Liberty Tax, Inc. Class A
TAX
TAX was delisted on the 1st of August, 2018.
65 hedge funds and large institutions have $121M invested in Liberty Tax, Inc. Class A in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
20% more funds holding
Funds holding: 54 → 65 (+11)
0% more capital invested
Capital invested by funds: $121M → $121M (+$24.6K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$6.55M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$2.36M |
| 3 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$1.7M |
| 4 |
Renaissance Technologies
New York
|
+$1.26M |
| 5 |
KCM
Keane Capital Management
Charlotte,
North Carolina
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$4.26M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$4.17M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.27M |
| 4 |
RA
Royce & Associates
New York
|
-$1M |
| 5 |
ZCG
Zesiger Capital Group
New York
|
-$854K |
TAX Hedge Fund Activity: Q3 2014 in Review
65 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q3 2014, worth a combined $121M — up 0.02% from $121M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TAX positions and 6 closed out — a net gain of 11 holders — while 14 added to existing stakes and 28 trimmed.
The largest buyer was Columbia Wanger Asset Management, adding an estimated $6.55M. The largest seller was Bares Capital Management, exiting entirely with an estimated $4.26M sold.
- 65 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q3 2014, up from 54 in Q2 2014.
- Funds reported $121M of Liberty Tax, Inc. Class A stock for Q3 2014, up 0.02% quarter-over-quarter.
- 17 funds opened new Liberty Tax, Inc. Class A positions in Q3 2014 and 6 closed out, a net change of +11 holders.
- The largest Liberty Tax, Inc. Class A buyer in Q3 2014 was Columbia Wanger Asset Management, an estimated $6.55M added.
- The largest Liberty Tax, Inc. Class A seller in Q3 2014 was Bares Capital Management, an estimated $4.26M sold.
Based on aggregated 13F filings for Q3 2014.