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Royce Value Trust

159 hedge funds and large institutions have $368M invested in Royce Value Trust in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
62
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
151
Global Retirement Partners
California
$2.16K +$38 +3 +2%
IA
152
IFP Advisors
Florida
$2K
LF
153
Lee Financial
Texas
$1.29K +$1.29K +100 New
AA
154
AlphaMark Advisors
Kentucky
$1K +$1K +50 New
KFI
155
Key Financial Inc
Pennsylvania
$399
HIA
156
Harbor Investment Advisory
Maryland
$154
RA
157
Rise Advisors
New York
$103
Fidelity Investments
158
Fidelity Investments
Massachusetts
$13
HNB
159
Huntington National Bank
Ohio
$2
1W
160
1776 Wealth
Georgia
-$489K -35,406 Closed
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
-$428K -31,048 Closed
Northern Trust
162
Northern Trust
Illinois
-$342K -24,798 Closed
Mariner
163
Mariner
Kansas
-$342K -24,763 Closed
ADIM
164
Alpha DNA Investment Management
Maryland
-$337K -24,400 Closed
AP
165
Americana Partners
Texas
-$268K -19,430 Closed
CAG
166
Csenge Advisory Group
Florida
-$180K -13,017 Closed
VF
167
Virtu Financial
New York
-$140K -10,153 Closed
WP
168
WealthPLAN Partners
Nebraska
-$31.9K -2,314 Closed
FFA
169
Farther Finance Advisors
California
-$9.27K -672 Closed
EWA
170
EverSource Wealth Advisors
Alabama
-$4.15K -301 Closed
TFM
171
TFC Financial Management
Massachusetts
-$532 -39 Closed