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Liquidity Services

131 hedge funds and large institutions have $169M invested in Liquidity Services in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.4% more ownership

Funds ownership: 66.95%67.35% (+0.4%)

3% less funds holding

Funds holding: 135131 (-4)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

17% less capital invested

Capital invested by funds: $204M → $169M (-$35.2M)

95% less call options, than puts

Call options by funds: $80K | Put options by funds: $1.49M

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
42
Reduced
47
Closed
12
Calls
$80K
Puts
$1.49M
Net Calls
-$1.41M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25M +$27.4M +3,120,892 +53,248%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$19.4M +$3.16M +360,000 +17%
Renaissance Technologies
3
Renaissance Technologies
New York
$13M +$1.5M +171,200 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.5M +$624K +71,139 +6%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$9.29M -$472K -53,774 -4%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$6.48M +$37.8K +4,310 +0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.34M +$338K +38,478 +5%
State Street
8
State Street
Massachusetts
$5.31M -$145K -16,524 -2%
NI
9
Numeric Investors
Massachusetts
$4.66M +$492K +56,000 +11%
RR
10
Robotti Robert
$3.18M -$158K -18,000 -4%
GIM
11
Granahan Investment Management
Massachusetts
$3.08M -$173K -19,760 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.06M -$16.7K -1,900 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.02M +$84.3K +9,600 +3%
Northern Trust
14
Northern Trust
Illinois
$2.65M -$34.7K -3,956 -1%
Invesco
15
Invesco
Georgia
$2.25M -$82.6K -9,405 -3%
TAM
16
Tiverton Asset Management
Delaware
$2.19M
JP Morgan Chase
17
JP Morgan Chase
New York
$2.14M -$622K -70,877 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.1M +$8.29K +945 +0.4%
EBIM
19
Eagle Boston Investment Management
Massachusetts
$2.06M +$117K +13,329 +5%
Morgan Stanley
20
Morgan Stanley
New York
$1.92M +$67.9K +7,731 +3%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.9M +$2.08M +237,339 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.8M -$353K -40,200 -15%
MCM
23
Matarin Capital Management
New York
$1.61M +$466K +53,060 +36%
Goldman Sachs
24
Goldman Sachs
New York
$1.6M -$76.7K -8,741 -4%
ACB
25
Aristotle Capital Boston
Massachusetts
$1.58M +$135K +15,344 +8%

LQDT Hedge Fund Activity: Q1 2017 in Review

131 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q1 2017, worth a combined $169M — down 17% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LQDT positions and 12 closed out — a net gain of 1 holder — while 42 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $27.4M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $1.29M sold.

  • 131 institutional investors held Liquidity Services (LQDT) as of Q1 2017, down from 135 in Q4 2016.
  • Funds reported $169M of Liquidity Services stock for Q1 2017, down 17% quarter-over-quarter.
  • 13 funds opened new Liquidity Services positions in Q1 2017 and 12 closed out, a net change of +1 holder.
  • The largest Liquidity Services buyer in Q1 2017 was BlackRock, an estimated $27.4M added.
  • The largest Liquidity Services seller in Q1 2017 was Mackenzie Financial, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2017.