Royce Value Trust
RVT
RVT
109 hedge funds and large institutions have $312M invested in Royce Value Trust in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
6% less funds holding
Funds holding: 116 → 109 (-7)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Holders
109
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$10.5M | |
| 2 | +$2.72M | |
| 3 | +$1.38M | |
| 4 |
Morgan Stanley
New York
|
+$1.31M |
| 5 |
LCM
Laurion Capital Management
New York
|
+$1.18M |
Top Sellers
| 1 | -$6.92M | |
| 2 | -$6.65M | |
| 3 | -$4.7M | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.71M |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$2.3M |