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Royce Value Trust

156 hedge funds and large institutions have $380M invested in Royce Value Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 22 closing their positions.

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
69
Reduced
37
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.56M +$386K +27,935 +18%
AA
27
AQR Arbitrage
Connecticut
$2.38M +$2.02M +146,231 +564%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.3M +$24.7K +1,789 +1%
RCM
29
RB Capital Management
Nevada
$2.19M +$25.7K +1,863 +1%
LCM
30
Landscape Capital Management
New Jersey
$2.1M +$447K +32,403 +27%
GAI
31
General American Investors
New York
$2.08M
OC
32
Oppenheimer & Co
New York
$2.04M +$17.4K +1,261 +0.9%
RIL
33
Rothschild Investment LLC
Illinois
$2.02M +$38.8K +2,813 +2%
SWM
34
SeaCrest Wealth Management
New York
$1.98M -$3.82K -277 -0.2%
AUB
35
Atlantic Union Bankshares
Virginia
$1.98M -$249K -18,013 -11%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.93M -$117K -8,451 -6%
CF
37
Centaurus Financial
California
$1.89M -$434K -31,430 -19%
GF
38
Gabelli Funds
New York
$1.71M -$13.8K -1,000 -0.8%
AWM
39
Accel Wealth Management
Iowa
$1.64M +$94.9K +6,876 +6%
APWA
40
Atlas Private Wealth Advisors
New Jersey
$1.52M +$695K +50,365 +84%
PAG
41
Private Advisor Group
New Jersey
$1.43M +$74.3K +5,387 +6%
FAIM
42
Financial Advocates Investment Management
Washington
$1.37M +$21.4K +1,548 +2%
AI
43
Atria Investments
North Carolina
$1.19M +$8.07K +585 +0.7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.14M +$23.4K +1,697 +2%
KIG
45
Kennedy Investment Group
New Jersey
$1.14M +$36.6K +2,650 +3%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$1.1M +$67.6K +4,900 +7%
1CP
47
1607 Capital Partners
Virginia
$1.06M +$1.06M +76,854 New
LIG
48
Lokken Investment Group
Delaware
$940K +$73.4K +5,322 +8%
WS
49
Wedbush Securities
California
$926K +$7.94K +575 +0.9%
MMA
50
Miracle Mile Advisors
California
$903K