Royce Value Trust
144 hedge funds and large institutions have $252M invested in Royce Value Trust in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 16 closing their positions.
Holders
144
Holders Change
+23
Holders Change %
+19.01%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
45
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WI
151
Wintrust Investments
Chicago,
Illinois
| – | – | -11,554 | Closed |
|
|
AWA
152
Arete Wealth Advisors
Chicago,
Illinois
| – | – | -11,063 | Closed |
|
|
TC
153
Trilogy Capital
Irvine,
California
| – | – | -1,776 | Closed |
|
|
GTAM
154
Global Trust Asset Management
West Palm Beach,
Florida
| – | – | -940 | Closed |
|
|
GAM
155
Gemmer Asset Management
Walnut Creek,
California
| – | – | -700 | Closed |
|
|
ML
156
McAdam LLC
Philadelphia,
Pennsylvania
| – | – | -500 | Closed |
|
|
SFM
157
Signet Financial Management
Parsippany,
New Jersey
| – | – | -1 | Closed |
|
|
HNB
158
Huntington National Bank
Columbus,
Ohio
| $0 | 2 | – | – |
|
|
WF
159
WealthTrust Fairport
Cleveland,
Ohio
| – | – | – | – |
|
160
Fidelity Investments
Boston,
Massachusetts
| $0 | 2 | +1 | +100% |
|
161
JPMorgan Chase & Co
New York
| $0 | 2 | +2 | New |
|