | 0.00% | Reduce |
| BNY Mellon history | 100.28K | $3.32M | 0.00% | Reduce |
| Wells Fargo & Co history | 90.91K | $3.01M | 0.00% | Reduce |
| Deutsche Bank AG history | 89.28K | $2.95M | 0.00% | Add |
| Invesco Ltd history | 65.28K | $2.16M | 0.00% | Add |
| Citigroup Inc history | 45.72K | $1.51M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 29.73K | $983.13K | 0.00% | Reduce |
| Legal & General Investment Management America history | 28.14K | $929.13K | 0.00% | Reduce |
| Balyasny Asset Management history | 18.53K | $612.75K | 0.00% | Reduce |
| Franklin Resources history | 18.11K | $598.90K | 0.00% | New |
| Janus Henderson Group history | 14.06K | $465.63K | 0.00% | Hold |
| T. Rowe Price Associates history | 33.12K | $1.10K | 0.00% | Add |
| PNC Financial Services history | 30 | $992 | 0.00% | Hold |
Q4 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.58M | $122.84M | 0.00% | Add |
| Vanguard Group history | 2.70M | $92.84M | 0.00% | Add |
| Geode Capital Management history | 817.44K | $28.08M | 0.00% | Reduce |
| D. E. Shaw & Co history | 338.49K | $11.63M | 0.01% | Add |
| Goldman Sachs Group history | 293.24K | $10.07M | 0.00% | Add |
| Charles Schwab Investment Management history | 291.96K | $10.03M | 0.00% | Reduce |
| Manulife Financial history | 288.12K | $9.90M | 0.01% | Reduce |
| Two Sigma Investments history | 286.16K | $9.83M | 0.01% | Add |
| Northern Trust Corp history | 285.09K | $9.79M | 0.00% | Reduce |
| Morgan Stanley history | 273.10K | $9.38M | 0.00% | Reduce |
| Millennium Management history | 258.07K | $8.86M | 0.00% | Reduce |
| Royce & Associates history | 247.34K | $8.50M | 0.09% | New |
| Citadel Advisors history | 218.98K | $7.52M | 0.00% | Add |
| Bank of America Corp history | 188.57K | $6.48M | 0.00% | Reduce |
| Wells Fargo & Co history | 161.55K | $5.55M | 0.00% | Add |
| UBS Group AG history | 160.71K | $5.52M | 0.00% | Add |
| BNY Mellon history | 103.54K | $3.56M | 0.00% | Reduce |
| AQR Capital Management history | 102.40K | $3.52M | 0.00% | Add |
| Deutsche Bank AG history | 85.69K | $2.94M | 0.00% | Reduce |
| Invesco Ltd history | 64.32K | $2.21M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 54.77K | $1.88M | 0.00% | Add |
| JPMorgan Chase & Co history | 53.00K | $1.82M | 0.00% | Reduce |
| Legal & General Investment Management America history | 33.38K | $1.15M | 0.00% | Reduce |
| Citigroup Inc history | 32.53K | $1.12M | 0.00% | Add |
| Balyasny Asset Management history | 29.21K | $1.00M | 0.00% | Add |
| Janus Henderson Group history | 14.06K | $483.00K | 0.00% | Reduce |
| PNC Financial Services history | 30 | $1.03K | 0.00% | Hold |
| T. Rowe Price Associates history | 28.48K | $979 | 0.00% | Reduce |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.22M | $113.39M | 0.00% | Add |
| Vanguard Group history | 2.69M | $94.58M | 0.00% | Hold |
| Geode Capital Management history | 826.22K | $29.10M | 0.00% | Add |
| Northern Trust Corp history | 304.64K | $10.73M | 0.00% | Add |
| Charles Schwab Investment Management history | 294.68K | $10.38M | 0.00% | Add |
| Manulife Financial history | 290.57K | $10.23M | 0.01% | Reduce |
| Goldman Sachs Group history | 289.07K | $10.18M | 0.00% | Reduce |
| Morgan Stanley history | 286.08K | $10.08M | 0.00% | Add |
| Millennium Management history | 282.93K | $9.96M | 0.00% | Reduce |
| D. E. Shaw & Co history | 275.45K | $9.70M | 0.01% | Reduce |
| Bank of America Corp history | 198.55K | $6.99M | 0.00% | Add |
| BNY Mellon history | 176.37K | $6.21M | 0.00% | Hold |
| JPMorgan Chase & Co history | 161.19K | $5.68M | 0.00% | Reduce |
| Citadel Advisors history | 161.13K | $5.68M | 0.00% | Reduce |
| Two Sigma Investments history | 155.17K | $5.47M | 0.01% | Add |
| UBS Group AG history | 124.19K | $4.37M | 0.00% | Add |
| Deutsche Bank AG history | 124.04K | $4.37M | 0.00% | Add |
| Janus Henderson Group history | 111.92K | $3.94M | 0.00% | Add |
| AQR Capital Management history | 94.28K | $3.32M | 0.00% | Add |
| Wells Fargo & Co history | 82.17K | $2.89M | 0.00% | Reduce |
| Invesco Ltd history | 58.88K | $2.07M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 52.87K | $1.86M | 0.00% | Add |
| Legal & General Investment Management America history | 38.85K | $1.37M | 0.00% | Hold |
| Point72 Asset Management history | 37.10K | $1.31M | 0.00% | Add |
| Citigroup Inc history | 28.68K | $1.01M | 0.00% | Reduce |
| Marshall Wace history | 28.66K | $1.01M | 0.00% | Reduce |
| Balyasny Asset Management history | 24.20K | $852.39K | 0.00% | New |
| T. Rowe Price Associates history | 33.68K | $1.19K | 0.00% | Add |
| PNC Financial Services history | 30 | $1.06K | 0.00% | New |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.73M | $81.31M | 0.00% | Add |
| BlackRock Inc history | 2.73M | $81.31M | 0.00% | Add |
| Vanguard Group history | 2.69M | $80.12M | 0.00% | Add |
| Geode Capital Management history | 817.18K | $24.35M | 0.00% | Add |
| Millennium Management history | 639.84K | $19.07M | 0.01% | Reduce |
| D. E. Shaw & Co history | 442.17K | $13.18M | 0.01% | Add |
| Goldman Sachs Group history | 391.28K | $11.66M | 0.00% | Add |
| Goldman Sachs Group history | 391.28K | $11.66M | 0.00% | Add |
| Northern Trust Corp history | 298.30K | $8.89M | 0.00% | Reduce |
| Manulife Financial history | 295.17K | $8.80M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 286.48K | $8.54M | 0.00% | Add |
| Citadel Advisors history | 256.23K | $7.64M | 0.00% | Reduce |
| Citadel Advisors history | 256.23K | $7.64M | 0.00% | Reduce |
| Morgan Stanley history | 229.99K | $6.85M | 0.00% | Add |
| Morgan Stanley history | 229.99K | $6.85M | 0.00% | Add |
| JPMorgan Chase & Co history | 200.40K | $5.97M | 0.00% | Add |
| JPMorgan Chase & Co history | 200.40K | $5.97M | 0.00% | Add |
| BNY Mellon history | 176.73K | $5.27M | 0.00% | Add |
| Bank of America Corp history | 128.82K | $3.84M | 0.00% | Add |
| Wells Fargo & Co history | 115.14K | $3.43M | 0.00% | Add |
| UBS Group AG history | 112.77K | $3.36M | 0.00% | Reduce |
| Deutsche Bank AG history | 81.76K | $2.44M | 0.00% | Reduce |
| Deutsche Bank AG history | 81.76K | $2.44M | 0.00% | Reduce |
| AQR Capital Management history | 61.08K | $1.82M | 0.00% | Add |
| Invesco Ltd history | 52.77K | $1.57M | 0.00% | Add |
| Citigroup Inc history | 48.35K | $1.44M | 0.00% | Reduce |
| Two Sigma Investments history | 42.22K | $1.26M | 0.00% | Reduce |
| Two Sigma Investments history | 42.22K | $1.26M | 0.00% | Reduce |
| Legal & General Investment Management America history | 39.04K | $1.16M | 0.00% | Add |
| Marshall Wace history | 33.53K | $999.34K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 21.66K | $645.58K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 21.66K | $645.58K | 0.00% | Add |
| Point72 Asset Management history | 18.99K | $565.78K | 0.00% | Reduce |
| Point72 Asset Management history | 18.99K | $565.78K | 0.00% | Reduce |
| Janus Henderson Group history | 14.06K | $418.88K | 0.00% | Reduce |
| T. Rowe Price Associates history | 31.89K | $951 | 0.00% | Add |
Q1 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.70M | $72.03M | 0.00% | Reduce |
| BlackRock Inc history | 2.70M | $72.03M | 0.00% | Reduce |
| Vanguard Group history | 2.66M | $70.86M | 0.00% | Add |
| Geode Capital Management history | 794.95K | $21.20M | 0.00% | Add |
| Millennium Management history | 687.88K | $18.34M | 0.01% | Add |
| D. E. Shaw & Co history | 384.49K | $10.25M | 0.01% | Add |
| Balyasny Asset Management history | 369.07K | $9.84M | 0.02% | Add |
| Citadel Advisors history | 319.94K | $8.53M | 0.00% | Add |
| Citadel Advisors history | 319.94K | $8.53M | 0.00% | Add |
| Northern Trust Corp history | 306.54K | $8.17M | 0.00% | Reduce |
| Manulife Financial history | 298.77K | $7.97M | 0.01% | Add |
| Citigroup Inc history | 295.25K | $7.87M | 0.00% | Add |
| Charles Schwab Investment Management history | 280.88K | $7.49M | 0.00% | Reduce |
| Goldman Sachs Group history | 264.12K | $7.04M | 0.00% | Add |
| Goldman Sachs Group history | 264.12K | $7.04M | 0.00% | Add |
| JPMorgan Chase & Co history | 188.37K | $5.02M | 0.00% | Add |
| JPMorgan Chase & Co history | 188.37K | $5.02M | 0.00% | Add |
| Morgan Stanley history | 168.93K | $4.50M | 0.00% | Add |
| Morgan Stanley history | 168.93K | $4.50M | 0.00% | Add |
| BNY Mellon history | 165.21K | $4.40M | 0.00% | Reduce |
| Deutsche Bank AG history | 123.84K | $3.30M | 0.00% | Add |
| Deutsche Bank AG history | 123.84K | $3.30M | 0.00% | Add |
| Bank of America Corp history | 114.44K | $3.05M | 0.00% | Add |
| UBS Group AG history | 113.69K | $3.03M | 0.00% | Add |
| Marshall Wace history | 95.40K | $2.54M | 0.00% | New |
| Two Sigma Investments history | 94.07K | $2.51M | 0.01% | New |
| Two Sigma Investments history | 94.07K | $2.51M | 0.01% | New |
| Wells Fargo & Co history | 93.94K | $2.50M | 0.00% | Add |
| Renaissance Technologies history | 52.40K | $1.40M | 0.00% | New |
| Renaissance Technologies history | 52.40K | $1.40M | 0.00% | New |
| Invesco Ltd history | 51.15K | $1.36M | 0.00% | Add |
| Legal & General Investment Management America history | 37.16K | $993.24K | 0.00% | Reduce |
| Point72 Asset Management history | 30.50K | $813.13K | 0.00% | Reduce |
| Point72 Asset Management history | 30.50K | $813.13K | 0.00% | Reduce |
| Principal Global Investors history | 26.44K | $704.81K | 0.00% | Add |
| Janus Henderson Group history | 23.24K | $617.40K | 0.00% | Add |
| AQR Capital Management history | 9.49K | $253.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.58K | $122.10K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.58K | $122.10K | 0.00% | Add |
| T. Rowe Price Associates history | 29.66K | $791 | 0.00% | Add |
| PNC Financial Services history | 4 | $107 | 0.00% | Reduce |
New Positions (Q2 2026)
- Marshall Wace 44.52K sh · $1.82M
- JPMorgan Chase & Co 41.84K sh · $1.78M
- Point72 Asset Management 38.62K sh · $1.58M
- Prudential Financial 6.13K sh · $250.55K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 14.06K sh · $465.63K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 3.52M | 3.43M | 3.58M | 3.22M | 2.73M | 2.70M | 2.81M | 2.77M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 912.54K | 853.96K | 817.44K | 826.22K | 817.18K | 794.95K | 772.80K | 773.72K | 759.90K | 729.86K | 713.19K | 680.84K | 655.26K | 615.97K | 593.05K | 608.26K | 586.93K | 579.27K | 563.96K | 561.02K |
| Royce & Associates | 646.09K | 573.85K | 247.34K | — | — | — | — | — | 30.90K | 30.90K | 30.90K | 47.41K | 54.12K | 57.84K | 49.74K | 41.84K | 30.90K | 30.90K | 30.90K | 30.90K |
| Two Sigma Investments | 420.26K | 434.17K | 286.16K | 155.17K | 42.22K | 94.07K | — | — | 16.49K | — | — | 10.25K | 46.70K | 83.25K | 186.04K | 243.32K | 305.21K | 91.88K | 6.10K | 17.00K |
| Northern Trust Corp | 320.78K | 324.39K | 285.09K | 304.64K | 298.30K | 306.54K | 314.32K | 304.66K | 291.53K | 304.77K | 305.38K | 298.48K | 295.61K | 301.89K | 298.52K | 292.56K | 298.54K | 302.46K | 319.41K | 322.04K |
| Charles Schwab Investment Management | 299.27K | 290.63K | 291.96K | 294.68K | 286.48K | 280.88K | 284.00K | 278.82K | 270.70K | 262.32K | 259.23K | 256.25K | 250.19K | 245.13K | 244.15K | 238.81K | 230.65K | 233.66K | 225.20K | 219.92K |
| Manulife Financial | 283.13K | 285.13K | 288.12K | 290.57K | 295.17K | 298.77K | 297.08K | 301.81K | 309.55K | 313.11K | 336.40K | 370.16K | 379.91K | 378.18K | 511.19K | 525.02K | 544.25K | 474.18K | 469.94K | 458.74K |
| Bank of America Corp | 230.02K | 174.61K | 188.57K | 198.55K | 128.82K | 114.44K | 60.46K | 101.93K | 111.53K | 148.91K | 120.19K | 132.40K | 138.53K | 175.93K | 127.75K | 116.32K | 136.13K | 103.21K | 83.63K | 60.90K |
| D. E. Shaw & Co | 217.94K | 263.00K | 338.49K | 275.45K | 442.17K | 384.49K | 159.03K | 199.80K | 243.69K | 250.37K | 339.12K | 317.67K | 291.46K | 253.43K | 246.81K | 268.91K | 223.97K | 135.38K | 44.26K | — |
| Goldman Sachs Group | 203.44K | 319.00K | 293.24K | 289.07K | 391.28K | 264.12K | 229.27K | 264.66K | 215.53K | 150.87K | 165.45K | 192.66K | 332.11K | 175.69K | 157.96K | 158.54K | 172.20K | 155.79K | 241.93K | 237.39K |
| Morgan Stanley | 188.57K | 221.72K | 273.10K | 286.08K | 229.99K | 168.93K | 167.68K | 157.87K | 99.27K | 113.94K | 158.77K | 101.01K | 89.42K | 161.47K | 150.03K | 95.69K | 98.64K | 129.96K | 93.13K | 58.81K |
| UBS Group AG | 161.90K | 142.82K | 160.71K | 124.19K | 112.77K | 113.69K | 105.63K | 81.86K | 25.77K | 45.58K | 50.86K | 34.74K | 25.78K | 27.47K | 12.02K | 23.88K | 31.74K | 36.87K | 11.80K | 27.92K |
| AQR Capital Management | 138.96K | 100.61K | 102.40K | 94.28K | 61.08K | 9.49K | 12.77K | — | — | — | — | — | — | — | — | — | — | 7.21K | 7.90K | 10.88K |
| BNY Mellon | 110.33K | 100.28K | 103.54K | 176.37K | 176.73K | 165.21K | 172.90K | 164.66K | 186.96K | 178.63K | 189.06K | 197.19K | 194.46K | 188.46K | 193.99K | 142.23K | 129.55K | 132.96K | 140.89K | 141.70K |
| Wells Fargo & Co | 95.79K | 90.91K | 161.55K | 82.17K | 115.14K | 93.94K | 69.94K | 61.29K | 53.86K | 54.45K | 54.96K | 42.82K | 49.58K | 44.35K | 38.88K | 29.75K | 32.59K | 45.21K | 69.75K | 54.12K |
| Deutsche Bank AG | 95.47K | 89.28K | 85.69K | 124.04K | 81.76K | 123.84K | 86.02K | 74.77K | 69.55K | 70.61K | 70.14K | 70.51K | 68.10K | 77.63K | 86.19K | 72.30K | 75.14K | 69.77K | 66.18K | 66.76K |
| Fidelity Management & Research (FMR) | 85.38K | 29.73K | 54.77K | 52.87K | 21.66K | 4.58K | 4.24K | 4.36K | 3.80K | 3.87K | 3.56K | 3.37K | 3.15K | 2.51K | 2.84K | 2.79K | 2.78K | 2.69K | 51.74K | 86.58K |
| Invesco Ltd | 58.74K | 65.28K | 64.32K | 58.88K | 52.77K | 51.15K | 50.72K | 50.42K | 54.31K | 57.31K | 60.16K | 39.10K | 38.85K | 42.42K | 25.17K | 26.30K | 25.65K | 26.03K | 93.83K | 40.89K |
| Citigroup Inc | 46.39K | 45.72K | 32.53K | 28.68K | 48.35K | 295.25K | 55.89K | 42.43K | 35.89K | 36.62K | 37.02K | 20.52K | 46.31K | 1.26K | 1.48K | 2.35K | 4.95K | 4.74K | 9.35K | 5.80K |
| Marshall Wace | 44.52K | — | — | 28.66K | 33.53K | 95.40K | — | — | — | — | — | — | — | 59.67K | 336.62K | 161.56K | 37.34K | 41.42K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details