TAX

Liberty Tax, Inc. Class A
TAX

Overview Fund Activity
Delisted

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

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62 hedge funds and large institutions have $76M invested in Liberty Tax, Inc. Class A in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% 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
26
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tieton Capital Management
Washington
$5.29M
2
NA
2
NS Advisors
Connecticut
$3.1M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$2.39M
4
RCM
4
Rutabaga Capital Management
Massachusetts
$9.06M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.03M

Top Sellers

1
NTCM
1
Nine Ten Capital Management
Illinois
$0
2
SBCM
2
Schwerin Boyle Capital Management
Massachusetts
$4.18M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.61M
4
Wells Fargo
4
Wells Fargo
California
$6.71M
5
FG
5
Formula Growth
Quebec, Canada
$821K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$10.2M 757,628 +32,500 +4%
RCM
2
Rutabaga Capital Management
Massachusetts
$9.06M 676,407 +118,820 +21%
Wells Fargo
3
Wells Fargo
California
$6.71M 500,463 -31,505 -6%
TCM
4
Tieton Capital Management
Washington
$5.29M 395,030 +395,030 New
SBCM
5
Schwerin Boyle Capital Management
Massachusetts
$4.18M 311,880 -154,604 -33%
CA
6
Continental Advisors
Utah
$3.48M 259,936 +21,000 +9%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.34M 249,500 +49,900 +25%
KCM
8
Kennedy Capital Management
Missouri
$3.19M 237,804 +797 +0.3%
NA
9
NS Advisors
Connecticut
$3.1M 231,439 +231,439 New
BFA
10
BlackRock Fund Advisors
California
$2.96M 220,936 +32,775 +17%
Vanguard Group
11
Vanguard Group
Pennsylvania
$2.61M 194,428 -58,366 -23%
LSV Asset Management
12
LSV Asset Management
Illinois
$2.39M 178,100 +123,700 +227%
Morgan Stanley
13
Morgan Stanley
New York
$2.18M 162,509 +76,820 +90%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.03M 151,717 +83,455 +122%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.41M 105,306 +38,620 +58%
Deutsche Bank
16
Deutsche Bank
Germany
$1.23M 91,794 -8,296 -8%
Northern Trust
17
Northern Trust
Illinois
$1.01M 75,695 +1,777 +2%
BIT
18
BlackRock Institutional Trust
California
$915K 68,310 +6,558 +11%
State Street
19
State Street
Massachusetts
$913K 68,215 +5,543 +9%
GCP
20
GSA Capital Partners
United Kingdom
$913K 68,153 +6,198 +10%
Federated Hermes
21
Federated Hermes
Pennsylvania
$880K 65,638 +149 +0.2%
BCM
22
Bridgeway Capital Management
Texas
$828K 61,800 – –
FG
23
Formula Growth
Quebec, Canada
$821K 61,280 -24,100 -28%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$715K 53,359 +2,705 +5%
Two Sigma Investments
25
Two Sigma Investments
New York
$654K 48,828 +17,391 +55%
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