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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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36 hedge funds and large institutions have $22.5M invested in Liberty Tax, Inc. Class A in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $16.8M → $22.5M (+$5.69M)

24% more funds holding

Funds holding: 29 → 36 (+7)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$660K
2
TA
Teton Advisors
New York
+$437K
3
KCM
Keane Capital Management
North Carolina
+$358K
4
State Street
State Street
Massachusetts
+$312K
5
WFM
Wilmington Funds Management
Delaware
+$289K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$122K
2
PCM
Perritt Capital Management
Illinois
-$113K
3
HCM
Highlander Capital Management
New Jersey
-$52.2K
4
TRCT
Tower Research Capital (TRC)
New York
-$41.5K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAL
1
TIG Advisors LLC
New York
$3.66M +$231K +13,264 +7%
BFA
2
BlackRock Fund Advisors
California
$2.49M +$266K +15,245 +13%
KCM
3
Keane Capital Management
North Carolina
$2.22M +$358K +20,578 +21%
SC
4
Skylands Capital
Wisconsin
$2.06M -$7.54K -433 -0.4%
CA
5
Continental Advisors
Utah
$1.92M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.47M -$2.77K -159 -0.2%
Northern Trust
7
Northern Trust
Illinois
$1.1M +$660K +37,924 +189%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.03M -$23.7K -1,360 -2%
TA
9
Teton Advisors
New York
$990K +$437K +25,074 +92%
BIT
10
BlackRock Institutional Trust
California
$861K +$77.2K +4,434 +11%
KCM
11
Kennedy Capital Management
Missouri
$813K – – –
HCM
12
Highlander Capital Management
New Jersey
$421K -$52.2K -3,000 -12%
UCFA
13
United Capital Financial Advisors
Texas
$398K -$17.4K -1,000 -5%
PCM
14
Perritt Capital Management
Illinois
$379K -$113K -6,500 -25%
TCIM
15
TIAA CREF Investment Management
New York
$357K +$4.39K +252 +1%
State Street
16
State Street
Massachusetts
$338K +$312K +17,900 New
WFM
17
Wilmington Funds Management
Delaware
$315K +$289K +16,611 New
BAM
18
Burgundy Asset Management
Ontario, Canada
$295K – – –
BIM
19
BlackRock Investment Management
Delaware
$241K +$30.6K +1,755 +16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$235K -$1.11K -64 -0.5%
SIP
21
Stoneridge Investment Partners
Pennsylvania
$222K +$204K +11,723 New
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$155K +$3.48K +200 +3%
Deutsche Bank
23
Deutsche Bank
Germany
$130K +$69K +3,959 +135%
TA
24
Teachers Advisors
New York
$113K -$644 -37 -0.6%
NFA
25
Nationwide Fund Advisors
Ohio
$67K +$37.2K +2,138 +151%
1
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TAX Hedge Fund Activity: Q3 2013 in Review

36 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q3 2013, worth a combined $22.5M — up 34% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TAX positions and 0 closed out — a net gain of 7 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Northern Trust, adding an estimated $660K. The largest seller was Bank of America, cutting an estimated $122K.

  • 36 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q3 2013, up from 29 in Q2 2013.
  • Funds reported $22.5M of Liberty Tax, Inc. Class A stock for Q3 2013, up 34% quarter-over-quarter.
  • 7 funds opened new Liberty Tax, Inc. Class A positions in Q3 2013 and 0 closed out, a net change of +7 holders.
  • The largest Liberty Tax, Inc. Class A buyer in Q3 2013 was Northern Trust, an estimated $660K added.
  • The largest Liberty Tax, Inc. Class A seller in Q3 2013 was Bank of America, an estimated $122K sold.

Based on aggregated 13F filings for Q3 2013.