Liberty Tax, Inc. Class A
TAX
TAX was delisted on the 1st of August, 2018.
60 hedge funds and large institutions have $124M invested in Liberty Tax, Inc. Class A in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 16
0% more funds holding
Funds holding: 60 → 60 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
7% less capital invested
Capital invested by funds: $133M → $124M (-$8.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$6.71M |
| 2 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$2.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.93M |
| 4 |
RA
Royce & Associates
New York
|
+$1.78M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
-$4.17M |
| 2 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$3.32M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$1.54M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.22M |
| 5 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$1.18M |
TAX Hedge Fund Activity: Q2 2015 in Review
60 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q2 2015, worth a combined $124M — down 6.7% from $133M a quarter earlier.
Fund positioning in TAX was balanced in Q2 2015: 9 funds opened new positions, 9 closed out, 28 added to existing stakes and 16 trimmed.
The largest buyer was River Road Asset Management, opening a new position worth an estimated $6.71M. The largest seller was Manatuck Hill Partners, exiting entirely with an estimated $4.17M sold.
- 60 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $124M of Liberty Tax, Inc. Class A stock for Q2 2015, down 6.7% quarter-over-quarter.
- 9 funds opened new Liberty Tax, Inc. Class A positions in Q2 2015 and 9 closed out, a net change of 0 holders.
- The largest Liberty Tax, Inc. Class A buyer in Q2 2015 was River Road Asset Management, an estimated $6.71M added.
- The largest Liberty Tax, Inc. Class A seller in Q2 2015 was Manatuck Hill Partners, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2015.