TAX

Liberty Tax, Inc. Class A
TAX

Overview Fund Activity
Delisted

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

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62 hedge funds and large institutions have $76M invested in Liberty Tax, Inc. Class A in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tieton Capital Management
Washington
$5.29M
2
NA
2
NS Advisors
Connecticut
$3.1M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$2.39M
4
RCM
4
Rutabaga Capital Management
Massachusetts
$9.06M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.03M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$0
2
SBCM
2
Schwerin Boyle Capital Management
Massachusetts
$4.18M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.61M
4
Wells Fargo
4
Wells Fargo
California
$6.71M
5
FG
5
Formula Growth
Quebec, Canada
$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Impact Advisors
Massachusetts
$556K – – –
Two Sigma Advisers
27
Two Sigma Advisers
New York
$436K +$178K +13,300 +69%
SCP
28
Seizert Capital Partners
Michigan
$425K +$425K +31,684 New
BIM
29
BlackRock Investment Management
Delaware
$336K – – –
CIC
30
Cornercap Investment Counsel
Georgia
$323K +$8.64K +645 +3%
Citigroup
31
Citigroup
New York
$274K +$230K +17,147 +523%
IA
32
Icon Advisers
Colorado
$265K – – –
TCIM
33
TIAA CREF Investment Management
New York
$242K -$34.1K -2,546 -12%
UCFA
34
United Capital Financial Advisors
Texas
$241K -$26.8K -2,000 -10%
Goldman Sachs
35
Goldman Sachs
New York
$199K +$199K +14,855 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$191K +$191K +14,279 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$187K -$2.68K -200 -1%
Charles Schwab
38
Charles Schwab
California
$157K – – –
PP
39
Palladium Partners
Virginia
$150K +$150K +11,208 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$143K +$143K +10,690 New
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$141K +$141K +10,539 New
TA
42
Teachers Advisors
New York
$133K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$127K -$178K -13,298 -58%
TRCT
44
Tower Research Capital (TRC)
New York
$98K +$89.7K +6,702 +1,076%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$74K – – –
Bank of America
46
Bank of America
North Carolina
$69K +$64.5K +4,782 +1,445%
AIG
47
American International Group
New York
$52K -$146 -11 -0.3%
NFA
48
Nationwide Fund Advisors
Ohio
$49K – – –
HCM
49
Highlander Capital Management
New Jersey
$41K – – –
BA
50
BlackRock Advisors
Delaware
$32K +$1.92K +144 +6%
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