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Liberty Energy
LBRT

Overview Fund Activity

324 hedge funds and large institutions have $3.29B invested in Liberty Energy in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 124 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+8
Holders Change %
+2.53%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
98
Reduced
124
Closed
52
Calls
$9.19M
Puts
$14.3M
Net Calls
-$5.15M
Net Calls Change
-$6.83M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$41.4M
3
Macquarie Group
3
Macquarie Group
Australia
$132M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$20.3M
5
American Century Companies
5
American Century Companies
Missouri
$103M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$39.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$302M
3
HAI
3
Hennessy Advisors Inc
California
$9.59M
4
CF
4
Canoe Financial
Alberta, Canada
$48.7M
5
ACG
5
Aventail Capital Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
201
Schroder Investment Management Group
United Kingdom
$418K +$418K +21,012 New
IC
202
IEQ Capital
California
$411K +$411K +20,685 New
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$401K -$23.1K -1,161 -5%
PCM
204
Prelude Capital Management
New York
$399K +$399K +20,083 New
CCM
205
Corsair Capital Management
New York
$398K +$398K +20,000 New
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$377K – – –
ACM
207
Andina Capital Management
Utah
$377K -$9.27K -466 -2%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$370K -$121K -6,059 -25%
SFA
209
Sequoia Financial Advisors
Ohio
$366K +$6.35K +319 +2%
ET
210
Equitable Trust
Tennessee
$353K +$77K +3,872 +28%
VPIM
211
Vanguard Personalized Indexing Management
California
$332K +$6.58K +331 +2%
PFS
212
Prospera Financial Services
Texas
$329K +$9.49K +477 +3%
AIP
213
Ameritas Investment Partners
Nebraska
$325K – – –
N
214
Numerai
California
$320K +$113K +5,694 +55%
AAS
215
Avantax Advisory Services
Texas
$312K -$100K -5,038 -24%
IFU
216
iSAM Funds (UK)
United Kingdom
$312K +$312K +15,693 New
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$311K +$311K +15,624 New
SOW
218
State of Wyoming
Wyoming
$309K +$224K +11,283 +267%
CIM
219
Cambria Investment Management
California
$307K -$370K -18,622 -55%
WDL
220
Well Done LLC
Michigan
$306K – – –
PS
221
Principal Securities
Iowa
$305K +$36.8K +1,849 +14%
LCM
222
Landscape Capital Management
New Jersey
$295K +$295K +14,850 New
CWM
223
CIBC World Markets
New York
$295K +$295K +14,817 New
MWA
224
Meridian Wealth Advisors
Texas
$294K – – –
LPL Financial
225
LPL Financial
California
$294K +$77.3K +3,887 +36%
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