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Royce Value Trust

166 hedge funds and large institutions have $613M invested in Royce Value Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
63
Reduced
41
Closed
19
Calls
$151K
Puts
Net Calls
+$151K
Net Calls Change
+$151K
Name Market Value Shares Shares
Change
Shares
Change %
HWA
126
HHM Wealth Advisors
Tennessee
$118K 6,002 +248 +4%
GWM
127
Geneos Wealth Management
Colorado
$110K 5,649 +2,230 +65%
RFA
128
Reilly Financial Advisors
California
$103K 5,270 +218 +4%
FFWM
129
Future Financial Wealth Management
Ohio
$98K 5,000 +5,000 New
FPWM
130
FSB Premier Wealth Management
Iowa
$90K 4,627 +4,627 New
APA
131
American Portfolios Advisors
New York
$73.1K 3,732 +3,254 +681%
BWA
132
BDO Wealth Advisors
Florida
$72K 3,680 +3,680 New
GI
133
Gradient Investments
Minnesota
$63K 3,202
TJHA
134
Thomas J. Herzfeld Advisors
Florida
$63K 3,197 +132 +4%
SC
135
Steph & Co
Wisconsin
$61K 3,100 +3,100 New
AssetMark Inc
136
AssetMark Inc
California
$47K 2,420 +2,420 New
EVM
137
Eaton Vance Management
Massachusetts
$42K 2,128 +2,128 New
NFG
138
Next Financial Group
Texas
$41K 2,100 -200 -9%
KPCM
139
Kings Point Capital Management
New York
$40K 2,055 +2,055 New
SBL
140
Sargent Bickham Lagudis
Colorado
$38K 1,954 +34 +2%
BLC
141
Brown, Lisle/Cummings
Rhode Island
$37.2K 1,900 +1,900 New
SWM
142
Spire Wealth Management
Virginia
$37K 1,891 -500 -21%
SCA
143
Snowden Capital Advisors
New York
$36K 1,855 +1,855 New
CHA
144
Carmichael Hill & Associates
Maryland
$33K 1,700
HCP
145
Hexagon Capital Partners
Arkansas
$29K 1,503
AP
146
Atwood & Palmer
Missouri
$24K 1,200 +1,200 New
CB
147
CNB Bank
Pennsylvania
$20K 1,038
CTC
148
Central Trust Company
Missouri
$20K 1,000
HNB
149
Huntington National Bank
Ohio
$15K 2
WFS
150
Widmann Financial Services
Maryland
$12K 636 +636 New