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Liberty Energy

313 hedge funds and large institutions have $3.01B invested in Liberty Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+51
Holders Change %
+19.47%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
80
Increased
93
Reduced
115
Closed
24
Calls
$3.34M
Puts
$1.69M
Net Calls
+$1.65M
Net Calls Change
-$891K
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$374K +$70.2K +3,864 +23%
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$365K -$33K -1,820 -8%
DT
203
Diversified Trust
Tennessee
$365K +$25.4K +1,402 +7%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$344K
DFCM
205
Dark Forest Capital Management
Puerto Rico
$339K -$150K -8,286 -31%
AA
206
ALPS Advisors
Colorado
$327K -$18.6K -1,025 -5%
SOW
207
State of Wyoming
Wyoming
$327K -$51.6K -2,842 -14%
SFA
208
Sequoia Financial Advisors
Ohio
$325K +$11.3K +621 +4%
BEI
209
Benjamin Edwards Inc
Missouri
$315K +$36.3K +2,003 +13%
HEIP
210
Hudson Edge Investment Partners
New Jersey
$313K -$10.4K -574 -3%
AIP
211
Ameritas Investment Partners
Nebraska
$309K +$12.1K +666 +4%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$302K -$299K -16,449 -50%
SAM
213
Shell Asset Management
Netherlands
$298K -$90.1K -4,958 -23%
LS
214
Livforsakringsbolaget Skandia
Sweden
$287K +$287K +15,800 New
ET
215
Equitable Trust
Tennessee
$279K -$17.5K -964 -6%
State of Wisconsin Investment Board
216
State of Wisconsin Investment Board
Wisconsin
$279K -$48.3K -2,663 -15%
XT
217
XTX Topco
Cayman Islands
$277K +$277K +15,293 New
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$270K +$13K +714 +5%
MWA
219
Meridian Wealth Advisors
Texas
$268K
CAN
220
Cetera Advisor Networks
California
$268K +$268K +14,775 New
SRL
221
Scientech Research LLC
New Jersey
$265K +$265K +14,640 New
NC
222
NinePointTwo Capital
California
$264K
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$249K +$55.5K +3,059 +29%
ET
224
Entropy Technologies
New York
$248K +$248K +13,644 New
WDL
225
Well Done LLC
Michigan
$246K +$689 +38 +0.3%