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Liberty Energy
LBRT

Overview Fund Activity

250 hedge funds and large institutions have $2.36B invested in Liberty Energy in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 23 closing their positions.

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
66
Increased
85
Reduced
77
Closed
23
Calls
$7.33M
Puts
$1.74M
Net Calls
+$5.59M
Net Calls Change
+$3.59M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$37.7M
2
EAM
2
Eagle Asset Management
Florida
$36.3M
3
GJL
3
Gendell Jeffrey L
$19.2M
4
SCM
4
SIR Capital Management
New York
$23.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$287M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.65M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$351M
3
SG
3
Sourcerock Group
Colorado
$0
4
VanEck Associates
4
VanEck Associates
New York
$111M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$6.08K 380 +380 New
IA
227
IFP Advisors
Florida
$6K 293 +293 New
CIM
228
Contravisory Investment Management
Massachusetts
$5.91K 369 – –
BWM
229
Baystate Wealth Management
Massachusetts
$5K 312 +312 New
SSB
230
Sandy Spring Bank
Maryland
$4.96K 310 +310 New
EWA
231
EverSource Wealth Advisors
Alabama
$3.11K 194 – –
BAM
232
Bellevue Asset Management
Washington
$2.53K 158 +26 +20%
SC
233
Schubert & Co
Texas
$2.29K 143 +14 +11%
CAL
234
Capital Advisors Ltd
Ohio
$2K 133 +101 +316%
GWS
235
Glassman Wealth Services
Virginia
$1.89K 118 +15 +15%
VCM
236
Versant Capital Management
Arizona
$1.12K 70 – –
JWA
237
JFS Wealth Advisors
Pennsylvania
$865 54 +3 +6%
IFAM
238
Institutional & Family Asset Management
Colorado
$865 54 +54 New
MCC
239
Money Concepts Capital
Florida
$801 50 +50 New
FFA
240
Farther Finance Advisors
California
$784 49 +49 New
HS
241
Horan Securities
United States
$704 44 +44 New
BIA
242
Bell Investment Advisors
California
$656 41 – –
TWP
243
TFO Wealth Partners
Ohio
$649 3 +3 New
SIC
244
SJS Investment Consulting
Ohio
$544 34 -6 -15%
S
245
SignatureFD
Georgia
$528 33 +9 +38%
DI
246
Disciplined Investments
Oklahoma
$352 22 -1 -4%
HCP
247
Hexagon Capital Partners
Arkansas
$352 22 +22 New
AF
248
Advisornet Financial
Minnesota
$288 18 +18 New
SG
249
Sourcerock Group
Colorado
– – -1,165,695 Closed
MIM
250
Merewether Investment Management
Texas
– – -714,182 Closed
8 9
10
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