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Liquidity Services

132 hedge funds and large institutions have $275M invested in Liquidity Services in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 138132 (-6)

22% less capital invested

Capital invested by funds: $354M → $275M (-$78.8M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

34% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 56

63% less call options, than puts

Call options by funds: $3.98M | Put options by funds: $10.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
3.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
37
Reduced
56
Closed
20
Calls
$3.98M
Puts
$10.9M
Net Calls
-$6.89M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$2.28M -$110K -7,631 -4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.11M +$2.27K +158 +0.1%
DIS
28
Diversified Investment Strategies
Louisiana
$2.07M +$105K +7,300 +5%
DGI
29
Disciplined Growth Investors
Minnesota
$2.04M -$19K -1,325 -0.9%
Principal Financial Group
30
Principal Financial Group
Iowa
$2.01M -$170K -11,827 -7%
SI
31
Scout Investments
Missouri
$1.91M +$144K +10,050 +8%
CEI
32
Clark Estates Inc
New York
$1.86M +$359K +25,000 +23%
GAM
33
Gotham Asset Management
New York
$1.82M -$10.6M -737,358 -85%
Citadel Advisors
34
Citadel Advisors
Florida
$1.81M +$1.07M +74,423 +130%
HAM
35
Harber Asset Management
North Carolina
$1.8M +$1.18M +82,536 +171%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.73M -$379K -26,400 -17%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.32M +$133K +9,250 +11%
BIM
38
BlackRock Investment Management
Delaware
$1.31M -$87.3K -6,082 -6%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$1.25M -$159K -11,100 -11%
GIM
40
Granahan Investment Management
Massachusetts
$1.22M -$1.44M -99,982 -53%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$1.19M
Invesco
42
Invesco
Georgia
$1.14M -$105K -7,312 -8%
AAA
43
Adams Asset Advisors
Texas
$1.12M
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$1.12M +$798K +55,573 +216%
WI
45
WBI Investments
New Jersey
$1.06M +$1.11M +77,298 New
Charles Schwab
46
Charles Schwab
California
$1.03M +$21.2K +1,474 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$916K
Group One Trading
48
Group One Trading
Illinois
$894K +$519K +36,127 +125%
SAG
49
Sterne Agee Group
Alabama
$836K -$16.5K -1,148 -2%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$806K -$6.03K -420 -0.7%

LQDT Hedge Fund Activity: Q3 2014 in Review

132 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q3 2014, worth a combined $275M — down 22% from $354M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of LQDT and 14 opened new positions — a net loss of 6 holders — while 56 trimmed existing stakes and 37 added.

The largest buyer was Robotti Robert, opening a new position worth an estimated $6.21M. The largest seller was Van Berkom & Associates, exiting entirely with an estimated $17.3M sold.

  • 132 institutional investors held Liquidity Services (LQDT) as of Q3 2014, down from 138 in Q2 2014.
  • Funds reported $275M of Liquidity Services stock for Q3 2014, down 22% quarter-over-quarter.
  • 14 funds opened new Liquidity Services positions in Q3 2014 and 20 closed out, a net change of -6 holders.
  • The largest Liquidity Services buyer in Q3 2014 was Robotti Robert, an estimated $6.21M added.
  • The largest Liquidity Services seller in Q3 2014 was Van Berkom & Associates, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2014.