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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 Market Value Shares Shares
Change 		Shares
Change %
OR
176
Olympiad Research
Connecticut
$248K 19,344 +19,344 New
Mariner
177
Mariner
Kansas
$247K 19,347 -1,338 -6%
AB
178
Amalgamated Bank
New York
$245K 19,148 -3,502 -15%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$243K 18,974 – –
ACM
180
Aquatic Capital Management
Illinois
$231K 18,000 -64,200 -78%
Verition Fund Management
181
Verition Fund Management
Connecticut
$217K 16,946 -26,017 -61%
SFA
182
Sequoia Financial Advisors
Ohio
$216K 16,823 +11 +0.1%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$213K 16,603 – –
PAMS
184
Pictet Asset Management (Switzerland)
Switzerland
$207K 16,122 – –
State of Wisconsin Investment Board
185
State of Wisconsin Investment Board
Wisconsin
$206K 16,061 -245 -2%
ProShare Advisors
186
ProShare Advisors
Maryland
$203K 15,840 -2,072 -12%
Citigroup
187
Citigroup
New York
$198K 15,458 -755 -5%
BFM
188
Boothbay Fund Management
New York
$194K 15,157 -16,948 -53%
ET
189
Equitable Trust
Tennessee
$192K 15,018 +15,018 New
SIM
190
Sandia Investment Management
Massachusetts
$192K 15,000 – –
NC
191
NinePointTwo Capital
California
$192K 15,028 +15,028 New
BCM
192
Bayesian Capital Management
New York
$190K 14,845 -2,500 -14%
Principal Financial Group
193
Principal Financial Group
Iowa
$190K 14,809 -1,914 -11%
MWA
194
Meridian Wealth Advisors
Texas
$190K 14,800 – –
State Board of Administration of Florida Retirement System
195
State Board of Administration of Florida Retirement System
Florida
$181K 14,165 – –
BWP
196
BSW Wealth Partners
Colorado
$181K 14,150 -4,264 -23%
WDL
197
Well Done LLC
Michigan
$173K 13,500 – –
EI
198
Ellevest Inc
New York
$172K 13,421 +11,159 +493%
New York State Teachers Retirement System (NYSTRS)
199
New York State Teachers Retirement System (NYSTRS)
New York
$158K 12,338 -262 -2%
JFG
200
Jefferies Financial Group
New York
$154K 11,989 +11,989 New
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8
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