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Liquidity Services

136 hedge funds and large institutions have $378M invested in Liquidity Services in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $314M → $378M (+$64.1M)

13% more funds holding

Funds holding: 120136 (+16)

0.26% less ownership

Funds ownership: 65.62%65.36% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

78% less call options, than puts

Call options by funds: $63K | Put options by funds: $283K

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
40
Reduced
43
Closed
16
Calls
$63K
Puts
$283K
Net Calls
-$220K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$67.4M +$2.41M +137,083 +3%
GIM
2
Granahan Investment Management
Massachusetts
$41.4M +$7.4M +420,677 +20%
SCA
3
STALEY CAPITAL ADVISERS
Pennsylvania
$37.4M
Renaissance Technologies
4
Renaissance Technologies
New York
$32M -$4.69M -266,340 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.8M +$459K +26,116 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$18.9M -$188K -10,668 -0.9%
State Street
7
State Street
Massachusetts
$14.7M -$180K -10,251 -1%
SAM
8
Silvercrest Asset Management
New York
$12.1M -$938K -53,326 -7%
ACB
9
Aristotle Capital Boston
Massachusetts
$9.96M -$428K -24,344 -4%
DCM
10
Driehaus Capital Management
Illinois
$8.62M -$239K -13,574 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.75M +$52.8K +3,000 +0.6%
PCM
12
Penserra Capital Management
California
$5.94M -$514K -29,208 -7%
Morgan Stanley
13
Morgan Stanley
New York
$4.94M -$258K -14,666 -5%
Northern Trust
14
Northern Trust
Illinois
$4.23M -$49.7K -2,822 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.04M +$201K +11,400 +5%
N
16
Nuveen
North Carolina
$3.74M +$1.36M +77,159 +50%
PAMP
17
Polar Asset Management Partners
Ontario, Canada
$3.73M +$4.03M +229,100 New
RC
18
Roubaix Capital
Colorado
$3.6M -$627K -35,637 -14%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$3.45M
Wellington Management Group
20
Wellington Management Group
Massachusetts
$3.42M +$3.7M +210,100 New
AIA
21
Avalon Investment & Advisory
Texas
$3.37M +$3.65M +207,232 New
Charles Schwab
22
Charles Schwab
California
$3.13M +$96K +5,454 +3%
Ameriprise
23
Ameriprise
Minnesota
$3M +$6.74K +383 +0.2%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.71M +$17.4K +988 +0.6%
CAM
25
Crown Advisors Management
California
$2.26M +$686K +39,000 +39%

LQDT Hedge Fund Activity: Q3 2022 in Review

136 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q3 2022, worth a combined $378M — up 20% from $314M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LQDT positions and 16 closed out — a net gain of 16 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $7.4M. The largest seller was ProShare Advisors, exiting entirely with an estimated $5.99M sold.

  • 136 institutional investors held Liquidity Services (LQDT) as of Q3 2022, up from 120 in Q2 2022.
  • Funds reported $378M of Liquidity Services stock for Q3 2022, up 20% quarter-over-quarter.
  • 32 funds opened new Liquidity Services positions in Q3 2022 and 16 closed out, a net change of +16 holders.
  • The largest Liquidity Services buyer in Q3 2022 was Granahan Investment Management, an estimated $7.4M added.
  • The largest Liquidity Services seller in Q3 2022 was ProShare Advisors, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2022.