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Liquidity Services

140 hedge funds and large institutions have $355M invested in Liquidity Services in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $66K | Put options by funds: $45K

26% more capital invested

Capital invested by funds: $281M → $355M (+$74.2M)

2.6% more ownership

Funds ownership: 67.64%70.23% (+2.6%)

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
48
Reduced
51
Closed
20
Calls
$66K
Puts
$45K
Net Calls
+$21K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$62.1M -$1.64M -111,703 -3%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$38M
Renaissance Technologies
3
Renaissance Technologies
New York
$30.6M +$782K +53,340 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.8M -$276K -18,849 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.9M +$152K +10,350 +0.9%
SAM
6
Silvercrest Asset Management
New York
$18.4M +$4.04M +275,768 +33%
GIM
7
Granahan Investment Management
Massachusetts
$14.5M -$7.76M -529,036 -38%
State Street
8
State Street
Massachusetts
$13.7M -$482K -32,829 -4%
ACB
9
Aristotle Capital Boston
Massachusetts
$11.6M +$116K +7,905 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.07M -$184K -12,537 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$6.41M
PAIM
12
Punch & Associates Investment Management
Minnesota
$5.69M +$3.3M +225,000 +188%
Morgan Stanley
13
Morgan Stanley
New York
$5.13M +$873K +59,510 +24%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$4.74M +$895K +61,000 +27%
PCM
15
Penserra Capital Management
California
$4.73M +$461K +31,428 +12%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$4.46M +$1.39M +94,770 +54%
Northern Trust
17
Northern Trust
Illinois
$4.39M -$185K -12,596 -5%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$4.19M +$1.46M +99,567 +65%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.46M -$145K -9,887 -5%
RHJA
20
Rice Hall James & Associates
California
$3.45M +$145K +9,913 +5%
N
21
Nuveen
North Carolina
$3.39M -$273K -18,646 -8%
RAM
22
Roumell Asset Management
Maryland
$3.19M
Charles Schwab
23
Charles Schwab
California
$3.04M +$26.6K +1,816 +1%
Ameriprise
24
Ameriprise
Minnesota
$2.58M -$57.9K -3,945 -2%
Millennium Management
25
Millennium Management
New York
$2.3M -$3.13M -213,387 -60%

LQDT Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q2 2023, worth a combined $355M — up 26% from $281M a quarter earlier.

Fund positioning in LQDT was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 48 added to existing stakes and 51 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $4.04M. The largest seller was Granahan Investment Management, cutting an estimated $7.76M.

  • 140 institutional investors held Liquidity Services (LQDT) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $355M of Liquidity Services stock for Q2 2023, up 26% quarter-over-quarter.
  • 20 funds opened new Liquidity Services positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest Liquidity Services buyer in Q2 2023 was Silvercrest Asset Management, an estimated $4.04M added.
  • The largest Liquidity Services seller in Q2 2023 was Granahan Investment Management, an estimated $7.76M sold.

Based on aggregated 13F filings for Q2 2023.