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Liberty Energy
LBRT

Overview Fund Activity

110 hedge funds and large institutions have $667M invested in Liberty Energy in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 22 closing their positions.

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
25
Increased
38
Reduced
35
Closed
22
Calls
$4K
Puts
$62K
Net Calls
-$58K
Net Calls Change
-$90K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.4M
2
BlackRock
2
BlackRock
New York
$24.6M
3
State Street
3
State Street
Massachusetts
$11.3M
4
EIP
4
Epoch Investment Partners
New York
$3.07M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.8M

Top Sellers

1
GC
1
GMT Capital
Georgia
$4.44M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$3.73M
4
Franklin Resources
4
Franklin Resources
California
$4.3M
5
OC
5
Oakmont Corp
California
$9.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
1
Carlyle Group
District of Columbia
$187M 34,054,996 – –
RH
2
Riverstone Holdings
New York
$187M 34,054,996 – –
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$82.4M 15,029,528 -3,340 -0%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$37.4M 6,831,199 +2,421,719 +55%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.8M 5,794,342 +559,245 +11%
BlackRock
6
BlackRock
New York
$24.6M 4,491,789 +697,444 +18%
JWM
7
JFG Wealth Management
Colorado
$22.9M 4,172,225 -625 -0%
State Street
8
State Street
Massachusetts
$11.3M 2,062,298 +618,322 +43%
OC
9
Oakmont Corp
California
$9.5M 1,733,310 -337,000 -16%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.82M 1,062,141 +148,899 +16%
GC
11
GMT Capital
Georgia
$4.44M 810,096 -622,200 -43%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.39M 800,887 +26,486 +3%
Franklin Resources
13
Franklin Resources
California
$4.3M 666,066 -287,000 -30%
Northern Trust
14
Northern Trust
Illinois
$4.01M 730,673 +87,831 +14%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$3.73M 680,910 -460,840 -40%
EIP
16
Epoch Investment Partners
New York
$3.07M 560,105 +560,105 New
Charles Schwab
17
Charles Schwab
California
$2.92M 532,172 +119,544 +29%
PCM
18
Peregrine Capital Management
Minnesota
$2.47M 450,311 +450,311 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2.37M 454,045 +49,370 +12%
LCP
20
LGT Capital Partners
Switzerland
$2.3M 420,000 – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.13M 389,358 -116,195 -23%
KCM
22
Kennedy Capital Management
Missouri
$2.06M 375,000 +375,000 New
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$1.64M 299,500 -14,096 -4%
RA
24
Royce & Associates
New York
$1.62M 295,456 +151,809 +106%
PPA
25
Parametric Portfolio Associates
Washington
$1.61M 294,220 +43,879 +18%
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