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Liquidity Services

177 hedge funds and large institutions have $1.12B invested in Liquidity Services in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

43% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 56

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 167177 (+10)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$21M)

6% less call options, than puts

Call options by funds: $6.26M | Put options by funds: $6.63M

Holders
177
Holders Change
+10
Holders Change %
+5.99%
% of All Funds
5.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
80
Reduced
56
Closed
16
Calls
$6.26M
Puts
$6.63M
Net Calls
-$365K
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
NSCM
1
New South Capital Management
Tennessee
$82.2M +$274K +8,602 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.3M +$2.43M +76,323 +5%
GIM
3
Granahan Investment Management
Massachusetts
$50.9M +$24.4M +766,919 +102%
CPCM
4
Clifton Park Capital Management
Delaware
$50.3M +$3.18M +100,000 +7%
KCM
5
Kornitzer Capital Management
Kansas
$47.2M -$55.7K -1,750 -0.1%
BFA
6
BlackRock Fund Advisors
California
$45.1M +$5.25M +165,179 +14%
Capital Research Global Investors
7
Capital Research Global Investors
California
$43M -$13.5M -426,056 -25%
CWAM
8
Columbia Wanger Asset Management
Illinois
$42.9M +$4.77M +150,000 +13%
BTW
9
Boston Trust Walden
Massachusetts
$40.6M +$5.02M +157,892 +15%
VBA
10
Van Berkom & Associates
Quebec, Canada
$40M +$6.73M +211,607 +22%
PM
11
Pembroke Management
Quebec, Canada
$34.9M +$14.8M +466,900 +81%
WC
12
Weatherbie Capital
Massachusetts
$30.9M +$2.27M +71,299 +8%
MPMG
13
Minneapolis Portfolio Management Group
Minnesota
$25.2M +$457K +14,360 +2%
William Blair & Company
14
William Blair & Company
Illinois
$24.5M -$27.8M -875,317 -55%
BIT
15
BlackRock Institutional Trust
California
$22M +$62.6K +1,969 +0.3%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$21.9M +$388K +12,200 +2%
CAM
17
Cortina Asset Management
Wisconsin
$20.1M +$1.22M +38,363 +7%
Capital World Investors
18
Capital World Investors
California
$19.8M -$6.04M -190,000 -24%
LI
19
LMCG Investments
Massachusetts
$16.5M -$6.57M -206,723 -30%
ACM
20
Atlanta Capital Management
Georgia
$16.4M +$419K +13,163 +3%
State Street
21
State Street
Massachusetts
$16.3M +$571K +17,958 +4%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$15.3M +$14.2M +445,970 +4,247%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$15M +$2.95M +92,875 +26%
EBIM
24
Eagle Boston Investment Management
Massachusetts
$14.5M +$5.08M +159,724 +60%
Northern Trust
25
Northern Trust
Illinois
$14.4M +$76.1K +2,394 +0.6%

LQDT Hedge Fund Activity: Q3 2013 in Review

177 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q3 2013, worth a combined $1.12B — down 1.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LQDT positions and 16 closed out — a net gain of 11 holders — while 80 added to existing stakes and 56 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $24.4M. The largest seller was William Blair & Company, cutting an estimated $27.8M.

  • 177 institutional investors held Liquidity Services (LQDT) as of Q3 2013, up from 167 in Q2 2013.
  • Funds reported $1.12B of Liquidity Services stock for Q3 2013, down 1.8% quarter-over-quarter.
  • 27 funds opened new Liquidity Services positions in Q3 2013 and 16 closed out, a net change of +11 holders.
  • The largest Liquidity Services buyer in Q3 2013 was Granahan Investment Management, an estimated $24.4M added.
  • The largest Liquidity Services seller in Q3 2013 was William Blair & Company, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2013.