Liberty Tax, Inc. Class A
TAX
TAX was delisted on the 1st of August, 2018.
5 hedge funds and large institutions have $3.55M invested in Liberty Tax, Inc. Class A in 2019 Q1 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
27% less capital invested
Capital invested by funds: $4.84M → $3.55M (-$1.28M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$517K |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$9.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBCM
1
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $2.93M | – | – | – |
|
|
KA
2
Kovack Advisors
Ft. Lauderdale,
Florida
| $454K | -$9.89K | -1,000 | -2% |
|
|
3
LSV Asset Management
Chicago,
Illinois
| $87K | -$517K | -52,300 | -86% |
|
|
PAM
4
Panagora Asset Management
Boston,
Massachusetts
| $75K | – | – | – |
|
5
Nisa Investment Advisors
St. Louis,
Missouri
| $6K | – | – | – |
|
TAX Hedge Fund Activity: Q1 2019 in Review
5 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q1 2019, worth a combined $3.55M — down 27% from $4.84M a quarter earlier.
Fund positioning in TAX was balanced in Q1 2019: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 2 trimmed.
The largest seller was LSV Asset Management, cutting an estimated $517K.
- 5 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $3.55M of Liberty Tax, Inc. Class A stock for Q1 2019, down 27% quarter-over-quarter.
- 0 funds opened new Liberty Tax, Inc. Class A positions in Q1 2019 and 0 closed out.
- The largest Liberty Tax, Inc. Class A seller in Q1 2019 was LSV Asset Management, an estimated $517K sold.
Based on aggregated 13F filings for Q1 2019.