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Liberty Energy
LBRT

Overview Fund Activity

332 hedge funds and large institutions have $3.53B invested in Liberty Energy in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 121 reducing their positions, and 40 closing their positions.

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
129
Reduced
121
Closed
40
Calls
$2.9M
Puts
$3.47M
Net Calls
-$568K
Net Calls Change
-$2.48M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.4M
3
HAI
3
Hennessy Advisors Inc
California
$41.4M
4
ECM
4
ExodusPoint Capital Management
New York
$12.6M
5
American Century Companies
5
American Century Companies
Missouri
$82.8M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$10.5M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$115M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$126M
5
Deutsche Bank
5
Deutsche Bank
Germany
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
201
Park Avenue Securities
New York
$533K 25,521 -2,165 -8%
GC
202
Gratus Capital
Georgia
$526K 25,179 – –
ProShare Advisors
203
ProShare Advisors
Maryland
$523K 25,051 -7,807 -24%
CG
204
Caprock Group
Idaho
$523K 25,026 +25,026 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$491K 23,488 -5,628 -19%
A
206
AlphaQuest
New York
$491K 23,482 +19,429 +479%
CL
207
Choreo LLC
Illinois
$481K 23,719 +23,719 New
PWM
208
Perigon Wealth Management
California
$478K 22,889 -1,926 -8%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$456K 21,826 – –
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$445K 21,283 -3,850 -15%
AAS
211
Avantax Advisory Services
Texas
$440K 21,054 +21,054 New
Natixis Advisors
212
Natixis Advisors
Massachusetts
$437K 20,929 -790 -4%
BF
213
BOK Financial
Oklahoma
$434K 20,770 -50,273 -71%
EI
214
Ellevest Inc
New York
$434K 20,757 -2,578 -11%
QCM
215
Qsemble Capital Management
New York
$425K 20,342 +20,342 New
FFA
216
Farther Finance Advisors
California
$408K 20,119 +15,138 +304%
CL
217
CSS LLC
Illinois
$403K 19,300 +5,000 +35%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$396K 18,974 – –
Creative Planning
219
Creative Planning
Kansas
$392K 18,753 +4,169 +29%
ACM
220
Andina Capital Management
Utah
$389K 18,599 +691 +4%
SFA
221
Sequoia Financial Advisors
Ohio
$374K 17,888 +71 +0.4%
MM
222
MQS Management
New York
$369K 17,643 +2,738 +18%
I
223
InceptionR
California
$360K 17,220 -12,927 -43%
CT
224
ClearAlpha Technologies
Connecticut
$344K 16,487 -12,655 -43%
VPIM
225
Vanguard Personalized Indexing Management
California
$343K 16,434 +2,560 +18%
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