Royce Value Trust
164 hedge funds and large institutions have $575M invested in Royce Value Trust in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
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: $ → $
4% more funds holding
Funds holding: 158 → 164 (+6)
3.67% more ownership
Funds ownership: 27.98% → 31.65% (+3.7%)
Holders
164
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$32.7M | |
| 2 | +$12.6M | |
| 3 | +$9.48M | |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$4.58M |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$3.16M |
Top Sellers
| 1 | -$4.67M | |
| 2 | -$3.45M | |
| 3 | -$3.14M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.63M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.43M |