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Liquidity Services

92 hedge funds and large institutions have $137M invested in Liquidity Services in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% more ownership

Funds ownership: 65.61%67.26% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $138M → $137M (-$790K)

3% less funds holding

Funds holding: 9592 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
35
Reduced
32
Closed
7
Calls
$185K
Puts
Net Calls
+$185K
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.5M +$1.74M +253,142 +7%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$16M
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M +$445K +64,639 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10M +$449K +65,153 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.57M +$499K +72,451 +5%
HAM
6
Harber Asset Management
North Carolina
$6.27M -$394K -57,192 -5%
RAM
7
Roumell Asset Management
Maryland
$5.96M -$135K -19,680 -2%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$5.39M -$102K -14,886 -2%
State Street
9
State Street
Massachusetts
$4.09M +$279K +40,580 +7%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$3.68M -$701K -101,801 -15%
Boston Partners
11
Boston Partners
Massachusetts
$3.14M +$1.97M +286,385 +138%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.45M +$17.2K +2,500 +0.7%
Northern Trust
13
Northern Trust
Illinois
$2.26M +$19.8K +2,872 +0.8%
ACB
14
Aristotle Capital Boston
Massachusetts
$2.08M +$58.2K +8,452 +3%
EBIM
15
Eagle Boston Investment Management
Massachusetts
$2M +$47.5K +6,893 +2%
HP
16
Harvey Partners
New York
$1.92M +$243K +35,342 +13%
GIM
17
Granahan Investment Management
Massachusetts
$1.79M -$808K -117,410 -29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.79M +$54.2K +7,867 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.54M +$132K +19,168 +9%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.47M +$1.59M +231,500 New
Principal Financial Group
21
Principal Financial Group
Iowa
$1.32M +$33.9K +4,923 +2%
Ameriprise
22
Ameriprise
Minnesota
$994K -$13.7K -1,985 -1%
Charles Schwab
23
Charles Schwab
California
$949K +$133K +19,319 +15%
BCM
24
Bridgeway Capital Management
Texas
$857K
Invesco
25
Invesco
Georgia
$772K -$479K -69,512 -36%

LQDT Hedge Fund Activity: Q3 2018 in Review

92 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q3 2018, worth a combined $137M — down 0.57% from $138M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LQDT and 5 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 35 added.

The largest buyer was Boston Partners, adding an estimated $1.97M. The largest seller was Granahan Investment Management, cutting an estimated $808K.

  • 92 institutional investors held Liquidity Services (LQDT) as of Q3 2018, down from 95 in Q2 2018.
  • Funds reported $137M of Liquidity Services stock for Q3 2018, down 0.57% quarter-over-quarter.
  • 5 funds opened new Liquidity Services positions in Q3 2018 and 7 closed out, a net change of -2 holders.
  • The largest Liquidity Services buyer in Q3 2018 was Boston Partners, an estimated $1.97M added.
  • The largest Liquidity Services seller in Q3 2018 was Granahan Investment Management, an estimated $808K sold.

Based on aggregated 13F filings for Q3 2018.