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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 %
RAM
76
Roumell Asset Management
Maryland
$5.4M 258,402 -75,000 -22%
YCM
77
Yaupon Capital Management
New York
$4.99M 238,861 +238,861 New
Russell Investments Group
78
Russell Investments Group
United Kingdom
$4.98M 238,422 +64,157 +37%
FP
79
Foundry Partners
Minnesota
$4.97M 237,778 +28,722 +14%
HKAM
80
Horizon Kinetics Asset Management
New York
$4.93M 236,003 +30,809 +15%
SEI Investments
81
SEI Investments
Pennsylvania
$4.91M 235,147 -1,136 -0.5%
KOCAA
82
Knights of Columbus Asset Advisors
Connecticut
$4.9M 234,521 +2,619 +1%
WCM
83
Woodson Capital Management
Connecticut
$4.71M 225,700 -104,300 -32%
MWM
84
Moran Wealth Management
Florida
$4.45M 213,046 +88,855 +72%
Lazard Asset Management
85
Lazard Asset Management
New York
$4.44M 212,721 -59,508 -22%
AllianceBernstein
86
AllianceBernstein
Tennessee
$4.36M 208,473 +50 +0%
CM
87
CastleKnight Management
New York
$4.05M 193,700 – –
NIP
88
Nicholas Investment Partners
California
$4.03M 193,015 +103,965 +117%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$4.02M 192,208 -55,080 -22%
Prudential Financial
90
Prudential Financial
New Jersey
$3.94M 188,749 -54,395 -22%
IAM
91
Impala Asset Management
Florida
$3.86M 185,000 -5,000 -3%
BA
92
Bridgewater Associates
Connecticut
$3.8M 181,984 -99,837 -35%
RWM
93
Ritholtz Wealth Management
New York
$3.73M 178,565 +42,234 +31%
Wells Fargo
94
Wells Fargo
California
$3.68M 176,020 +32,386 +23%
HHAM
95
HITE Hedge Asset Management
Massachusetts
$3.37M 161,493 +161,493 New
SI
96
Sapience Investments
California
$3.35M 160,237 -88,430 -36%
CC
97
Carlson Capital
Texas
$3.25M 155,700 +155,700 New
UBS Group
98
UBS Group
Switzerland
$3.24M 155,269 -48,792 -24%
Canada Life
99
Canada Life
Manitoba, Canada
$3.23M 154,488 +22,929 +17%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$3.22M 154,275 -6,317 -4%
2 3
4
5 6