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Value Line
VALU

21 hedge funds and large institutions have $12.4M invested in Value Line in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $12.2M → $12.4M (+$172K)

9% less funds holding

Funds holding: 23 → 21 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$324K
2
Renaissance Technologies
Renaissance Technologies
New York
+$162K
3
NPC
National Planning Corporation
California
+$75.1K
4
US Bancorp
US Bancorp
Minnesota
+$7.88K
5
Wells Fargo
Wells Fargo
California
+$16

Top Sellers

Rank Fund Capital Flow
1
IIA
IPG Investment Advisors
California
-$681K
2
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$44.1K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$13.9K
5
Morgan Stanley
Morgan Stanley
New York
-$12.5K

VALU Hedge Fund Activity: Q4 2014 in Review

21 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2014, worth a combined $12.4M — up 1.4% from $12.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of VALU and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Neuberger Berman Group, adding an estimated $324K. The largest seller was IPG Investment Advisors, exiting entirely with an estimated $681K sold.

  • 21 institutional investors held Value Line (VALU) as of Q4 2014, down from 23 in Q3 2014.
  • Funds reported $12.4M of Value Line stock for Q4 2014, up 1.4% quarter-over-quarter.
  • 2 funds opened new Value Line positions in Q4 2014 and 4 closed out, a net change of -2 holders.
  • The largest Value Line buyer in Q4 2014 was Neuberger Berman Group, an estimated $324K added.
  • The largest Value Line seller in Q4 2014 was IPG Investment Advisors, an estimated $681K sold.

Based on aggregated 13F filings for Q4 2014.