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Liquidity Services

129 hedge funds and large institutions have $157M invested in Liquidity Services in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

53% more capital invested

Capital invested by funds: $103M → $157M (+$54.4M)

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

5% more funds holding

Funds holding: 123129 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

60% less call options, than puts

Call options by funds: $146K | Put options by funds: $366K

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
50
Reduced
38
Closed
12
Calls
$146K
Puts
$366K
Net Calls
-$220K
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
STALEY CAPITAL ADVISERS
Pennsylvania
$16.2M
BFA
2
BlackRock Fund Advisors
California
$13.1M +$530K +83,922 +5%
HAM
3
Harber Asset Management
North Carolina
$10.9M -$1.37M -217,530 -14%
Renaissance Technologies
4
Renaissance Technologies
New York
$8.93M +$597K +94,600 +9%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$8.27M +$578K +91,489 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.14M +$389K +61,522 +6%
BIT
7
BlackRock Institutional Trust
California
$6.19M -$110K -17,360 -2%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$6.18M +$6.79K +1,075 +0.1%
State Street
9
State Street
Massachusetts
$4.94M -$218K -34,563 -5%
RAM
10
Roumell Asset Management
Maryland
$4.46M -$98.9K -15,660 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.83M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.72M +$30.4K +4,818 +1%
Morgan Stanley
13
Morgan Stanley
New York
$3.21M -$498K -78,803 -16%
RR
14
Robotti Robert
$3.19M +$608K +96,269 +31%
GIM
15
Granahan Investment Management
Massachusetts
$2.72M +$2.19M +347,191 New
Northern Trust
16
Northern Trust
Illinois
$2.65M +$21.1K +3,349 +1%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.54M +$34.7K +5,500 +2%
OAM
18
Oxford Asset Management
United Kingdom
$2.25M -$966K -152,905 -35%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$2.08M +$107K +17,000 +7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$2M -$537K -85,068 -25%
PPA
21
Parametric Portfolio Associates
Washington
$1.9M -$15.8K -2,494 -1%
EBIM
22
Eagle Boston Investment Management
Massachusetts
$1.9M +$39.7K +6,290 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.83M -$171K -27,056 -10%
Invesco
24
Invesco
Georgia
$1.77M +$300K +47,445 +27%
Goldman Sachs
25
Goldman Sachs
New York
$1.67M +$605K +95,780 +82%

LQDT Hedge Fund Activity: Q2 2016 in Review

129 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q2 2016, worth a combined $157M — up 53% from $103M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LQDT positions and 12 closed out — a net gain of 7 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Granahan Investment Management, opening a new position worth an estimated $2.19M. The largest seller was Harber Asset Management, cutting an estimated $1.37M.

  • 129 institutional investors held Liquidity Services (LQDT) as of Q2 2016, up from 123 in Q1 2016.
  • Funds reported $157M of Liquidity Services stock for Q2 2016, up 53% quarter-over-quarter.
  • 19 funds opened new Liquidity Services positions in Q2 2016 and 12 closed out, a net change of +7 holders.
  • The largest Liquidity Services buyer in Q2 2016 was Granahan Investment Management, an estimated $2.19M added.
  • The largest Liquidity Services seller in Q2 2016 was Harber Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2016.