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Liberty Energy
LBRT

Overview Fund Activity

258 hedge funds and large institutions have $2B invested in Liberty Energy in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 31 closing their positions.

Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
39
Increased
117
Reduced
73
Closed
31
Calls
$7.24M
Puts
$1.98M
Net Calls
+$5.26M
Net Calls Change
-$331K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$104M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$96.4M
3
Millennium Management
3
Millennium Management
New York
$58.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$245M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$17M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$205M
2
JWM
2
JFG Wealth Management
Colorado
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$15.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.83M
5
SCM
5
SIR Capital Management
New York
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$245M 19,136,841 +1,182,434 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$205M 15,992,179 -5,936,947 -27%
BlackRock
3
BlackRock
New York
$171M 13,344,557 +52,526 +0.4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$129M 10,041,497 -627,110 -6%
Macquarie Group
5
Macquarie Group
Australia
$104M 8,085,410 +5,213,132 +181%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$96.4M 7,528,916 +2,417,129 +47%
VanEck Associates
7
VanEck Associates
New York
$77.6M 6,059,851 -872,706 -13%
Millennium Management
8
Millennium Management
New York
$58.6M 4,572,085 +1,557,400 +52%
State Street
9
State Street
Massachusetts
$56.8M 4,431,442 +622,283 +16%
Franklin Resources
10
Franklin Resources
California
$46.3M 3,610,488 +790,322 +28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$34.1M 2,659,867 +37,709 +1%
Citadel Advisors
12
Citadel Advisors
Florida
$30.9M 2,413,169 +68,440 +3%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$30.9M 2,411,878 +55,498 +2%
EAM
14
Eagle Asset Management
Florida
$30M 2,344,326 -143,791 -6%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$28.3M 2,206,776 +206,550 +10%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$23.4M 1,826,800 +282,566 +18%
American Century Companies
17
American Century Companies
Missouri
$23.4M 1,823,986 +717,407 +65%
Lazard Asset Management
18
Lazard Asset Management
New York
$22.9M 1,786,492 -149,172 -8%
Northern Trust
19
Northern Trust
Illinois
$22.6M 1,761,586 -22,620 -1%
Charles Schwab
20
Charles Schwab
California
$21.4M 1,667,765 +133,344 +9%
TC
21
Towle & Co
Colorado
$20M 1,560,720 -548,110 -26%
Morgan Stanley
22
Morgan Stanley
New York
$19.6M 1,528,847 +875,051 +134%
Bank of America
23
Bank of America
North Carolina
$17.9M 1,400,093 +420,988 +43%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$17M 1,328,550 +912,342 +219%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$16.9M 1,316,307 +749,817 +132%
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