Royce Value Trust
164 hedge funds and large institutions have $497M invested in Royce Value Trust in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 16 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 capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
3% more funds holding
Funds holding: 159 → 164 (+5)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
164
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$70.2M | |
| 2 | +$12M | |
| 3 | +$4.61M | |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.75M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.82M |
Top Sellers
| 1 | -$4.56M | |
| 2 | -$4.35M | |
| 3 | -$4.33M | |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$1.41M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.35M |