Royce Value Trust
143 hedge funds and large institutions have $297M invested in Royce Value Trust in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 19 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:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
3% less funds holding
Funds holding: 148 → 143 (-5)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
Holders
143
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.23M | |
| 2 | +$1.19M | |
| 3 | +$1.18M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.03M |
| 5 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
+$836K |
Top Sellers
| 1 | -$2.62M | |
| 2 | -$1.34M | |
| 3 | -$1.3M | |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$1.29M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.26M |