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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 %
Schroder Investment Management Group
201
Schroder Investment Management Group
United Kingdom
$153K – – –
Rafferty Asset Management
202
Rafferty Asset Management
New York
$152K -$14.4K -1,125 -9%
KAS
203
Kestra Advisory Services
Texas
$146K -$9.6K -749 -6%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$145K +$9.08K +709 +7%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$140K +$140K +10,948 New
FRM
206
Fox Run Management
Connecticut
$138K -$343K -26,782 -71%
AIP
207
Ameritas Investment Partners
Nebraska
$137K – – –
DFCM
208
Dark Forest Capital Management
Puerto Rico
$123K +$71.5K +5,581 +138%
SAM
209
Shell Asset Management
Netherlands
$94K -$321 -25 -0.3%
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
$93K -$17.5K -1,366 -16%
Simplex Trading
211
Simplex Trading
Illinois
$89K +$89K +7,006 New
TRCT
212
Tower Research Capital (TRC)
New York
$82K -$93.4K -7,223 -53%
Canada Life
213
Canada Life
Manitoba, Canada
$75K -$13.2K -1,034 -15%
PI
214
PEAK6 Investments
Illinois
$65.5K +$65.5K +5,110 New
BEI
215
Benjamin Edwards Inc
Missouri
$55K +$34.2K +2,663 +164%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$52.4K +$8.29K +647 +19%
US Bancorp
217
US Bancorp
Minnesota
$29.5K +$11.8K +923 +67%
LC
218
Lindbrook Capital
California
$25.4K +$5.07K +396 +25%
QL
219
Quarry LP
New York
$24.1K +$14.9K +1,164 +163%
ASN
220
Advisory Services Network
Georgia
$23.4K +$8.97K +700 +62%
CFGS
221
Concourse Financial Group Securities
Alabama
$22.5K -$93.5K -7,303 -81%
QCG
222
Quadrant Capital Group
Ohio
$21.1K – – –
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K +$2.72K +217 +15%
FHA
224
First Horizon Advisors
Tennessee
$20.4K +$1.64K +128 +9%
BAM
225
Belpointe Asset Management
Nevada
$17K -$16.3K -1,269 -49%
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9
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