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Liberty Energy
LBRT

Overview Fund Activity

107 hedge funds and large institutions have $2.02B invested in Liberty Energy in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
24
Increased
43
Reduced
28
Closed
16
Calls
$2.47M
Puts
$952K
Net Calls
+$1.52M
Net Calls Change
+$737K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$16.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$5.95M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$4.18M
4
AIFS
4
A&I Financial Services
Colorado
$3.18M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.63M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$482K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$86.5M
3
Millennium Management
3
Millennium Management
New York
$15.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.78M
5
JWM
5
JFG Wealth Management
Colorado
$63M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Carlyle Group
District of Columbia
$736M 47,804,996 -117,647 -0.2%
RH
2
Riverstone Holdings
New York
$736M 47,804,996 -117,647 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.5M 5,619,084 -537,200 -9%
JWM
4
JFG Wealth Management
Colorado
$63M 4,095,048 -236,129 -5%
BlackRock
5
BlackRock
New York
$51.9M 3,370,448 -196,377 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$49.9M 3,243,561 +145,659 +5%
GC
7
GMT Capital
Georgia
$42.3M 2,746,095 -197,000 -7%
Franklin Resources
8
Franklin Resources
California
$27.9M 1,812,966 +38,675 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$27.8M 1,809,436 +59,390 +3%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$16.1M 1,045,144 +1,045,144 New
ClearBridge Investments
11
ClearBridge Investments
New York
$15.8M 1,024,950 -13,245 -1%
Millennium Management
12
Millennium Management
New York
$15.7M 1,019,471 -468,085 -31%
State Street
13
State Street
Massachusetts
$15.4M 999,811 -142,808 -12%
ACH
14
ArrowMark Colorado Holdings
Colorado
$10.9M 706,091 +165,000 +30%
Northern Trust
15
Northern Trust
Illinois
$9.58M 622,727 +36,424 +6%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$7.7M 500,000 +100,000 +25%
SBH
17
Segall Bryant & Hamill
Illinois
$7.29M 473,528 +150,361 +47%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.23M 469,804 +53,076 +13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.93M 450,242 +22,512 +5%
FIM
20
Foresters Investment Management
New York
$6.64M 431,600 +23,400 +6%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$5.95M 386,532 +386,532 New
WRF
22
Waddell & Reed Financial
Kansas
$5.73M 372,212 -205,078 -36%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$4.18M 271,750 +271,750 New
KCM
24
Kennedy Capital Management
Missouri
$3.85M 250,313 +27,409 +12%
Goldman Sachs
25
Goldman Sachs
New York
$3.63M 235,695 +181,533 +335%
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