Royce Value Trust
RVT
RVT
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.3% less ownership
Funds ownership: 30.57% → 30.27% (-0.3%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
166
Holding in Top 10
2
Calls
$151K
Puts
–
Top Buyers
1 | +$5.38M | |
2 | +$4.81M | |
3 | +$4.01M | |
4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.52M |
5 |
LPL Financial
San Diego,
California
|
+$2.42M |
Top Sellers
1 | -$14.6M | |
2 | -$9.28M | |
3 | -$4.82M | |
4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.09M |
5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$1.69M |