TAX

Liberty Tax, Inc. Class A
TAX

Overview Fund Activity
Delisted

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

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54 hedge funds and large institutions have $121M invested in Liberty Tax, Inc. Class A in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
13
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$6.99M
2
AAM
2
ACK Asset Management
Connecticut
$12.6M
3
RA
3
Royce & Associates
New York
$32.7M
4
TCM
4
Tygh Capital Management
Oregon
$3.6M
5
Invesco
5
Invesco
Georgia
$1.88M

Top Sellers

1
NC
1
Northpointe Capital
Michigan
$0
2
CA
2
Continental Advisors
Utah
$1.35M
3
SC
3
Skylands Capital
Wisconsin
$3.47M
4
Wells Fargo
4
Wells Fargo
California
$10.3M
5
BFA
5
BlackRock Fund Advisors
California
$3.31M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$32.7M 982,859 +125,600 +15%
AAM
2
ACK Asset Management
Connecticut
$12.6M 377,561 +134,461 +55%
ZCG
3
Zesiger Capital Group
New York
$11.2M 335,050 -850 -0.3%
Wells Fargo
4
Wells Fargo
California
$10.3M 307,908 -33,892 -10%
CWAM
5
Columbia Wanger Asset Management
Illinois
$6.99M 209,980 +209,980 New
PCM
6
Perritt Capital Management
Illinois
$4.31M 129,500 -2,000 -2%
BCM
7
Bares Capital Management
Texas
$4.26M 127,846 +23,287 +22%
TCM
8
Tygh Capital Management
Oregon
$3.6M 108,042 +108,042 New
SC
9
Skylands Capital
Wisconsin
$3.47M 104,025 -43,092 -29%
CAD
10
Craig A. Drill
$3.33M 100,000 +13,690 +16%
BFA
11
BlackRock Fund Advisors
California
$3.31M 99,438 -30,236 -23%
Vanguard Group
12
Vanguard Group
Pennsylvania
$2.65M 79,436 -1,080 -1%
TA
13
Teton Advisors
New York
$2M 60,025 – –
Invesco
14
Invesco
Georgia
$1.88M 56,337 +56,337 New
Northern Trust
15
Northern Trust
Illinois
$1.6M 47,881 -9,195 -16%
State Street
16
State Street
Massachusetts
$1.47M 44,206 -448 -1%
CA
17
Continental Advisors
Utah
$1.35M 40,445 -49,096 -55%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.33M 39,911 -1,100 -3%
KCM
19
Kennedy Capital Management
Missouri
$1.27M 38,044 -24,854 -40%
BIT
20
BlackRock Institutional Trust
California
$1.22M 36,760 -4,283 -10%
DIA
21
Dean Investment Associates
Ohio
$923K 27,700 – –
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$766K 23,000 -7,100 -24%
WCM
23
Wedge Capital Management
North Carolina
$723K 21,700 +21,700 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$716K 21,507 +21,507 New
UCFA
25
United Capital Financial Advisors
Texas
$700K 21,000 – –
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