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Liquidity Services

101 hedge funds and large institutions have $132M invested in Liquidity Services in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

42% more capital invested

Capital invested by funds: $93.3M → $132M (+$39.1M)

34% more call options, than puts

Call options by funds: $394K | Put options by funds: $294K

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

6% more funds holding

Funds holding: 95101 (+6)

5.43% less ownership

Funds ownership: 70.74%65.32% (-5.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
38
Reduced
31
Closed
12
Calls
$394K
Puts
$294K
Net Calls
+$100K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.4M +$239K +45,071 +1%
Renaissance Technologies
2
Renaissance Technologies
New York
$15M +$830K +156,508 +7%
SCA
3
STALEY CAPITAL ADVISERS
Pennsylvania
$12.9M
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.6M +$663K +124,994 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.54M -$218K -41,130 -3%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$6.01M +$633K +119,285 +13%
ACB
7
Aristotle Capital Boston
Massachusetts
$5.48M +$284K +53,640 +6%
State Street
8
State Street
Massachusetts
$4.73M +$174K +32,778 +4%
2L
9
22NW LP
Washington
$3.61M -$1.33M -251,075 -29%
GIM
10
Granahan Investment Management
Massachusetts
$3.57M +$366K +69,050 +13%
RAM
11
Roumell Asset Management
Maryland
$2.43M -$3.76M -709,722 -63%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.4M -$140K -26,322 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.35M +$59K +11,124 +3%
Northern Trust
14
Northern Trust
Illinois
$2.17M -$141K -26,587 -7%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$1.95M -$45.1K -8,500 -3%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.75M -$133K -25,048 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.59M +$15.9K +3,005 +1%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.5M +$920K +173,418 +222%
Principal Financial Group
19
Principal Financial Group
Iowa
$1.21M -$5.1K -961 -0.5%
Boston Partners
20
Boston Partners
Massachusetts
$1.11M -$2.31K -435 -0.2%
Charles Schwab
21
Charles Schwab
California
$1.09M +$58K +10,928 +6%
SEI Investments
22
SEI Investments
Pennsylvania
$899K
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$814K +$664K +125,272 +1,108%
Ameriprise
24
Ameriprise
Minnesota
$755K -$21.4K -4,040 -3%
N
25
Nuveen
North Carolina
$702K +$98.7K +18,600 +19%

LQDT Hedge Fund Activity: Q2 2020 in Review

101 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q2 2020, worth a combined $132M — up 42% from $93.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LQDT positions and 12 closed out — a net gain of 6 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $920K. The largest seller was Roumell Asset Management, cutting an estimated $3.76M.

  • 101 institutional investors held Liquidity Services (LQDT) as of Q2 2020, up from 95 in Q1 2020.
  • Funds reported $132M of Liquidity Services stock for Q2 2020, up 42% quarter-over-quarter.
  • 18 funds opened new Liquidity Services positions in Q2 2020 and 12 closed out, a net change of +6 holders.
  • The largest Liquidity Services buyer in Q2 2020 was Arrowstreet Capital, an estimated $920K added.
  • The largest Liquidity Services seller in Q2 2020 was Roumell Asset Management, an estimated $3.76M sold.

Based on aggregated 13F filings for Q2 2020.