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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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29 hedge funds and large institutions have $16.8M invested in Liberty Tax, Inc. Class A in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TAL
1
TIG Advisors LLC
New York
$2.92M +$2.98M +179,840 New
BFA
2
BlackRock Fund Advisors
California
$1.89M +$1.93M +116,204 New
SC
3
Skylands Capital
Wisconsin
$1.78M +$1.82M +109,400 New
CA
4
Continental Advisors
Utah
$1.65M +$1.68M +101,529 New
KCM
5
Keane Capital Management
North Carolina
$1.57M +$1.6M +96,691 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.26M +$1.29M +77,593 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$909K +$928K +55,922 New
KCM
8
Kennedy Capital Management
Missouri
$697K +$712K +42,903 New
BIT
9
BlackRock Institutional Trust
California
$666K +$680K +40,984 New
TA
10
Teton Advisors
New York
$441K +$451K +27,151 New
PCM
11
Perritt Capital Management
Illinois
$431K +$440K +26,500 New
HCM
12
Highlander Capital Management
New Jersey
$410K +$419K +25,237 New
UCFA
13
United Capital Financial Advisors
Texas
$358K +$365K +22,000 New
Northern Trust
14
Northern Trust
Illinois
$326K +$333K +20,069 New
TCIM
15
TIAA CREF Investment Management
New York
$302K +$308K +18,577 New
BAM
16
Burgundy Asset Management
Ontario, Canada
$253K +$259K +15,586 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$202K +$207K +12,462 New
BIM
18
BlackRock Investment Management
Delaware
$178K +$182K +10,973 New
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$130K +$133K +7,990 New
Bank of America
20
Bank of America
North Carolina
$116K +$118K +7,114 New
TA
21
Teachers Advisors
New York
$97K +$99.1K +5,974 New
TRCT
22
Tower Research Capital (TRC)
New York
$54K +$55.6K +3,348 New
Deutsche Bank
23
Deutsche Bank
Germany
$46K +$48.7K +2,937 New
SO
24
STRS Ohio
Ohio
$34K +$34.8K +2,100 New
BA
25
BlackRock Advisors
Delaware
$32K +$32.9K +1,983 New
1
2

TAX Hedge Fund Activity: Q2 2013 in Review

29 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q2 2013, worth a combined $16.8M.

Buyers outnumbered sellers: 29 funds opened new TAX positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

  • 29 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.8M of Liberty Tax, Inc. Class A stock for Q2 2013.
  • 29 funds opened new Liberty Tax, Inc. Class A positions in Q2 2013 and 0 closed out, a net change of +29 holders.

Based on aggregated 13F filings for Q2 2013.