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Liberty Energy
LBRT

Overview Fund Activity

337 hedge funds and large institutions have $3.52B invested in Liberty Energy in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
64
Increased
120
Reduced
114
Closed
38
Calls
$6.22M
Puts
$4.3M
Net Calls
+$1.91M
Net Calls Change
+$266K

Top Buyers

1
CF
Canoe Financial
Alberta, Canada
$71M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$281M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$27.8M
5
Millennium Management
Millennium Management
New York
$24.6M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
EAM
Eagle Asset Management
Florida
$11.5M
4
Morgan Stanley
Morgan Stanley
New York
$38.1M
5
Lazard Asset Management
Lazard Asset Management
New York
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
276
KBC Group
Belgium
$81K +$19K +922 +31%
LC
277
Lindbrook Capital
California
$70.3K +$24.8K +1,199 +55%
CFGS
278
Concourse Financial Group Securities
Alabama
$65.8K +$19.2K +929 +41%
HT
279
Headlands Technologies
Illinois
$55.5K -$143K -6,895 -72%
Ohio Public Employees Retirement System (OPERS)
280
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.2K +$2.57K +124 +5%
QCG
281
Quadrant Capital Group
Ohio
$47.6K -$12.7K -612 -21%
NC
282
nVerses Capital
Florida
$41.4K +$41.4K +2,000 New
Group One Trading
283
Group One Trading
Illinois
$33.3K +$33.3K +1,607 New
ETC
284
Exchange Traded Concepts
Oklahoma
$31.9K +$31.9K +1,538 New
CJ
285
Caitlin John
Michigan
$26.2K -$1.99K -96 -7%
C
286
Covestor
United Kingdom
$24K -$52.5K -2,583 -69%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$24K – – –
UFF
288
USA Financial Formulas
Michigan
$24K -$1.7K -82 -7%
CFM
289
Catalyst Funds Management
Australia
$22.8K +$22.8K +1,100 New
FHA
290
First Horizon Advisors
Tennessee
$22.6K – – –
AF
291
Allworth Financial
California
$21.5K +$373 +18 +2%
GI
292
GAMMA Investing
California
$21.3K +$7.85K +379 +58%
FMP
293
Financial Management Professionals
Texas
$21K – – –
Nomura Asset Management
294
Nomura Asset Management
Japan
$20.7K +$20.7K +1,000 New
QL
295
Quarry LP
New York
$20.2K +$5.51K +266 +38%
FFA
296
Frazier Financial Advisors
Ohio
$17.8K +$10.8K +522 +155%
PA
297
Parallel Advisors
California
$16.6K +$5.16K +249 +45%
FWM
298
FSA Wealth Management
Massachusetts
$16.6K – – –
PCMC
299
Planning Capital Management Corporation
Pennsylvania
$16.1K – – –
Barrow, Hanley, Mewhinney & Strauss
300
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.5K – – –
10 11
12
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