Royce Value Trust
163 hedge funds and large institutions have $366M invested in Royce Value Trust in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 9 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: →
0.59% more ownership
Funds ownership: 26.19% → 26.78% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
163
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6.5M | |
| 2 | +$5.89M | |
| 3 | +$1.51M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.29M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.26M |
Top Sellers
| 1 | -$10.5M | |
| 2 | -$2.29M | |
| 3 | -$895K | |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$836K |
| 5 |
CWM
Cadence Wealth Management
Westborough,
Massachusetts
|
-$717K |