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Royce Value Trust

158 hedge funds and large institutions have $453M invested in Royce Value Trust in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
52
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$207K
AF
102
Advisornet Financial
Minnesota
$206K
PSUF
103
People's United Financial
Connecticut
$205K +$469 +29 +0.2%
FC
104
FCA Corp
Texas
$205K +$2.38K +147 +1%
MC
105
Moors & Cabot
Massachusetts
$202K +$3.11K +193 +2%
HA
106
Harborview Advisors
Maine
$200K +$25.9K +1,600 +15%
FAM
107
Formidable Asset Management
Ohio
$197K +$197K +12,428 New
LG
108
LaFleur & Godfrey
Michigan
$194K
GVAG
109
Great Valley Advisor Group
Delaware
$189K +$2.83K +175 +2%
TW
110
TrinityPoint Wealth
Connecticut
$184K
HSA
111
HBK Sorce Advisory
Pennsylvania
$181K +$2.64K +164 +1%
FFBTD
112
First Financial Bank - Trust Division
Ohio
$176K
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$174K +$174K +10,809 New
MWM
114
Mascoma Wealth Management
New Hampshire
$173K +$173K +10,717 New
Bessemer Group
115
Bessemer Group
New Jersey
$169K +$169K +10,486 New
GLLW
116
Graves Light Lenhart Wealth
Virginia
$165K
BPB
117
Badgley, Phelps & Bell
Washington
$164K +$164K +10,158 New
UCFA
118
United Capital Financial Advisors
Texas
$161K
DWA
119
Douglass Winthrop Advisors
New York
$161K
SN
120
Sittner & Nelson
Oregon
$132K +$132K +8,179 New
EP
121
Eudaimonia Partners
Tennessee
$130K +$1.42K +88 +1%
NSIM
122
North Star Investment Management
Illinois
$120K
GWM
123
Geneos Wealth Management
Colorado
$118K +$15.9K +908 +16%
Citigroup
124
Citigroup
New York
$103K -$13K -802 -11%
IAIM
125
International Assets Investment Management
Florida
$101K +$101K +6,276 New