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Royce Value Trust

156 hedge funds and large institutions have $380M invested in Royce Value Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 22 closing their positions.

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
69
Reduced
37
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$84.5K
CFD
127
Creative Financial Designs
Indiana
$62.6K +$37.9K +2,743 +153%
CSPIA
128
Cary Street Partners Investment Advisory
Virginia
$51K
TJHA
129
Thomas J. Herzfeld Advisors
Florida
$50.2K +$911 +66 +2%
BLC
130
Brown, Lisle/Cummings
Rhode Island
$40K
CFS
131
CGC Financial Services
Oregon
$33.4K +$33.4K +2,424 New
ME
132
McIlrath & Eck
Washington
$32.7K +$580 +42 +2%
WP
133
WealthPLAN Partners
Nebraska
$31.9K
AF
134
Advisornet Financial
Minnesota
$25.5K
HCP
135
Hexagon Capital Partners
Arkansas
$20.7K
CHA
136
Carmichael Hill & Associates
Maryland
$19.5K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$17K -$21K -1,530 -55%
CTC
138
Central Trust Company
Missouri
$13.8K
MRCM
139
M&R Capital Management
New Jersey
$12.4K +$235 +17 +2%
RCM
140
Raleigh Capital Management
North Carolina
$11.9K
FFA
141
Farther Finance Advisors
California
$9.27K +$166 +12 +2%
CSB
142
City State Bank
Iowa
$6K +$96 +7 +2%
EWA
143
EverSource Wealth Advisors
Alabama
$4.15K
LFG
144
Larson Financial Group
Missouri
$4.14K
GWSG
145
GPS Wealth Strategies Group
Colorado
$4.02K +$4.02K +291 New
WT
146
Washington Trust
Rhode Island
$3.99K +$69 +5 +2%
BTI
147
Blue Trust Inc
Georgia
$3K +$3K +250 New
JWA
148
JFS Wealth Advisors
Pennsylvania
$2.77K +$55 +4 +2%
GRP
149
Global Retirement Partners
California
$2.33K +$28 +2 +1%
IA
150
IFP Advisors
Florida
$2.14K