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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 %
AssetMark Inc
301
AssetMark Inc
California
$1.4K +$1.4K +77 New
VCM
302
Versant Capital Management
Arizona
$1.27K – – –
IFAM
303
Institutional & Family Asset Management
Colorado
$1.23K -$18 -1 -1%
DA
304
Denali Advisors
California
$1.22K -$272 -15 -18%
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$1.18K – – –
SIC
306
SJS Investment Consulting
Ohio
$889 +$163 +9 +23%
AF
307
Advisornet Financial
Minnesota
$653 +$127 +7 +24%
PA
308
Pineridge Advisors
Missouri
$508 +$508 +28 New
PFBT
309
Parkside Financial Bank & Trust
Missouri
$400 -$800 -44 -67%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$399 – – –
AWM
311
Abound Wealth Management
Tennessee
$363 +$363 +20 New
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$273 +$273 +15 New
TWP
313
TFO Wealth Partners
Ohio
$127 – – –
Squarepoint
314
Squarepoint
New York
– -$13.4M -720,905 Closed
Balyasny Asset Management
315
Balyasny Asset Management
Illinois
– -$11.4M -613,322 Closed
PCM
316
Penserra Capital Management
California
– -$2.58M -139,160 Closed
JF
317
Jump Financial
Illinois
– -$2.2M -118,706 Closed
QT
318
Quantbot Technologies
New York
– -$2.06M -111,115 Closed
PMAM
319
Picton Mahoney Asset Management
Ontario, Canada
– -$1.96M -106,091 Closed
QCM
320
Qsemble Capital Management
New York
– -$1.45M -78,500 Closed
SGI
321
Summit Global Investments
Utah
– -$1.3M -70,234 Closed
PVM
322
Palogic Value Management
Texas
– -$1.11M -60,000 Closed
GCP
323
GSA Capital Partners
United Kingdom
– -$991K -53,520 Closed
N
324
Natixis
France
– -$926K -50,000 Closed
Verition Fund Management
325
Verition Fund Management
Connecticut
– -$406K -21,900 Closed
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