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Liquidity Services

159 hedge funds and large institutions have $385M invested in Liquidity Services in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,380% more call options, than puts

Call options by funds: $74K | Put options by funds: $5K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

10% more funds holding

Funds holding: 144159 (+15)

2.61% more ownership

Funds ownership: 70.16%72.78% (+2.6%)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

1% more capital invested

Capital invested by funds: $380M → $385M (+$5.13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
159
Holders Change
+15
Holders Change %
+10.42%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
57
Reduced
52
Closed
16
Calls
$74K
Puts
$5K
Net Calls
+$69K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$417K -$23.8K -1,249 -5%
IRC
77
Investors Research Corp
Georgia
$386K
UBS Group
78
UBS Group
Switzerland
$374K +$133K +6,966 +47%
MFIM
79
Mesirow Financial Investment Management
Illinois
$346K +$119K +6,277 +43%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$345K +$46.1K +2,423 +14%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$344K -$10.1K -532 -3%
TPSF
82
Texas Permanent School Fund
Texas
$333K +$6.22K +327 +2%
CC
83
Centiva Capital
New York
$328K +$363K +19,056 New
DA
84
Denali Advisors
California
$327K -$278K -14,600 -43%
Connor, Clark & Lunn Investment Management (CC&L)
85
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$323K -$275K -14,474 -44%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$315K
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$295K -$245K -12,893 -43%
AQR Capital Management
88
AQR Capital Management
Connecticut
$289K +$120K +6,288 +60%
AllianceBernstein
89
AllianceBernstein
Tennessee
$274K
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$265K +$56.5K +2,968 +24%
MNBTD
91
Moody National Bank Trust Division
Texas
$251K -$396K -20,794 -59%
Lazard Asset Management
92
Lazard Asset Management
New York
$249K -$134K -7,062 -33%
PCM
93
Prelude Capital Management
New York
$249K +$275K +14,458 New
GCP
94
GSA Capital Partners
United Kingdom
$246K +$272K +14,272 New
SOADOR
95
State of Alaska Department of Revenue
Alaska
$237K -$3.01K -158 -1%
YCM
96
Yousif Capital Management
Michigan
$236K +$45.5K +2,393 +21%
Citigroup
97
Citigroup
New York
$234K +$89.8K +4,717 +53%
NRD
98
Nebula Research & Development
New York
$222K +$245K +12,894 New
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$219K -$33.3K -1,752 -12%
Franklin Resources
100
Franklin Resources
California
$218K +$1.1K +58 +0.5%

LQDT Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q4 2023, worth a combined $385M — up 1.4% from $380M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LQDT positions and 16 closed out — a net gain of 15 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Granahan Investment Management, cutting an estimated $9.17M.

  • 159 institutional investors held Liquidity Services (LQDT) as of Q4 2023, up from 144 in Q3 2023.
  • Funds reported $385M of Liquidity Services stock for Q4 2023, up 1.4% quarter-over-quarter.
  • 31 funds opened new Liquidity Services positions in Q4 2023 and 16 closed out, a net change of +15 holders.
  • The largest Liquidity Services buyer in Q4 2023 was Morgan Stanley, an estimated $15.6M added.
  • The largest Liquidity Services seller in Q4 2023 was Granahan Investment Management, an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2023.