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Liberty Energy
LBRT

Overview Fund Activity

265 hedge funds and large institutions have $2.08B invested in Liberty Energy in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
123
Reduced
84
Closed
28
Calls
$2.83M
Puts
$2.35M
Net Calls
+$480K
Net Calls Change
-$4.78M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.1M
2
BlackRock
2
BlackRock
New York
$197M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$116M
4
EIP
4
Epoch Investment Partners
New York
$11.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$27.3M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$39.6M
3
Macquarie Group
3
Macquarie Group
Australia
$88.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$202M
5
OC
5
Oakmont Corp
California
$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
251
Sutton Wealth Advisors
Florida
$2.67K +$2.67K +200 New
GWS
252
Glassman Wealth Services
Virginia
$2.58K +$201 +15 +8%
IA
253
IFP Advisors
Florida
$2.27K – – –
PVH
254
Psagot Value Holdings
Israel
$2K -$16 -1 -0.8%
GRP
255
Global Retirement Partners
California
$1.93K +$80 +6 +4%
VCM
256
Versant Capital Management
Arizona
$1.65K +$709 +53 +76%
BIA
257
Bell Investment Advisors
California
$1.11K -$1.02K -76 -48%
IFAM
258
Institutional & Family Asset Management
Colorado
$923 – – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$829 +$134 +10 +19%
HI
260
Harbour Investments
Wisconsin
$575 -$40 -3 -7%
SIC
261
SJS Investment Consulting
Ohio
$428 +$134 +10 +45%
AF
262
Advisornet Financial
Minnesota
$361 +$27 +2 +8%
DI
263
Disciplined Investments
Oklahoma
$348 +$13 +1 +4%
TWP
264
TFO Wealth Partners
Ohio
$94 – – –
Comerica Bank
265
Comerica Bank
Texas
$1 +$1 +728,462 New
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
– -$30.9M -2,411,878 Closed
Point72 Asset Management
267
Point72 Asset Management
Connecticut
– -$6.55M -511,451 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
268
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$5.36M -418,600 Closed
E
269
Ergoteles
New York
– -$5.35M -417,444 Closed
SCM
270
SIR Capital Management
New York
– -$4.2M -328,183 Closed
BM
271
Bridger Management
New York
– -$2.41M -188,000 Closed
Capital Fund Management (CFM)
272
Capital Fund Management (CFM)
France
– -$1.57M -122,589 Closed
ADIM
273
Alpha DNA Investment Management
Maryland
– -$1.07M -83,567 Closed
CIC
274
Cornercap Investment Counsel
Georgia
– -$907K -70,807 Closed
CANY
275
Caxton Associates (New York)
New York
– -$897K -70,037 Closed
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