Liberty Tax, Inc. Class A
TAX
TAX was delisted on the 1st of August, 2018.
1 hedge funds and large institutions have $104K invested in Liberty Tax, Inc. Class A in 2019 Q3 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 0 reducing their positions, and 4 closing their positions.
80% less funds holding
Funds holding: 5 → 1 (-4)
97% less capital invested
Capital invested by funds: $3.38M → $104K (-$3.28M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
-$2.85M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$410K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$36K |
| 4 |
Nisa Investment Advisors
St. Louis,
Missouri
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LSV Asset Management
Chicago,
Illinois
| $104K | – | – | – |
|
|
SBCM
2
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| – | -$2.85M | -296,440 | Closed |
|
|
KA
3
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$410K | -42,700 | Closed |
|
|
PAM
4
Panagora Asset Management
Boston,
Massachusetts
| – | -$36K | -3,778 | Closed |
|
|
5
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$6K | -600 | Closed |
|
TAX Hedge Fund Activity: Q3 2019 in Review
1 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q3 2019, worth a combined $104K — down 97% from $3.38M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TAX and 0 opened new positions — a net loss of 4 holders — while 0 trimmed existing stakes and 0 added.
The largest seller was Schwerin Boyle Capital Management, exiting entirely with an estimated $2.85M sold.
- 1 institutional investor held Liberty Tax, Inc. Class A (TAX) as of Q3 2019, down from 5 in Q2 2019.
- Funds reported $104K of Liberty Tax, Inc. Class A stock for Q3 2019, down 97% quarter-over-quarter.
- 0 funds opened new Liberty Tax, Inc. Class A positions in Q3 2019 and 4 closed out, a net change of -4 holders.
- The largest Liberty Tax, Inc. Class A seller in Q3 2019 was Schwerin Boyle Capital Management, an estimated $2.85M sold.
Based on aggregated 13F filings for Q3 2019.