Royce Value Trust
183 hedge funds and large institutions have $483M invested in Royce Value Trust in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.46% less ownership
Funds ownership: 27.44% → 26.97% (-0.46%)
Holders
183
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.67M | |
| 2 | +$4.51M | |
| 3 | +$2.14M | |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$1.97M |
| 5 |
Lazard Asset Management
New York
|
+$1.67M |
Top Sellers
| 1 | -$10.6M | |
| 2 | -$3.28M | |
| 3 | -$3.27M | |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.39M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.06M |