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TAX

Liberty Tax, Inc. Class A
TAX

Delisted

TAX was delisted on the 1st of August, 2018.

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50 hedge funds and large institutions have $90.1M invested in Liberty Tax, Inc. Class A in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

125% more capital invested

Capital invested by funds: $40.1M → $90.1M (+$50.1M)

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

16% more funds holding

Funds holding: 43 → 50 (+7)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
19
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$19.5M
2
Wells Fargo
Wells Fargo
California
+$8.87M
3
ZCG
Zesiger Capital Group
New York
+$6.64M
4
AAM
ACK Asset Management
Connecticut
+$6.31M
5
BCM
Bares Capital Management
Texas
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
TAL
TIG Advisors LLC
New York
-$4.57M
2
KCM
Keane Capital Management
North Carolina
-$789K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$721K
4
WFM
Wilmington Funds Management
Delaware
-$676K
5
CA
Continental Advisors
Utah
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Highlander Capital Management
New Jersey
$506K -$25.9K -1,000 -5%
BAM
27
Burgundy Asset Management
Ontario, Canada
$432K – – –
Bank of New York Mellon
28
Bank of New York Mellon
New York
$375K +$11.2K +432 +3%
BIM
29
BlackRock Investment Management
Delaware
$364K +$7.08K +273 +2%
SIP
30
Stoneridge Investment Partners
Pennsylvania
$351K -$7.78K -300 -2%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$230K – – –
TA
32
Teachers Advisors
New York
$165K – – –
NFA
33
Nationwide Fund Advisors
Ohio
$99K – – –
AIG
34
American International Group
New York
$86.5K +$1.95K +75 +2%
BA
35
BlackRock Advisors
Delaware
$68K +$4.96K +191 +9%
Deutsche Bank
36
Deutsche Bank
Germany
$62K +$19.5K +751 +50%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$61K +$57.1K +2,200 New
U
38
UBS
Switzerland
$48K -$16.5K -637 -27%
DCM
39
Dean Capital Management
Kansas
$47K +$43.7K +1,685 New
Citigroup
40
Citigroup
New York
$43K +$2.05K +79 +5%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$31K -$726 -28 -2%
RNS
42
Robert N. Shapiro
$13K – – –
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$13K +$5.99K +231 +91%
TRCT
44
Tower Research Capital (TRC)
New York
$10K -$51.3K -1,978 -85%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$5.47K +$208 +8 +4%
Barclays
46
Barclays
United Kingdom
$5K +$1.97K +76 +74%
DA
47
Denali Advisors
California
$4K – – –
Bank of America
48
Bank of America
North Carolina
$3K +$1.71K +66 +147%
Morgan Stanley
49
Morgan Stanley
New York
$2K -$1.38K -53 -42%
KCM
50
Keane Capital Management
North Carolina
$1.85K -$789K -30,400 -31%
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TAX Hedge Fund Activity: Q1 2014 in Review

50 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q1 2014, worth a combined $90.1M — up 125% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TAX positions and 2 closed out — a net gain of 7 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Royce & Associates, adding an estimated $19.5M. The largest seller was TIG Advisors LLC, exiting entirely with an estimated $4.57M sold.

  • 50 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $90.1M of Liberty Tax, Inc. Class A stock for Q1 2014, up 125% quarter-over-quarter.
  • 9 funds opened new Liberty Tax, Inc. Class A positions in Q1 2014 and 2 closed out, a net change of +7 holders.
  • The largest Liberty Tax, Inc. Class A buyer in Q1 2014 was Royce & Associates, an estimated $19.5M added.
  • The largest Liberty Tax, Inc. Class A seller in Q1 2014 was TIG Advisors LLC, an estimated $4.57M sold.

Based on aggregated 13F filings for Q1 2014.