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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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67 hedge funds and large institutions have $159M invested in Liberty Tax, Inc. Class A in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

31% more capital invested

Capital invested by funds: $121M → $159M (+$38M)

3% more funds holding

Funds holding: 65 → 67 (+2)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
13
Increased
18
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PM
Pembroke Management
Quebec, Canada
+$7.33M
2
MHP
Manatuck Hill Partners
Connecticut
+$3.63M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$2.6M
4
American Century Companies
American Century Companies
Missouri
+$2.31M
5
DCM
Driehaus Capital Management
Illinois
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
ZCG
Zesiger Capital Group
New York
-$7.3M
2
Wells Fargo
Wells Fargo
California
-$3.52M
3
RA
Royce & Associates
New York
-$2.27M
4
AAM
ACK Asset Management
Connecticut
-$1.82M
5
CAD
Craig A. Drill
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.08M -$446K -12,282 -29%
BIT
27
BlackRock Institutional Trust
California
$1.08M -$29.2K -804 -3%
KCM
28
Keane Capital Management
North Carolina
$1.01M -$177K -4,868 -15%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$763K +$254K +6,991 +49%
UCFA
30
United Capital Financial Advisors
Texas
$728K – – –
BAM
31
Burgundy Asset Management
Ontario, Canada
$701K +$713K +19,614 New
WCM
32
Wedge Capital Management
North Carolina
$622K -$76.3K -2,100 -11%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$618K +$4.8K +132 +0.8%
AWCI
34
Alpine Woods Capital Investors
New York
$596K -$426K -11,734 -41%
ACM
35
Ativo Capital Management
Illinois
$547K +$73 +2 +0%
Citigroup
36
Citigroup
New York
$505K +$47.7K +1,312 +10%
TCIM
37
TIAA CREF Investment Management
New York
$472K -$95.6K -2,630 -17%
EIM
38
Essex Investment Management
Massachusetts
$433K – – –
BAMCO Inc
39
BAMCO Inc
New York
$429K +$436K +12,000 New
HCM
40
Highlander Capital Management
New Jersey
$393K -$190K -5,237 -32%
BIM
41
BlackRock Investment Management
Delaware
$389K +$1.09K +30 +0.3%
CS
42
Credit Suisse
Switzerland
$311K -$26.1K -718 -8%
AQR Capital Management
43
AQR Capital Management
Connecticut
$261K +$265K +7,300 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$252K +$1.09K +30 +0.4%
SIP
45
Stoneridge Investment Partners
Pennsylvania
$248K +$252K +6,932 New
Charles Schwab
46
Charles Schwab
California
$233K – – –
TA
47
Teachers Advisors
New York
$207K – – –
CIA
48
Capital Impact Advisors
Massachusetts
$205K – – –
MAM
49
Martingale Asset Management
Massachusetts
$204K +$207K +5,702 New
NFA
50
Nationwide Fund Advisors
Ohio
$103K – – –
1
2
3 4

TAX Hedge Fund Activity: Q4 2014 in Review

67 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q4 2014, worth a combined $159M — up 31% from $121M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TAX positions and 9 closed out — a net gain of 4 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Pembroke Management, opening a new position worth an estimated $7.33M. The largest seller was Zesiger Capital Group, cutting an estimated $7.3M.

  • 67 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q4 2014, up from 65 in Q3 2014.
  • Funds reported $159M of Liberty Tax, Inc. Class A stock for Q4 2014, up 31% quarter-over-quarter.
  • 13 funds opened new Liberty Tax, Inc. Class A positions in Q4 2014 and 9 closed out, a net change of +4 holders.
  • The largest Liberty Tax, Inc. Class A buyer in Q4 2014 was Pembroke Management, an estimated $7.33M added.
  • The largest Liberty Tax, Inc. Class A seller in Q4 2014 was Zesiger Capital Group, an estimated $7.3M sold.

Based on aggregated 13F filings for Q4 2014.