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Liberty Energy
LBRT

Overview Fund Activity

332 hedge funds and large institutions have $3.53B invested in Liberty Energy in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 121 reducing their positions, and 40 closing their positions.

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
129
Reduced
121
Closed
40
Calls
$2.9M
Puts
$3.47M
Net Calls
-$568K
Net Calls Change
-$2.48M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.4M
3
HAI
3
Hennessy Advisors Inc
California
$41.4M
4
ECM
4
ExodusPoint Capital Management
New York
$12.6M
5
American Century Companies
5
American Century Companies
Missouri
$82.8M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$10.5M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$115M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$126M
5
Deutsche Bank
5
Deutsche Bank
Germany
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WTA
301
Washington Trust Advisors
Massachusetts
$10.4K 497 – –
ITFISA
302
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.82K 470 -150 -24%
CA
303
Clearstead Advisors
Ohio
$7.63K 365 +365 New
SSB
304
Sandy Spring Bank
Maryland
$6.48K 310 – –
RFG
305
RFP Financial Group
Georgia
$6.04K 289 – –
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$5.81K 278 +129 +87%
HCP
307
Hexagon Capital Partners
Arkansas
$4.7K 225 +68 +43%
BAM
308
Bellevue Asset Management
Washington
$3.93K 188 – –
UB
309
UMB Bank
Missouri
$3.84K 184 +122 +197%
IA
310
IFP Advisors
Florida
$3.55K 170 – –
GRP
311
Global Retirement Partners
California
$3.34K 160 -67 -30%
BIA
312
Bell Investment Advisors
California
$3.09K 148 -24 -14%
FFO
313
Fortitude Family Office
Arizona
$2.9K 139 – –
BTI
314
Blue Trust Inc
Georgia
$2.74K 132 +132 New
JWA
315
JFS Wealth Advisors
Pennsylvania
$2.4K 115 +25 +28%
MAM
316
Meeder Asset Management
Ohio
$2.28K 109 -57 -34%
AA
317
Ancora Advisors
Ohio
$2.09K 100 +100 New
CTC
318
Central Trust Company
Missouri
$1.9K 91 – –
ATPW
319
Ashton Thomas Private Wealth
Arizona
$1.5K 72 +72 New
VCM
320
Versant Capital Management
Arizona
$1.46K 70 – –
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$1.36K 65 – –
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$1K 48 – –
IFAM
323
Institutional & Family Asset Management
Colorado
$940 45 +21 +88%
RIL
324
Rothschild Investment LLC
Illinois
$940 45 +30 +200%
SIC
325
SJS Investment Consulting
Ohio
$878 42 – –
11 12
13
14 15