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Royce Value Trust

89 hedge funds and large institutions have $278M invested in Royce Value Trust in 2013 Q2 according to their latest regulatory filings, with 89 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+89
Holders Change %
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.16%
New
89
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Shares
Change %
MWR
51
McAdams Wright Ragen
Washington
$310K +$310K +22,169 New
CA
52
Cetera Advisors
Colorado
$303K +$303K +21,632 New
KIA
53
King Investment Advisors
Texas
$271K +$271K +19,348 New
DA
54
Doliver Advisors
Texas
$258K +$258K +18,465 New
SFS
55
Shaker Financial Services
Virginia
$256K +$256K +18,320 New
FNBT
56
FineMark National Bank & Trust
Florida
$252K +$252K +18,038 New
BC
57
Bartlett & Co
Ohio
$248K +$248K +17,737 New
ASN
58
Advisory Services Network
Georgia
$230K +$230K +16,204 New
HFS
59
HL Financial Services
Kentucky
$213K +$213K +15,210 New
SCM
60
SOL Capital Management
Maryland
$208K +$208K +14,872 New
Creative Planning
61
Creative Planning
Kansas
$184K +$184K +13,125 New
BFS
62
Bradley Foster & Sargent
Connecticut
$183K +$183K +13,060 New
CAM
63
Cubic Asset Management
Massachusetts
$181K +$181K +12,951 New
Jane Street
64
Jane Street
New York
$180K +$180K +12,878 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$172K +$172K +12,256 New
RJT
66
Raymond James Trust
Florida
$154K +$154K +10,997 New
WA
67
WFG Advisors
Texas
$148K +$148K +10,562 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$125K +$125K +8,967 New
SIA
69
SeaBridge Investment Advisors
New Jersey
$99K +$99K +7,046 New
ClearBridge Investments
70
ClearBridge Investments
New York
$88K +$88K +6,232 New
WRM
71
Westport Resources Management
Connecticut
$77K +$77K +5,502 New
CTC
72
Central Trust Company
Missouri
$66K +$66K +4,686 New
AIG
73
American International Group
New York
$54.4K +$54.4K +3,888 New
NES
74
New England Securities
New York
$54K +$54K +3,874 New
AA
75
Apriem Advisors
California
$45K +$45K +3,252 New