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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 $87.3M invested in Liberty Tax, Inc. Class A in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

18% more funds holding

Funds holding: 57 → 67 (+10)

16% more capital invested

Capital invested by funds: $75.5M → $87.3M (+$11.8M)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
16
Reduced
25
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Nantahala Capital Management
Connecticut
+$3M
2
CC
Cannell Capital
Wyoming
+$1.81M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$829K
4
Macquarie Group
Macquarie Group
Australia
+$470K
5
MAM
Martingale Asset Management
Massachusetts
+$464K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rutabaga Capital Management
Massachusetts
-$3.41M
2
AG
Algert Global
California
-$317K
3
TCM
Tieton Capital Management
Washington
-$307K
4
Goldman Sachs
Goldman Sachs
New York
-$293K
5
GCP
GSA Capital Partners
United Kingdom
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$487K +$470K +33,826 New
MAM
27
Martingale Asset Management
Massachusetts
$482K +$464K +33,411 New
Two Sigma Advisers
28
Two Sigma Advisers
New York
$392K -$40.3K -2,900 -10%
MERSOM
29
Municipal Employees' Retirement System of Michigan
Michigan
$320K – – –
GCP
30
GSA Capital Partners
United Kingdom
$269K -$241K -17,346 -48%
NFA
31
Nationwide Fund Advisors
Ohio
$269K +$187K +13,500 +259%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$258K +$128K +9,183 +105%
AG
33
Algert Global
California
$247K -$317K -22,800 -57%
UCFA
34
United Capital Financial Advisors
Texas
$230K – – –
TCIM
35
TIAA CREF Investment Management
New York
$229K – – –
Creative Planning
36
Creative Planning
Kansas
$216K – – –
Millennium Management
37
Millennium Management
New York
$211K +$204K +14,665 New
IA
38
Icon Advisers
Colorado
$206K – – –
CCMH
39
Cornerstone Capital Management Holdings
New York
$202K +$11.1K +800 +6%
OAM
40
Oxford Asset Management
United Kingdom
$184K +$175K +12,630 New
Charles Schwab
41
Charles Schwab
California
$169K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$163K +$157K +11,330 New
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$162K -$12.5K -900 -7%
DTL
44
Dynamic Technology Lab
Singapore
$160K +$154K +11,121 New
HFA
45
High Falls Advisors
New York
$146K +$141K +10,153 New
PAM
46
Panagora Asset Management
Massachusetts
$117K – – –
TA
47
Teachers Advisors
New York
$116K -$24.6K -1,774 -18%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$110K +$47.5K +3,420 +81%
Citigroup
49
Citigroup
New York
$81K -$42.1K -3,035 -35%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$79K – – –
1
2
3

TAX Hedge Fund Activity: Q3 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q3 2017, worth a combined $87.3M — up 16% from $75.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TAX positions and 1 closed out — a net gain of 10 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $3M. The largest seller was Rutabaga Capital Management, cutting an estimated $3.41M.

  • 67 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q3 2017, up from 57 in Q2 2017.
  • Funds reported $87.3M of Liberty Tax, Inc. Class A stock for Q3 2017, up 16% quarter-over-quarter.
  • 11 funds opened new Liberty Tax, Inc. Class A positions in Q3 2017 and 1 closed out, a net change of +10 holders.
  • The largest Liberty Tax, Inc. Class A buyer in Q3 2017 was Nantahala Capital Management, an estimated $3M added.
  • The largest Liberty Tax, Inc. Class A seller in Q3 2017 was Rutabaga Capital Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2017.