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Liberty Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
276
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.7K
S
277
SignatureFD
Georgia
$12K +$4.41K +243 +58%
EWA
278
EverSource Wealth Advisors
Alabama
$11.6K +$907 +50 +8%
TPCW
279
TD Private Client Wealth
New York
$10.4K
Mitsubishi UFJ Asset Management
280
Mitsubishi UFJ Asset Management
Japan
$10.1K +$10.1K +543 New
PA
281
Parallel Advisors
California
$10.1K +$1.32K +73 +15%
WTA
282
Washington Trust Advisors
Massachusetts
$9.02K -$1.52K -84 -14%
PVH
283
Psagot Value Holdings
Israel
$8K -$300 -16 -4%
RFS
284
Richardson Financial Services
Massachusetts
$7.46K +$7.46K +411 New
VF
285
VitalStone Financial
Texas
$7K +$7K +383 New
FFO
286
Fortitude Family Office
Arizona
$6.68K +$6.68K +368 New
FFA
287
Frazier Financial Advisors
Ohio
$6.11K +$6.11K +337 New
SSB
288
Sandy Spring Bank
Maryland
$5.62K
RFG
289
RFP Financial Group
Georgia
$5.24K +$5.24K +289 New
GRP
290
Global Retirement Partners
California
$4.23K +$1.71K +100 +68%
BAM
291
Bellevue Asset Management
Washington
$3.41K -$580 -32 -15%
IA
292
IFP Advisors
Florida
$3.08K
MAM
293
Meeder Asset Management
Ohio
$3.01K +$3.01K +166 New
BIA
294
Bell Investment Advisors
California
$2.69K
BTI
295
Blue Trust Inc
Georgia
$2K +$2K +93 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$1.94K +$1.94K +107 New
JWA
297
JFS Wealth Advisors
Pennsylvania
$1.81K +$200 +11 +12%
Robeco Institutional Asset Management
298
Robeco Institutional Asset Management
Netherlands
$1.71K +$1.71K +94 New
CTC
299
Central Trust Company
Missouri
$1.65K
GWS
300
Glassman Wealth Services
Virginia
$1.63K