LBRT icon

Liberty Energy
LBRT

Overview Fund Activity

108 hedge funds and large institutions have $326M invested in Liberty Energy in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
2.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
42
Reduced
33
Closed
22
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$86K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.4M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$3.18M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$3.07M
4
RAM
4
Roumell Asset Management
Maryland
$1.39M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$930K

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
Franklin Resources
2
Franklin Resources
California
$2.56M
3
WRF
3
Waddell & Reed Financial
Kansas
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$843K
5
Citadel Advisors
5
Citadel Advisors
Florida
$144K
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$868K +$6.26K +2,328 +0.7%
NAMA
27
Nikko Asset Management Americas
New York
$868K +$6.26K +2,328 +0.7%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$843K -$2.41M -896,331 -74%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$826K +$128K +47,723 +18%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$711K +$72.2K +26,855 +11%
PPA
31
Parametric Portfolio Associates
Washington
$673K +$588K +218,812 +694%
Deutsche Bank
32
Deutsche Bank
Germany
$485K +$264K +98,278 +119%
WG
33
Winton Group
United Kingdom
$484K +$122K +45,305 +34%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$474K – – –
Invesco
35
Invesco
Georgia
$415K +$266K +98,955 +179%
Capital Fund Management (CFM)
36
Capital Fund Management (CFM)
France
$413K -$9.82K -3,649 -2%
RA
37
Royce & Associates
New York
$386K +$373K +138,660 +2,780%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$366K +$103K +38,398 +39%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$363K +$85K +31,617 +31%
Goldman Sachs
40
Goldman Sachs
New York
$318K -$251K -93,315 -44%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$318K +$138K +51,200 +76%
Swiss National Bank
42
Swiss National Bank
Switzerland
$297K +$6.73K +2,500 +2%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$289K -$103K -38,300 -26%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$285K +$217K +80,925 +316%
Wells Fargo
45
Wells Fargo
California
$284K +$7.31K +2,712 +3%
OAMA
46
Oslo Asset Management AS
Norway
$262K +$262K +97,573 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$237K +$18.7K +6,955 +9%
MWNA
48
Marshall Wace North America
New York
$225K -$89.6K -33,460 -28%
ACH
49
ArrowMark Colorado Holdings
Colorado
$221K -$1.11M -413,000 -83%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$220K +$2.55K +948 +1%
1
2
3 4 5