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Liquidity Services

110 hedge funds and large institutions have $105M invested in Liquidity Services in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 67.4%67.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 112110 (-2)

17% less capital invested

Capital invested by funds: $125M → $105M (-$20.7M)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
40
Closed
14
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.9M -$234K -42,895 -1%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$12.1M -$463K -85,000 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$10.8M +$129K +23,740 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.42M +$289K +53,142 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.7M +$745K +136,774 +13%
RAM
6
Roumell Asset Management
Maryland
$5.38M +$1.27M +232,357 +27%
HAM
7
Harber Asset Management
North Carolina
$5.14M +$312K +57,353 +6%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$4.11M +$27.8K +5,107 +0.6%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.08M -$1.03M -188,222 -23%
State Street
10
State Street
Massachusetts
$2.9M +$151K +27,701 +5%
GIM
11
Granahan Investment Management
Massachusetts
$2.17M -$50.3K -9,243 -2%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.76M -$62.6K -11,500 -3%
ACB
13
Aristotle Capital Boston
Massachusetts
$1.76M +$436K +80,012 +28%
Northern Trust
14
Northern Trust
Illinois
$1.66M -$17.3K -3,170 -0.9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.61M -$6.19K -1,137 -0.3%
EBIM
16
Eagle Boston Investment Management
Massachusetts
$1.35M +$102K +18,715 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.31M +$28.2K +5,179 +2%
Invesco
18
Invesco
Georgia
$1.29M -$76.1K -13,962 -5%
MCM
19
Matarin Capital Management
New York
$1.1M +$54.2K +9,946 +5%
BCM
20
Bridgeway Capital Management
Texas
$1.05M +$163K +30,000 +16%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.01M -$28.6K -5,253 -2%
Boston Partners
22
Boston Partners
Massachusetts
$934K +$1.05M +192,565 New
Principal Financial Group
23
Principal Financial Group
Iowa
$926K -$8.11K -1,489 -0.8%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$911K
Ameriprise
25
Ameriprise
Minnesota
$747K +$78.8K +14,472 +10%

LQDT Hedge Fund Activity: Q4 2017 in Review

110 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q4 2017, worth a combined $105M — down 17% from $125M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LQDT and 13 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 32 added.

The largest buyer was Roumell Asset Management, adding an estimated $1.27M. The largest seller was Acadian Asset Management, cutting an estimated $1.03M.

  • 110 institutional investors held Liquidity Services (LQDT) as of Q4 2017, down from 112 in Q3 2017.
  • Funds reported $105M of Liquidity Services stock for Q4 2017, down 17% quarter-over-quarter.
  • 13 funds opened new Liquidity Services positions in Q4 2017 and 14 closed out, a net change of -1 holder.
  • The largest Liquidity Services buyer in Q4 2017 was Roumell Asset Management, an estimated $1.27M added.
  • The largest Liquidity Services seller in Q4 2017 was Acadian Asset Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2017.