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Liberty Energy
LBRT

Overview Fund Activity

265 hedge funds and large institutions have $2.08B invested in Liberty Energy in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 84 reducing their positions, and 28 closing their positions.

Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
123
Reduced
84
Closed
28
Calls
$2.83M
Puts
$2.35M
Net Calls
+$480K
Net Calls Change
-$4.78M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.1M
2
BlackRock
2
BlackRock
New York
$197M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$116M
4
EIP
4
Epoch Investment Partners
New York
$11.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$27.3M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$39.6M
3
Macquarie Group
3
Macquarie Group
Australia
$88.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$202M
5
OC
5
Oakmont Corp
California
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$263M 19,652,966 +516,125 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$202M 15,078,103 -914,076 -6%
BlackRock
3
BlackRock
New York
$197M 14,720,744 +1,376,187 +10%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$129M 9,613,326 -428,171 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$116M 8,639,280 +1,110,364 +15%
Macquarie Group
6
Macquarie Group
Australia
$88.8M 6,644,061 -1,441,349 -18%
VanEck Associates
7
VanEck Associates
New York
$73M 5,461,013 -598,838 -10%
State Street
8
State Street
Massachusetts
$57M 4,260,630 -170,812 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$52.1M 3,899,994 +1,486,825 +62%
Franklin Resources
10
Franklin Resources
California
$48.7M 3,639,157 +28,669 +0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.8M 3,128,674 +468,807 +18%
Millennium Management
12
Millennium Management
New York
$39.6M 2,964,495 -1,607,590 -35%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$33.6M 2,510,232 +303,456 +14%
EAM
14
Eagle Asset Management
Florida
$30.5M 2,279,183 -65,143 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$27.3M 2,043,683 +727,376 +55%
Northern Trust
16
Northern Trust
Illinois
$26.8M 2,007,486 +245,900 +14%
Morgan Stanley
17
Morgan Stanley
New York
$26.7M 1,997,026 +468,179 +31%
American Century Companies
18
American Century Companies
Missouri
$26.7M 1,994,002 +170,016 +9%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$25.9M 1,938,143 +111,343 +6%
Charles Schwab
20
Charles Schwab
California
$24.8M 1,852,828 +185,063 +11%
Lazard Asset Management
21
Lazard Asset Management
New York
$24.6M 1,838,375 +51,883 +3%
TC
22
Towle & Co
Colorado
$22.2M 1,661,190 +100,470 +6%
Renaissance Technologies
23
Renaissance Technologies
New York
$21.7M 1,625,100 +318,300 +24%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$19.6M 1,466,369 +250,044 +21%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$18.5M 1,387,235 +333,841 +32%
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