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Royce Value Trust

152 hedge funds and large institutions have $340M invested in Royce Value Trust in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
62
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
101
TIAA FSB
Florida
$153K +$3.32K +264 +2%
LG
102
LaFleur & Godfrey
Michigan
$151K +$151K +12,020 New
HBCM
103
Heron Bay Capital Management
Michigan
$148K +$239 +19 +0.2%
US Bancorp
104
US Bancorp
Minnesota
$147K +$3.19K +253 +2%
MC
105
Moors & Cabot
Massachusetts
$140K +$3.07K +244 +2%
FFBTD
106
First Financial Bank - Trust Division
Ohio
$137K
MWM
107
Mascoma Wealth Management
New Hampshire
$136K
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$135K +$5.34K +425 +4%
SWP
109
Stratos Wealth Partners
Ohio
$134K -$615K -49,160 -82%
TW
110
TrinityPoint Wealth
Connecticut
$134K
GLLW
111
Graves Light Lenhart Wealth
Virginia
$129K
M&T Bank
112
M&T Bank
New York
$128K +$612 +49 +0.5%
BFA
113
Buttonwood Financial Advisors
Maryland
$127K
MA
114
MBA Advisors
Pennsylvania
$126K
SN
115
Sittner & Nelson
Oregon
$120K +$2.63K +210 +2%
CWC
116
Carolinas Wealth Consulting
North Carolina
$115K
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$92K +$91K +7,254 +8,740%
OA
118
Operose Advisors
Wisconsin
$88K
NSIM
119
North Star Investment Management
Illinois
$77K
WFA
120
Wipfli Financial Advisors
Wisconsin
$67K +$67K +5,350 New
APA
121
American Portfolios Advisors
New York
$65K -$7.19K -573 -10%
IA
122
IFP Advisors
Florida
$50K -$1.17K -73 -2%
TJHA
123
Thomas J. Herzfeld Advisors
Florida
$43K +$942 +75 +2%
GI
124
Gradient Investments
Minnesota
$40K
BLC
125
Brown, Lisle/Cummings
Rhode Island
$36.4K