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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.

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
1
Fidelity Investments
Massachusetts
$214M
2
JAM
2
Jupiter Asset Management
United Kingdom
$40.7M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$83.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$47.9M
5
HAI
5
Hennessy Advisors Inc
California
$21.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.07M
2
Macquarie Group
2
Macquarie Group
Australia
$86.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$349M
4
VanEck Associates
4
VanEck Associates
New York
$52.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
26
Hennessy Advisors Inc
California
$21.3M +$21.3M +1,173,000 New
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$21M -$6.06M -333,981 -22%
Bank of America
28
Bank of America
North Carolina
$18.9M -$460K -25,337 -2%
Lazard Asset Management
29
Lazard Asset Management
New York
$17M -$5.19M -286,279 -23%
LSV Asset Management
30
LSV Asset Management
Illinois
$16.3M +$13.7M +752,980 +522%
EIP
31
Epoch Investment Partners
New York
$16.1M -$1.88M -103,425 -10%
GT
32
Glenmede Trust
Pennsylvania
$15M -$344K -18,976 -2%
Principal Financial Group
33
Principal Financial Group
Iowa
$14.5M -$643K -35,436 -4%
Norges Bank
34
Norges Bank
Norway
$13.9M – – –
AQR Capital Management
35
AQR Capital Management
Connecticut
$13.7M -$5.36M -295,567 -28%
GJL
36
Gendell Jeffrey L
$13.4M -$2.75M -151,513 -17%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$13.4M -$473K -26,059 -3%
Federated Hermes
38
Federated Hermes
Pennsylvania
$13.1M +$10.9M +603,496 +519%
Man Group
39
Man Group
United Kingdom
$12.1M +$12.1M +665,879 New
KCM
40
Kennedy Capital Management
Missouri
$11.7M -$690K -38,018 -6%
PI
41
Putnam Investments
Massachusetts
$11.2M +$869K +47,910 +8%
Amundi
42
Amundi
France
$10.6M +$10.6M +600,000 New
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$10.2M +$10.2M +560,536 New
Victory Capital Management
44
Victory Capital Management
Texas
$10.1M -$1.74M -95,839 -15%
Ameriprise
45
Ameriprise
Minnesota
$9.88M -$247K -13,594 -2%
CCP
46
Clifford Capital Partners
Utah
$9.68M -$995K -54,850 -9%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.01M -$536K -29,562 -6%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$8.57M -$890K -49,043 -9%
PCM
49
Peregrine Capital Management
Minnesota
$8.55M -$2.82M -155,424 -25%
Citadel Advisors
50
Citadel Advisors
Florida
$8.07M -$68.6M -3,784,355 -89%
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