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Liberty Energy
LBRT

Overview Fund Activity

258 hedge funds and large institutions have $2B invested in Liberty Energy in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
39
Increased
117
Reduced
73
Closed
31
Calls
$7.24M
Puts
$1.98M
Net Calls
+$5.26M
Net Calls Change
-$331K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$104M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$96.4M
3
Millennium Management
3
Millennium Management
New York
$58.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$245M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$205M
2
JWM
2
JFG Wealth Management
Colorado
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.83M
5
SCM
5
SIR Capital Management
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
126
Cornercap Investment Counsel
Georgia
$907K +$92.7K +7,234 +11%
CANY
127
Caxton Associates (New York)
New York
$897K +$897K +70,037 New
Adage Capital Partners
128
Adage Capital Partners
Massachusetts
$897K +$320K +25,000 +56%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$873K – – –
RJA
130
Raymond James & Associates
Florida
$843K +$72.5K +5,660 +9%
AIG
131
American International Group
New York
$832K -$11.4K -893 -1%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$816K +$336K +26,471 +70%
ZCM
133
Ziegler Capital Management
Illinois
$808K +$7.88K +615 +1%
EGM
134
Engineers Gate Manager
New York
$756K +$529K +41,325 +234%
JCIA
135
Jackson Creek Investment Advisors
Colorado
$738K -$205 -16 -0%
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$731K +$525 +41 +0.1%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$728K +$402K +31,392 +123%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$701K -$35.4K -2,766 -5%
SO
139
STRS Ohio
Ohio
$695K -$64K -5,000 -8%
Jennison Associates
140
Jennison Associates
New York
$683K +$683K +53,287 New
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$653K +$653K +50,998 New
PCM
142
Prelude Capital Management
New York
$623K +$623K +48,640 New
AWM
143
AE Wealth Management
Kansas
$613K +$613K +47,825 New
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$611K – – –
CCIA
145
Campbell & Co Investment Adviser
Maryland
$611K +$337K +26,326 +123%
Stifel Financial
146
Stifel Financial
Missouri
$602K +$66.3K +5,173 +12%
WAM
147
Wakefield Asset Management
Colorado
$587K -$115 -9 -0%
PA
148
Profund Advisors
Maryland
$572K +$167K +13,074 +41%
VRS
149
Virginia Retirement Systems
Virginia
$560K +$124K +9,700 +29%
Los Angeles Capital Management
150
Los Angeles Capital Management
California
$525K +$377K +29,441 +255%
4 5
6
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