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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWS
151
Confluence Wealth Services
Pennsylvania
-$165K -10,344 Closed
HWA
152
HHM Wealth Advisors
Tennessee
-$88K -6,283 Closed
AIP
153
Ahrens Investment Partners
Louisiana
-$74K -5,300 Closed
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
-$18K -1,296 Closed
SWM
155
Spire Wealth Management
Virginia
-$12K -841 Closed
PFS
156
Prospera Financial Services
Texas
-$5K -325 Closed