Royce Value Trust
141 hedge funds and large institutions have $214M invested in Royce Value Trust in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
36% less capital invested
Capital invested by funds: $332M → $214M (-$118M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
141
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$9.01M | |
| 2 | +$1.93M | |
| 3 | +$1.73M | |
| 4 |
Goldman Sachs
New York
|
+$1.14M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$802K |
Top Sellers
| 1 | -$23.4M | |
| 2 | -$1.7M | |
| 3 | -$851K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$592K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$581K |