RVT icon

Royce Value Trust

166 hedge funds and large institutions have $613M invested in Royce Value Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
63
Reduced
41
Closed
19
Calls
$151K
Puts
Net Calls
+$151K
Net Calls Change
+$151K
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$531K 27,122
RIA
77
Realta Investment Advisors
Delaware
$524K 26,732 +3,050 +13%
ASFA
78
All Season Financial Advisors
Colorado
$513K 26,176 +26,176 New
SCM
79
SOL Capital Management
Maryland
$493K 25,181 -852 -3%
ARC
80
Advisor Resource Council
Texas
$478K 24,398 +24,398 New
EWM
81
Endowment Wealth Management
Wisconsin
$470K 23,966 +23,966 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$459K 23,408 +730 +3%
Creative Planning
83
Creative Planning
Kansas
$448K 22,860 +90 +0.4%
NA
84
NewEdge Advisors
Louisiana
$439K 22,394 +22,394 New
BRWA
85
B. Riley Wealth Advisors
Florida
$435K 22,203 +802 +4%
WCM
86
Whitener Capital Management
North Carolina
$407K 20,804 +3,514 +20%
CFGS
87
Concourse Financial Group Securities
Alabama
$397K 20,253 +832 +4%
Truist Financial
88
Truist Financial
North Carolina
$390K 19,897 +2,796 +16%
UCI
89
Uncommon Cents Investing
Wisconsin
$386K 19,713 -335 -2%
OPS
90
Orion Portfolio Solutions
Nebraska
$386K 19,697 -251 -1%
PAS
91
Park Avenue Securities
New York
$381K 19,426 -285 -1%
AP
92
Americana Partners
Texas
$380K 19,430 +505 +3%
RAM
93
Redmond Asset Management
Virginia
$358K 18,270
SI
94
Stephens Inc
Arkansas
$344K 17,541 +271 +2%
SWM
95
Silverlake Wealth Management
Vermont
$343K 17,514 +17,514 New
KAS
96
Kestra Advisory Services
Texas
$325K 16,614 -36,675 -69%
BWM
97
Benchmark Wealth Management
Connecticut
$322K 16,452 -2,391 -13%
HighTower Advisors
98
HighTower Advisors
Illinois
$321K 16,307 +16,307 New
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$311K 15,897 -48 -0.3%
AWM
100
Apollon Wealth Management
South Carolina
$293K 14,982 +14,982 New