Royce Value Trust
166 hedge funds and large institutions have $613M invested in Royce Value Trust in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 19 closing their positions.
Holders
166
Holders Change
+10
Holders Change %
+6.41%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
63
Reduced
41
Closed
19
Calls
$151K
Puts
–
Net Calls
+$151K
Net Calls Change
+$151K
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
TCM
176
Tradewinds Capital Management
Bellingham,
Washington
| – | – | -261 | Closed |
|
177
Bessemer Group
Woodbridge,
New Jersey
| – | – | -199 | Closed |
|
178
Citigroup
New York
| – | – | -192 | Closed |
|
|
CWA
179
Clearview Wealth Advisors
Salem,
Oregon
| – | – | -183 | Closed |
|
|
GRP
180
Global Retirement Partners
San Rafael,
California
| – | – | -143 | Closed |
|
|
ZB
181
Zions Bancorporation
Salt Lake City,
Utah
| – | – | -143 | Closed |
|
|
BAM
182
Baldrige Asset Management
Allentown,
Pennsylvania
| $0 | 3 | – | – |
|
|
SCM
183
Segantii Capital Management
Hong Kong
| – | – | – | – |
|
184
Fidelity Investments
Boston,
Massachusetts
| $0 | 1 | – | – |
|
|
HIA
185
Harbor Investment Advisory
Lutherville,
Maryland
| $0 | 12 | – | – |
|
|
FAG
186
Fortitude Advisory Group
Gig Harbor,
Washington
| $0 | 4 | +4 | New |
|