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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 Market Value Shares Shares
Change 		Shares
Change %
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$4.37M 240,693 +89,015 +59%
BA
77
Bridgewater Associates
Connecticut
$4.3M 237,064 +237,064 New
MHI
78
Miller Howard Investments
New York
$4.23M 233,439 +6,006 +3%
AWM
79
Apollon Wealth Management
South Carolina
$4.22M 232,883 -903 -0.4%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$4.18M 230,306 -33,904 -13%
MF
81
Magnetar Financial
Illinois
$4.13M 227,631 +227,631 New
AllianceBernstein
82
AllianceBernstein
Tennessee
$4.05M 223,482 +17,159 +8%
IAM
83
Impala Asset Management
Florida
$3.81M 210,000 -106,000 -34%
CM
84
CastleKnight Management
New York
$3.72M 205,300 -700 -0.3%
UBS AM
85
UBS AM
Illinois
$3.54M 194,903 -4,565 -2%
KOCAA
86
Knights of Columbus Asset Advisors
Connecticut
$3.53M 194,701 +194,701 New
CS
87
Credit Suisse
Switzerland
$3.41M 188,009 +8,173 +5%
CM
88
CoreCommodity Management
Connecticut
$3.35M 184,692 -15,447 -8%
FP
89
Foundry Partners
Minnesota
$3.28M 180,903 +180,903 New
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$3.11M 171,309 -8,451 -5%
OC
91
Oakmont Corp
California
$2.87M 158,009 -20,000 -11%
GLA
92
Great Lakes Advisors
Illinois
$2.82M 155,221 -63,886 -29%
Wells Fargo
93
Wells Fargo
California
$2.78M 153,374 +32,761 +27%
Capital Fund Management (CFM)
94
Capital Fund Management (CFM)
France
$2.52M 138,950 +138,950 New
OAM
95
Oberweis Asset Management
Illinois
$2.49M 137,400 -12,000 -8%
TC
96
TwinBeech Capital
New York
$2.49M 137,137 +137,137 New
MOACM
97
Mutual of America Capital Management
New York
$2.45M 134,970 +107,795 +397%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$2.42M 133,198 +35,622 +37%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$2.41M 132,890 +56,335 +74%
TPSF
100
Texas Permanent School Fund
Texas
$2.4M 132,527 +856 +0.7%
2 3
4
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