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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.

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
17
Increased
62
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFM
151
TFC Financial Management
Massachusetts
$8K 432
GAM
152
Gemmer Asset Management
California
$7K 400
HI
153
Hudock Inc
Pennsylvania
$4K 274 +3 +1%
CFA
154
Carroll Financial Associates
North Carolina
$4K 262 +3 +1%
CWA
155
Clearview Wealth Advisors
Oregon
$3K 183
GRP
156
Global Retirement Partners
California
$3K 139 +1 +0.7%
AIC
157
Ameritas Investment Company
Nebraska
$2.7K 149 +149 New
KFI
158
Key Financial Inc
Pennsylvania
$1K 30
Walleye Capital
159
Walleye Capital
New York
$723 39,914 +3,577 +10%
MA
160
MBA Advisors
Pennsylvania
$254 14,000 +14,000 New
CRC
161
Curi RMB Capital
Illinois
-23,678 Closed
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
-18,364 Closed
M&T Bank
163
M&T Bank
New York
-15,517 Closed
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
-10,809 Closed
BPB
165
Badgley, Phelps & Bell
Washington
-10,158 Closed
SW
166
SVB Wealth
Massachusetts
-3,337 Closed
TRCT
167
Tower Research Capital (TRC)
New York
-746 Closed
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
-80 Closed
OIM
169
Oder Investment Management
California
-5 Closed
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
-2 Closed
CWC
171
Carolinas Wealth Consulting
North Carolina
$0 3
HIA
172
Harbor Investment Advisory
Maryland
$0 12
HNB
173
Huntington National Bank
Ohio
$0 2
Fidelity Investments
174
Fidelity Investments
Massachusetts
$0 1