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Liquidity Services

120 hedge funds and large institutions have $135M invested in Liquidity Services in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

0.23% more ownership

Funds ownership: 67.35%67.58% (+0.23%)

8% less funds holding

Funds holding: 131120 (-11)

20% less capital invested

Capital invested by funds: $169M → $135M (-$34.1M)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.59M

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
49
Reduced
41
Closed
15
Calls
Puts
$1.59M
Net Calls
-$1.59M
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.8M -$44.7K -6,420 -0.2%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$16M +$696K +100,000 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.6M +$2.49M +357,240 +22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.78M -$594K -85,280 -7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$6.41M -$1.05M -150,939 -13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.73M +$770K +110,643 +14%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$5.3M +$178K +25,569 +3%
RAM
8
Roumell Asset Management
Maryland
$3.98M +$4.36M +626,260 New
State Street
9
State Street
Massachusetts
$3.68M -$582K -83,587 -13%
HAM
10
Harber Asset Management
North Carolina
$3.5M +$2.49M +357,957 +186%
GIM
11
Granahan Investment Management
Massachusetts
$2.84M +$435K +62,500 +16%
RR
12
Robotti Robert
$2.49M +$125K +18,000 +5%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.47M +$77.3K +11,100 +3%
Northern Trust
14
Northern Trust
Illinois
$2.2M +$111K +15,912 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.12M -$337K -48,352 -13%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.79M +$102K +14,722 +6%
Invesco
17
Invesco
Georgia
$1.77M -$11.6K -1,667 -0.6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.71M +$42K +6,036 +2%
EBIM
19
Eagle Boston Investment Management
Massachusetts
$1.63M -$6.86K -986 -0.4%
ACB
20
Aristotle Capital Boston
Massachusetts
$1.5M +$264K +37,887 +19%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.39M -$130K -18,724 -8%
TAM
22
Tiverton Asset Management
Delaware
$1.3M -$476K -68,376 -25%
MCM
23
Matarin Capital Management
New York
$1.29M +$13.9K +1,998 +1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.2M +$32.7K +4,703 +3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.19M -$255K -36,700 -16%

LQDT Hedge Fund Activity: Q2 2017 in Review

120 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q2 2017, worth a combined $135M — down 20% from $169M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LQDT and 4 opened new positions — a net loss of 11 holders — while 41 trimmed existing stakes and 49 added.

The largest buyer was Roumell Asset Management, opening a new position worth an estimated $4.36M. The largest seller was Numeric Investors, exiting entirely with an estimated $4.66M sold.

  • 120 institutional investors held Liquidity Services (LQDT) as of Q2 2017, down from 131 in Q1 2017.
  • Funds reported $135M of Liquidity Services stock for Q2 2017, down 20% quarter-over-quarter.
  • 4 funds opened new Liquidity Services positions in Q2 2017 and 15 closed out, a net change of -11 holders.
  • The largest Liquidity Services buyer in Q2 2017 was Roumell Asset Management, an estimated $4.36M added.
  • The largest Liquidity Services seller in Q2 2017 was Numeric Investors, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2017.