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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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64 hedge funds and large institutions have $79.8M invested in Liberty Tax, Inc. Class A in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

5% more capital invested

Capital invested by funds: $76M → $79.8M (+$3.86M)

3% more funds holding

Funds holding: 62 → 64 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
24
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.52M
2
CC
Cannell Capital
Wyoming
+$1.99M
3
RCM
Rutabaga Capital Management
Massachusetts
+$1.65M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$418K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$403K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$988K
2
Renaissance Technologies
Renaissance Technologies
New York
-$835K
3
Deutsche Bank
Deutsche Bank
Germany
-$456K
4
Wells Fargo
Wells Fargo
California
-$418K
5
Morgan Stanley
Morgan Stanley
New York
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
26
Seizert Capital Partners
Michigan
$451K – – –
Two Sigma Investments
27
Two Sigma Investments
New York
$445K -$251K -17,633 -36%
CIC
28
Cornercap Investment Counsel
Georgia
$344K – – –
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$288K +$84.2K +5,919 +41%
Goldman Sachs
30
Goldman Sachs
New York
$272K +$59.7K +4,200 +28%
TCIM
31
TIAA CREF Investment Management
New York
$269K +$11.3K +795 +4%
UCFA
32
United Capital Financial Advisors
Texas
$256K – – –
DTL
33
Dynamic Technology Lab
Singapore
$226K +$225K +15,856 New
IA
34
Icon Advisers
Colorado
$204K -$77.5K -5,450 -28%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$195K -$4.26K -300 -2%
Charles Schwab
36
Charles Schwab
California
$167K – – –
PP
37
Palladium Partners
Virginia
$165K +$4.75K +334 +3%
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$150K – – –
TA
39
Teachers Advisors
New York
$142K – – –
Citigroup
40
Citigroup
New York
$116K -$175K -12,305 -60%
Zurich Cantonal Bank
41
Zurich Cantonal Bank
Switzerland
$98K +$98.1K +6,900 New
Bank of America
42
Bank of America
North Carolina
$84K +$11.5K +809 +16%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$78K +$14 +1 +0%
NFA
44
Nationwide Fund Advisors
Ohio
$74K +$21.6K +1,516 +41%
JP Morgan Chase
45
JP Morgan Chase
New York
$66K -$69.1K -4,857 -51%
AIM
46
Acrospire Investment Management
Illinois
$63K +$62.5K +4,399 New
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$62K +$61.1K +4,300 New
AIG
48
American International Group
New York
$60K +$3.98K +280 +7%
HCM
49
Highlander Capital Management
New Jersey
$44K – – –
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$43K +$43.2K +3,042 New
1
2
3

TAX Hedge Fund Activity: Q1 2017 in Review

64 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q1 2017, worth a combined $79.8M — up 5.1% from $76M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TAX positions and 2 closed out — a net gain of 8 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $4.52M. The largest seller was Kennedy Capital Management, cutting an estimated $988K.

  • 64 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q1 2017, up from 62 in Q4 2016.
  • Funds reported $79.8M of Liberty Tax, Inc. Class A stock for Q1 2017, up 5.1% quarter-over-quarter.
  • 10 funds opened new Liberty Tax, Inc. Class A positions in Q1 2017 and 2 closed out, a net change of +8 holders.
  • The largest Liberty Tax, Inc. Class A buyer in Q1 2017 was BlackRock, an estimated $4.52M added.
  • The largest Liberty Tax, Inc. Class A seller in Q1 2017 was Kennedy Capital Management, an estimated $988K sold.

Based on aggregated 13F filings for Q1 2017.