Liberty Tax, Inc. Class A
TAX
TAX was delisted on the 1st of August, 2018.
5 hedge funds and large institutions have $3.38M invested in Liberty Tax, Inc. Class A in 2019 Q2 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $3.55M → $3.38M (-$172K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$35.9K |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$30.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBCM
1
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $2.85M | – | – | – |
|
|
KA
2
Kovack Advisors
Ft. Lauderdale,
Florida
| $410K | -$30.7K | -3,200 | -7% |
|
3
LSV Asset Management
Chicago,
Illinois
| $84K | – | – | – |
|
|
PAM
4
Panagora Asset Management
Boston,
Massachusetts
| $36K | -$35.9K | -3,764 | -50% |
|
5
Nisa Investment Advisors
St. Louis,
Missouri
| $6K | – | – | – |
|
TAX Hedge Fund Activity: Q2 2019 in Review
5 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q2 2019, worth a combined $3.38M — down 4.8% from $3.55M a quarter earlier.
Fund positioning in TAX was balanced in Q2 2019: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 2 trimmed.
The largest seller was Panagora Asset Management, cutting an estimated $35.9K.
- 5 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $3.38M of Liberty Tax, Inc. Class A stock for Q2 2019, down 4.8% quarter-over-quarter.
- 0 funds opened new Liberty Tax, Inc. Class A positions in Q2 2019 and 0 closed out.
- The largest Liberty Tax, Inc. Class A seller in Q2 2019 was Panagora Asset Management, an estimated $35.9K sold.
Based on aggregated 13F filings for Q2 2019.