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Liquidity Services

144 hedge funds and large institutions have $380M invested in Liquidity Services in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $58K | Put options by funds: $41K

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $355M → $380M (+$24.7M)

3% more funds holding

Funds holding: 140144 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 70.23%70.16% (-0.07%)

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
41
Reduced
64
Closed
10
Calls
$58K
Puts
$41K
Net Calls
+$17K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$62.6M -$3.62M -207,728 -6%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$38.8M -$1.74M -100,000 -4%
Renaissance Technologies
3
Renaissance Technologies
New York
$32.6M -$120K -6,900 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.6M -$1.16M -66,672 -4%
SAM
5
Silvercrest Asset Management
New York
$20.2M +$506K +29,018 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$20M -$255K -14,644 -1%
State Street
7
State Street
Massachusetts
$14.7M +$79.3K +4,548 +0.5%
GIM
8
Granahan Investment Management
Massachusetts
$14.1M -$1.44M -82,355 -9%
ACB
9
Aristotle Capital Boston
Massachusetts
$14M +$1.56M +89,651 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.7M +$83.4K +4,779 +1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$7.32M +$474K +27,200 +7%
PAIM
12
Punch & Associates Investment Management
Minnesota
$6.3M +$218K +12,500 +4%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$5.97M +$1.49M +85,356 +34%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$5.6M +$824K +47,246 +17%
Morgan Stanley
15
Morgan Stanley
New York
$5.14M -$337K -19,335 -6%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$5.07M +$6.98K +400 +0.1%
PCM
17
Penserra Capital Management
California
$4.84M -$209K -11,978 -4%
Northern Trust
18
Northern Trust
Illinois
$4.53M -$150K -8,595 -3%
RHJA
19
Rice Hall James & Associates
California
$3.68M -$4.01K -230 -0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.5M -$196K -11,223 -5%
N
21
Nuveen
North Carolina
$3.42M -$200K -11,446 -6%
RAM
22
Roumell Asset Management
Maryland
$3.41M
Charles Schwab
23
Charles Schwab
California
$3.31M +$62.4K +3,579 +2%
Boston Partners
24
Boston Partners
Massachusetts
$2.82M +$2.79M +159,777 New
RC
25
Roubaix Capital
Colorado
$2.8M +$2.77M +158,828 New

LQDT Hedge Fund Activity: Q3 2023 in Review

144 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q3 2023, worth a combined $380M — up 7% from $355M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LQDT positions and 10 closed out — a net gain of 4 holders — while 41 added to existing stakes and 64 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.79M. The largest seller was BlackRock, cutting an estimated $3.62M.

  • 144 institutional investors held Liquidity Services (LQDT) as of Q3 2023, up from 140 in Q2 2023.
  • Funds reported $380M of Liquidity Services stock for Q3 2023, up 7% quarter-over-quarter.
  • 14 funds opened new Liquidity Services positions in Q3 2023 and 10 closed out, a net change of +4 holders.
  • The largest Liquidity Services buyer in Q3 2023 was Boston Partners, an estimated $2.79M added.
  • The largest Liquidity Services seller in Q3 2023 was BlackRock, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2023.