Value Line
VALU
36 hedge funds and large institutions have $21.4M invested in Value Line in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $19M → $21.4M (+$2.31M)
0.14% more ownership
Funds ownership: 7.07% → 7.2% (+0.14%)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$699K |
| 2 |
State Street
Boston,
Massachusetts
|
+$198K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$138K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.24K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$4.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$280K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$123K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$68.3K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$58.7K |
| 5 |
JP Morgan Chase
New York
|
-$48.1K |
VALU Hedge Fund Activity: Q2 2021 in Review
36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q2 2021, worth a combined $21.4M — up 12% from $19M a quarter earlier.
Fund positioning in VALU was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 17 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $699K. The largest seller was BlackRock, cutting an estimated $280K.
- 36 institutional investors held Value Line (VALU) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $21.4M of Value Line stock for Q2 2021, up 12% quarter-over-quarter.
- 2 funds opened new Value Line positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest Value Line buyer in Q2 2021 was Neuberger Berman Group, an estimated $699K added.
- The largest Value Line seller in Q2 2021 was BlackRock, an estimated $280K sold.
Based on aggregated 13F filings for Q2 2021.