LBRT icon

Liberty Energy
LBRT

Overview Fund Activity

313 hedge funds and large institutions have $3.01B invested in Liberty Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+51
Holders Change %
+19.47%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
80
Increased
93
Reduced
115
Closed
24
Calls
$3.34M
Puts
$1.69M
Net Calls
+$1.65M
Net Calls Change
-$891K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$214M
2
JAM
Jupiter Asset Management
United Kingdom
$40.7M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$83.2M
4
Morgan Stanley
Morgan Stanley
New York
$47.9M
5
HAI
Hennessy Advisors Inc
California
$21.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$8.07M
2
Macquarie Group
Macquarie Group
Australia
$86.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$349M
4
VanEck Associates
VanEck Associates
New York
$52.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$59.4K +$12.9K +709 +28%
WTG
252
West Tower Group
Virginia
$56.2K +$56.2K +3,097 New
KBC Group
253
KBC Group
Belgium
$55K +$19.9K +1,088 +57%
QCG
254
Quadrant Capital Group
Ohio
$52.8K +$21.9K +1,206 +71%
Ohio Public Employees Retirement System (OPERS)
255
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.2K +$3.16K +174 +8%
ASN
256
Advisory Services Network
Georgia
$43.5K +$43.5K +2,400 New
CFGS
257
Concourse Financial Group Securities
Alabama
$40.7K +$17.3K +951 +73%
LC
258
Lindbrook Capital
California
$39.8K +$4.75K +262 +14%
PS
259
Principal Securities
Iowa
$39.3K +$39.3K +2,167 New
CSS
260
Cubist Systematic Strategies
Connecticut
$27.1K +$27.1K +1,495 New
EC
261
EdgeRock Capital
Colorado
$26.9K +$26.9K +1,357 New
CJ
262
Caitlin John
Michigan
$24.7K +$24.7K +1,361 New
UFF
263
USA Financial Formulas
Michigan
$22.5K +$22.5K +1,239 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$22.2K +$22.2K +1,223 New
BFEC
265
Benjamin F. Edwards & Company
Missouri
$21K +$21K +1,145 New
SPIA
266
Steward Partners Investment Advisory
New York
$20K -$7.26K -400 -27%
FHA
267
First Horizon Advisors
Tennessee
$19.8K -$798 -44 -4%
AF
268
Allworth Financial
California
$18.5K +$109 +6 +0.6%
FMP
269
Financial Management Professionals
Texas
$18K +$18K +1,000 New
Bessemer Group
270
Bessemer Group
New Jersey
$17K +$17K +941 New
FWM
271
FSA Wealth Management
Massachusetts
$15K +$15K +800 New
PCMC
272
Planning Capital Management Corporation
Pennsylvania
$14.1K +$14.1K +776 New
GI
273
GAMMA Investing
California
$13.5K +$13.5K +651 New
SWS
274
SYSTM Wealth Solutions
Illinois
$13K +$13K +718 New
QL
275
Quarry LP
New York
$12.8K -$59.4K -3,272 -82%
9 10
11
12 13