RVT icon

Royce Value Trust

144 hedge funds and large institutions have $252M invested in Royce Value Trust in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
45
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
101
Whitener Capital Management
North Carolina
$124K -$5.3K -450 -4%
MOS
102
MGO One Seven
Ohio
$123K +$123K +10,467 New
PWPS
103
Pinnacle Wealth Planning Services
Ohio
$121K +$121K +10,231 New
GLLW
104
Graves Light Lenhart Wealth
Virginia
$121K +$121K +10,253 New
Invesco
105
Invesco
Georgia
$119K +$119K +10,082 New
DWA
106
Douglass Winthrop Advisors
New York
$118K
BC
107
Bartlett & Co
Ohio
$107K
BCWM
108
Bartlett & Co Wealth Management
Ohio
$107K
TRCT
109
Tower Research Capital (TRC)
New York
$103K +$103K +8,691 New
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$98K -$172K -14,562 -64%
FHA
111
Flagship Harbor Advisors
Massachusetts
$98K +$3.07K +261 +3%
NSIM
112
North Star Investment Management
Illinois
$88K
GWM
113
Geneos Wealth Management
Colorado
$79K +$4.39K +375 +6%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$68K -$45.1K -3,808 -40%
RFC
115
Regions Financial Corp
Alabama
$60K
AF
116
Advisornet Financial
Minnesota
$58K -$7.51K -634 -11%
SWM
117
SeaCrest Wealth Management
New York
$45K +$7.08K +600 +19%
IA
118
IFP Advisors
Florida
$36K -$80.8K -6,906 -69%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$30K
TJHA
120
Thomas J. Herzfeld Advisors
Florida
$29K -$62.5K -5,339 -68%
SBL
121
Sargent Bickham Lagudis
Colorado
$25K +$25K +2,109 New
PCP
122
Proficio Capital Partners
Massachusetts
$22K +$22K +1,890 New
PB
123
Pinnacle Bancorp
Nebraska
$21K +$21K +1,800 New
CFG
124
Citizens Financial Group
Rhode Island
$19K +$19K +1,598 New
RFA
125
Reilly Financial Advisors
California
$18K +$18K +1,512 New