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Liberty Energy
LBRT

Overview Fund Activity

316 hedge funds and large institutions have $3.34B invested in Liberty Energy in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 132 increasing their positions, 107 reducing their positions, and 51 closing their positions.

Holders
316
Holders Change
-16
Holders Change %
-4.82%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
132
Reduced
107
Closed
51
Calls
$4.93M
Puts
$3.24M
Net Calls
+$1.68M
Net Calls Change
+$2.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$346M
2
BlackRock
2
BlackRock
New York
$524M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60.1M
4
ACG
4
Aventail Capital Group
New York
$21.4M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$134M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
ECM
3
ExodusPoint Capital Management
New York
$0
4
EAM
4
Eagle Asset Management
Florida
$3.87M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
226
AlphaMark Advisors
Kentucky
$293K 15,341 +15,341 New
MWA
227
Meridian Wealth Advisors
Texas
$283K 14,800 – –
TI
228
Tidal Investments
Wisconsin
$273K 14,299 +1,817 +15%
ET
229
Equitable Trust
Tennessee
$265K 13,892 -1,490 -10%
OQS
230
Occudo Quantitative Strategies
Florida
$258K 13,528 +13,528 New
PS
231
Principal Securities
Iowa
$257K 13,485 +1,952 +17%
State of Wisconsin Investment Board
232
State of Wisconsin Investment Board
Wisconsin
$253K 13,233 -17,987 -58%
PWM
233
Perigon Wealth Management
California
$249K 13,058 -9,831 -43%
TRCT
234
Tower Research Capital (TRC)
New York
$231K 12,105 -16,853 -58%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$228K 11,437 -17,565 -61%
GCM
236
Gallacher Capital Management
Colorado
$226K 11,831 -1,546 -12%
Walleye Capital
237
Walleye Capital
New York
$210K 11,021 +10,470 +1,900%
NC
238
nVerses Capital
Florida
$210K 11,000 +8,100 +279%
LPL Financial
239
LPL Financial
California
$208K 10,901 -2,194 -17%
USAA
240
United Services Automobile Association
Texas
$207K 10,826 -753 -7%
SG Americas Securities
241
SG Americas Securities
New York
$206K 10,771 -71,216 -87%
KAS
242
Kestra Advisory Services
Texas
$204K 10,700 -303 -3%
PCMC
243
Paragon Capital Management (Colorado)
Colorado
$202K 10,593 -1,909 -15%
X
244
Xponance
Pennsylvania
$201K 10,530 +199 +2%
N
245
Numerai
California
$199K 10,408 +10,408 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$186K 9,722 +3,509 +56%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$184K 9,628 +3,114 +48%
USGIU
248
U.S. Global Investors (USGI)
Texas
$143K 7,500 – –
MFG
249
Mendota Financial Group
Wisconsin
$135K 7,050 +8 +0.1%
SOAMC
250
Spirit of America Management Corp
New York
$134K 7,000 – –
8 9
10
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