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Royce Value Trust

109 hedge funds and large institutions have $312M invested in Royce Value Trust in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
49
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
101
Parallel Advisors
California
$15K 939
CFA
102
Carroll Financial Associates
North Carolina
$15K 957 +7 +0.7%
NFG
103
Next Financial Group
Texas
$12K 726 -2,288 -76%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$12K 791
First Manhattan
105
First Manhattan
New York
$11K 715 +13 +2%
Citigroup
106
Citigroup
New York
$6K 364 -14 -4%
CB
107
Community Bank
New York
$4K 261
HI
108
Hudock Inc
Pennsylvania
$4K 299 +5 +2%
RCM
109
RB Capital Management
Nevada
$1.81K 114,633 +1,876 +2%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$161 101,852 +101,842 +1,018,420%
RVPG
111
Relative Value Partners Group
-455,677 Closed
MC
112
Matisse Capital
Oregon
-96,242 Closed
WAM
113
Weiss Asset Management
Massachusetts
-44,100 Closed
DA
114
Doliver Advisors
Texas
-18,518 Closed
SG Americas Securities
115
SG Americas Securities
New York
-18,350 Closed
SFS
116
Shaker Financial Services
Virginia
-13,437 Closed
SI
117
Stephens Inc
Arkansas
-10,069 Closed
FMII
118
Farmers & Merchants Investments Inc
Nebraska
-3,280 Closed
Creative Planning
119
Creative Planning
Kansas
-1,493 Closed
NA
120
NewEdge Advisors
Louisiana
-878 Closed
WEC
121
Winslow Evans & Crocker
Massachusetts
-160 Closed
GI
122
Gradient Investments
Minnesota
-126 Closed