TAX

Liberty Tax, Inc. Class A
TAX

Overview Fund Activity
Delisted

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

Back to rankings

43 hedge funds and large institutions have $40.1M invested in Liberty Tax, Inc. Class A in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
1
Northpointe Capital
Michigan
$2.91M
2
RA
2
Royce & Associates
New York
$2.53M
3
ZCG
3
Zesiger Capital Group
New York
$1.94M
4
PCM
4
Perritt Capital Management
Illinois
$2.17M
5
EIM
5
Essex Investment Management
Massachusetts
$736K

Top Sellers

1
KCM
1
Keane Capital Management
North Carolina
$2.36M
2
BFA
2
BlackRock Fund Advisors
California
$3.06M
3
Deutsche Bank
3
Deutsche Bank
Germany
$36K
4
TAL
4
TIG Advisors LLC
New York
$4.57M
5
BIT
5
BlackRock Institutional Trust
California
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
TAL
1
TIG Advisors LLC
New York
$4.57M 188,093 -5,011 -3%
BFA
2
BlackRock Fund Advisors
California
$3.06M 125,867 -5,582 -4%
NC
3
Northpointe Capital
Michigan
$2.91M 120,000 +120,000 New
SC
4
Skylands Capital
Wisconsin
$2.64M 108,667 -300 -0.3%
RA
5
Royce & Associates
New York
$2.53M 103,903 +103,903 New
CA
6
Continental Advisors
Utah
$2.46M 101,185 -344 -0.3%
KCM
7
Keane Capital Management
North Carolina
$2.36M 97,269 -20,000 -17%
PCM
8
Perritt Capital Management
Illinois
$2.17M 89,291 +69,291 +346%
ZCG
9
Zesiger Capital Group
New York
$1.94M 79,925 +79,925 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$1.9M 78,164 +730 +0.9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.67M 68,807 +14,245 +26%
KCM
12
Kennedy Capital Management
Missouri
$1.49M 61,330 +18,427 +43%
Northern Trust
13
Northern Trust
Illinois
$1.48M 60,861 +2,868 +5%
TA
14
Teton Advisors
New York
$1.46M 60,025 +7,800 +15%
BIT
15
BlackRock Institutional Trust
California
$1.01M 41,725 -3,693 -8%
EIM
16
Essex Investment Management
Massachusetts
$736K 30,308 +30,308 New
COPPSERS
17
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$731K 30,100 +30,100 New
State Street
18
State Street
Massachusetts
$692K 28,398 +10,498 +59%
WFM
19
Wilmington Funds Management
Delaware
$676K 27,821 +11,210 +67%
UCFA
20
United Capital Financial Advisors
Texas
$510K 21,000 – –
TCIM
21
TIAA CREF Investment Management
New York
$484K 19,906 +1,077 +6%
HCM
22
Highlander Capital Management
New Jersey
$467K 19,237 -3,000 -13%
BAM
23
Burgundy Asset Management
Ontario, Canada
$379K 15,586 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$318K 13,060 +662 +5%
SIP
25
Stoneridge Investment Partners
Pennsylvania
$315K 12,948 +1,225 +10%
1
2