TAX

Liberty Tax, Inc. Class A
TAX

Overview Fund Activity
Delisted

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

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50 hedge funds and large institutions have $90.1M invested in Liberty Tax, Inc. Class A in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
19
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$23.8M
2
Wells Fargo
2
Wells Fargo
California
$9.41M
3
ZCG
3
Zesiger Capital Group
New York
$9.32M
4
AAM
4
ACK Asset Management
Connecticut
$6.74M
5
BCM
5
Bares Capital Management
Texas
$2.9M

Top Sellers

1
TAL
1
TIG Advisors LLC
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.14M
3
WFM
3
Wilmington Funds Management
Delaware
$0
4
CA
4
Continental Advisors
Utah
$2.48M
5
EIM
5
Essex Investment Management
Massachusetts
$702K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$23.8M 857,259 +753,356 +725%
Wells Fargo
2
Wells Fargo
California
$9.41M 341,800 +341,800 New
ZCG
3
Zesiger Capital Group
New York
$9.32M 335,900 +255,975 +320%
AAM
4
ACK Asset Management
Connecticut
$6.74M 243,100 +243,100 New
SC
5
Skylands Capital
Wisconsin
$4.08M 147,117 +38,450 +35%
PCM
6
Perritt Capital Management
Illinois
$3.65M 131,500 +42,209 +47%
BFA
7
BlackRock Fund Advisors
California
$3.6M 129,674 +3,807 +3%
NC
8
Northpointe Capital
Michigan
$3.57M 128,725 +8,725 +7%
BCM
9
Bares Capital Management
Texas
$2.9M 104,559 +104,559 New
CA
10
Continental Advisors
Utah
$2.48M 89,541 -11,644 -12%
CAD
11
Craig A. Drill
$2.39M 86,310 +86,310 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$2.23M 80,516 +2,352 +3%
KCM
13
Kennedy Capital Management
Missouri
$1.75M 62,898 +1,568 +3%
TA
14
Teton Advisors
New York
$1.67M 60,025 – –
Northern Trust
15
Northern Trust
Illinois
$1.58M 57,076 -3,785 -6%
State Street
16
State Street
Massachusetts
$1.24M 44,654 +16,256 +57%
BIT
17
BlackRock Institutional Trust
California
$1.14M 41,043 -682 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.14M 41,011 -27,796 -40%
COPPSERS
19
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$835K 30,100 – –
DIA
20
Dean Investment Associates
Ohio
$768K 27,700 +27,700 New
EIM
21
Essex Investment Management
Massachusetts
$702K 25,291 -5,017 -17%
UCFA
22
United Capital Financial Advisors
Texas
$583K 21,000 – –
AWCI
23
Alpine Woods Capital Investors
New York
$534K 19,248 +19,248 New
TCIM
24
TIAA CREF Investment Management
New York
$522K 18,829 -1,077 -5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$508K 18,334 +18,334 New
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