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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.

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 %
UA
151
Unison Advisors
District of Columbia
$515K +$2.11K +165 +0.4%
PAM
152
Panagora Asset Management
Massachusetts
$501K – – –
PWM
153
Perigon Wealth Management
California
$481K -$27.1K -2,118 -5%
ASRS
154
Arizona State Retirement System
Arizona
$473K +$487 +38 +0.1%
HighTower Advisors
155
HighTower Advisors
Illinois
$445K +$229K +17,921 +106%
KWM
156
Kingsview Wealth Management
Oregon
$399K +$212K +16,568 +114%
CAM
157
Connacht Asset Management
New York
$388K -$685K -53,471 -64%
SEC
158
Seven Eight Capital
New York
$382K +$382K +29,784 New
CM
159
Castleark Management
Illinois
$379K – – –
Osaic Holdings
160
Osaic Holdings
Arizona
$378K +$89.2K +6,957 +31%
SCA
161
Snowden Capital Advisors
New York
$368K +$1.38K +108 +0.4%
Victory Capital Management
162
Victory Capital Management
Texas
$365K +$144K +11,280 +66%
MML Investors Services
163
MML Investors Services
Massachusetts
$347K +$123K +9,623 +55%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$343K +$358 +28 +0.1%
State of Tennessee, Department of Treasury
165
State of Tennessee, Department of Treasury
Tennessee
$332K +$332K +25,904 New
PI
166
PFS Investments
Georgia
$310K +$167K +12,551 +117%
SOW
167
State of Wyoming
Wyoming
$301K +$61.2K +4,778 +26%
Group One Trading
168
Group One Trading
Illinois
$298K -$123K -9,584 -29%
GCP
169
GSA Capital Partners
United Kingdom
$298K -$614K -47,954 -67%
AA
170
ALPS Advisors
Colorado
$281K +$281K +21,940 New
PTC
171
Petrus Trust Company
Texas
$272K +$272K +21,196 New
KI
172
Kula Investments
Illinois
$265K +$265K +20,652 New
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$257K -$27.4K -2,139 -10%
B
174
Bailard
California
$256K +$256K +20,000 New
EI
175
Ethic Inc
New York
$251K +$251K +19,561 New
5 6
7
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