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Liberty Energy
LBRT

Overview Fund Activity

337 hedge funds and large institutions have $3.52B invested in Liberty Energy in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
64
Increased
120
Reduced
114
Closed
38
Calls
$6.22M
Puts
$4.3M
Net Calls
+$1.91M
Net Calls Change
+$266K

Top Buyers

1
CF
Canoe Financial
Alberta, Canada
$71M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$281M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$27.8M
5
Millennium Management
Millennium Management
New York
$24.6M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
EAM
Eagle Asset Management
Florida
$11.5M
4
Morgan Stanley
Morgan Stanley
New York
$38.1M
5
Lazard Asset Management
Lazard Asset Management
New York
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$537K -$231K -11,170 -30%
HEIP
202
Hudson Edge Investment Partners
New Jersey
$535K +$178K +8,586 +50%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$530K +$104K +4,999 +24%
BEI
204
Benjamin Edwards Inc
Missouri
$524K +$164K +7,910 +45%
GC
205
Gratus Capital
Georgia
$522K -$170K -8,200 -25%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$521K +$19.9K +960 +4%
PWM
207
Perigon Wealth Management
California
$514K +$11.8K +571 +2%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$502K -$38.4K -1,851 -7%
AI
209
AdvisorShares Investments
Maryland
$495K +$495K +23,900 New
Squarepoint
210
Squarepoint
New York
$494K +$494K +23,843 New
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$488K +$46.6K +2,249 +11%
LCM
212
Legato Capital Management
California
$488K +$488K +23,557 New
EI
213
Ellevest Inc
New York
$484K +$42.1K +2,034 +10%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$452K +$35.3K +1,704 +8%
Natixis Advisors
215
Natixis Advisors
Massachusetts
$450K +$450K +21,719 New
LPL Financial
216
LPL Financial
California
$434K -$68K -3,282 -14%
SOW
217
State of Wyoming
Wyoming
$429K +$55.8K +2,694 +15%
DT
218
Diversified Trust
Tennessee
$427K +$10.5K +507 +3%
NA
219
NewEdge Advisors
Louisiana
$406K +$406K +19,585 New
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$393K – – –
ACM
221
Andina Capital Management
Utah
$371K +$371K +17,908 New
SFA
222
Sequoia Financial Advisors
Ohio
$369K -$1.76K -85 -0.5%
CAN
223
Cetera Advisor Networks
California
$368K +$62.1K +2,995 +20%
CA
224
Cetera Advisors
Colorado
$368K +$368K +17,750 New
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$364K +$19.3K +931 +6%
7 8
9
10 11