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Liberty Energy
LBRT

Overview Fund Activity

258 hedge funds and large institutions have $2B invested in Liberty Energy in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 31 closing their positions.

Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
39
Increased
117
Reduced
73
Closed
31
Calls
$7.24M
Puts
$1.98M
Net Calls
+$5.26M
Net Calls Change
-$331K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$104M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$96.4M
3
Millennium Management
3
Millennium Management
New York
$58.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$245M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$205M
2
JWM
2
JFG Wealth Management
Colorado
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.83M
5
SCM
5
SIR Capital Management
New York
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
226
TCI Wealth Advisors
Arizona
$15.7K 1,223 – –
AF
227
Allworth Financial
California
$12.6K 985 – –
MIM
228
Macroview Investment Management
Maryland
$11.4K 890 +890 New
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.29K 725 +725 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$9K 729 +308 +73%
TPCW
231
TD Private Client Wealth
New York
$7.64K 596 +596 New
WTA
232
Washington Trust Advisors
Massachusetts
$7.44K 581 +164 +39%
PA
233
Parallel Advisors
California
$5.91K 461 +28 +6%
Barrow, Hanley, Mewhinney & Strauss
234
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.82K 454 – –
CIM
235
Contravisory Investment Management
Massachusetts
$4.73K 369 – –
BWM
236
Baystate Wealth Management
Massachusetts
$4.01K 313 +1 +0.3%
SSB
237
Sandy Spring Bank
Maryland
$3.97K 310 – –
IA
238
IFP Advisors
Florida
$3.41K 170 -123 -42%
BAM
239
Bellevue Asset Management
Washington
$2.82K 220 +62 +39%
S
240
SignatureFD
Georgia
$2.63K 205 +172 +521%
EWA
241
EverSource Wealth Advisors
Alabama
$2.49K 194 – –
GWS
242
Glassman Wealth Services
Virginia
$2.28K 178 +60 +51%
BIA
243
Bell Investment Advisors
California
$2.04K 159 +118 +288%
PVH
244
Psagot Value Holdings
Israel
$2K 123 +123 New
GRP
245
Global Retirement Partners
California
$1.65K 138 -242 -64%
SC
246
Schubert & Co
Texas
$1.05K 82 -61 -43%
SFG
247
Steward Financial Group
Texas
$1K 82 +42 +105%
VCM
248
Versant Capital Management
Arizona
$897 70 – –
IFAM
249
Institutional & Family Asset Management
Colorado
$884 69 +15 +28%
JWA
250
JFS Wealth Advisors
Pennsylvania
$667 52 -2 -4%
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10
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