TAX

Liberty Tax, Inc. Class A
TAX

Overview Fund Activity
Delisted

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

Back to rankings

60 hedge funds and large institutions have $133M invested in Liberty Tax, Inc. Class A in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
25
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
1
Pembroke Management
Quebec, Canada
$16.1M
2
Wells Fargo
2
Wells Fargo
California
$13.7M
3
RA
3
Royce & Associates
New York
$28.3M
4
RHJA
4
Rice Hall James & Associates
California
$1.22M
5
PCM
5
Perritt Capital Management
Illinois
$4.19M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$0
2
AAM
2
ACK Asset Management
Connecticut
$0
3
CAD
3
Craig A. Drill
$0
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$614K 22,050 +707 +3%
WCM
27
Wedge Capital Management
North Carolina
$612K 22,000 +4,600 +26%
AWCI
28
Alpine Woods Capital Investors
New York
$560K 20,119 +3,444 +21%
UCFA
29
United Capital Financial Advisors
Texas
$553K 19,970 -400 -2%
ACM
30
Ativo Capital Management
Illinois
$426K 15,311 -4 -0%
RCM
31
Rotella Capital Management
Washington
$383K 13,749 +13,749 New
TCIM
32
TIAA CREF Investment Management
New York
$367K 13,198 – –
Morgan Stanley
33
Morgan Stanley
New York
$362K 13,003 +12,085 +1,316%
KPCM
34
Kings Point Capital Management
New York
$362K 13,000 +13,000 New
EIM
35
Essex Investment Management
Massachusetts
$337K 12,100 -5 -0%
CIA
36
Capital Impact Advisors
Massachusetts
$334K 12,006 +6,277 +110%
ARTA
37
A.R.T. Advisors
New York
$318K 11,454 +11,454 New
BIM
38
BlackRock Investment Management
Delaware
$308K 11,060 +168 +2%
HCM
39
Highlander Capital Management
New Jersey
$306K 11,000 – –
AQR Capital Management
40
AQR Capital Management
Connecticut
$250K 9,000 +1,700 +23%
Deutsche Bank
41
Deutsche Bank
Germany
$223K 8,041 +7,594 +1,699%
CS
42
Credit Suisse
Switzerland
$213K 7,646 -1,033 -12%
SIP
43
Stoneridge Investment Partners
Pennsylvania
$202K 7,275 +343 +5%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$196K 7,060 – –
TA
45
Teachers Advisors
New York
$161K 5,796 – –
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$83K 3,000 +3,000 New
PMAM
47
Picton Mahoney Asset Management
Ontario, Canada
$78K 2,800 +600 +27%
NFA
48
Nationwide Fund Advisors
Ohio
$75K 2,711 -175 -6%
AIG
49
American International Group
New York
$66.7K 2,396 – –
BA
50
BlackRock Advisors
Delaware
$48K 1,727 +283 +20%
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