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Liquidity Services

124 hedge funds and large institutions have $526M invested in Liquidity Services in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $803K | Put options by funds: $400K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 123124 (+1)

0.46% more ownership

Funds ownership: 68.23%68.68% (+0.46%)

14% less capital invested

Capital invested by funds: $609M → $526M (-$82.4M)

51% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 59

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
29
Reduced
59
Closed
14
Calls
$803K
Puts
$400K
Net Calls
+$403K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$85.9M -$2.31M -101,318 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$51.2M -$1.73M -76,100 -3%
SCA
3
STALEY CAPITAL ADVISERS
Pennsylvania
$46.8M -$797K -35,000 -2%
GIM
4
Granahan Investment Management
Massachusetts
$38.7M +$827K +36,309 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.4M -$398K -17,479 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$30.5M -$1.21M -53,133 -4%
State Street
7
State Street
Massachusetts
$21M -$3.01M -132,294 -12%
ProShare Advisors
8
ProShare Advisors
Maryland
$16.7M +$17.6M +771,891 New
DCM
9
Driehaus Capital Management
Illinois
$15.2M +$3.27M +143,430 +26%
SAM
10
Silvercrest Asset Management
New York
$14.4M +$5.37M +235,817 +55%
PCM
11
Penserra Capital Management
California
$13.8M -$3.18M -139,749 -18%
ACB
12
Aristotle Capital Boston
Massachusetts
$12.8M +$200K +8,758 +2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$10.4M -$683K -29,995 -6%
TCM
14
Tygh Capital Management
Oregon
$10.4M +$2.14M +93,915 +24%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.95M +$66.7K +2,926 +0.6%
MFIMFI
16
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.17M -$68.1K -2,990 -0.8%
Northern Trust
17
Northern Trust
Illinois
$6.06M -$415K -18,228 -6%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.77M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.02M -$36.7K -1,613 -0.7%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$4.62M
Prudential Financial
21
Prudential Financial
New Jersey
$4.4M +$726K +31,850 +19%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.07M -$370K -16,234 -8%
Charles Schwab
23
Charles Schwab
California
$4.03M -$14.4K -630 -0.3%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.92M -$134K -5,885 -3%
Morgan Stanley
25
Morgan Stanley
New York
$3.79M -$1.83M -80,428 -31%

LQDT Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q3 2021, worth a combined $526M — down 14% from $609M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LQDT positions and 14 closed out — a net gain of 2 holders — while 29 added to existing stakes and 59 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $17.6M. The largest seller was Penserra Capital Management, cutting an estimated $3.18M.

  • 124 institutional investors held Liquidity Services (LQDT) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $526M of Liquidity Services stock for Q3 2021, down 14% quarter-over-quarter.
  • 16 funds opened new Liquidity Services positions in Q3 2021 and 14 closed out, a net change of +2 holders.
  • The largest Liquidity Services buyer in Q3 2021 was ProShare Advisors, an estimated $17.6M added.
  • The largest Liquidity Services seller in Q3 2021 was Penserra Capital Management, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2021.