Royce Value Trust
135 hedge funds and large institutions have $313M invested in Royce Value Trust in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Holders
135
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$17.7M | |
| 2 | +$6.24M | |
| 3 | +$5.58M | |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.41M |
Top Sellers
| 1 | -$8.16M | |
| 2 | -$2.52M | |
| 3 | -$1.77M | |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.43M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.3M |