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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.

New
Increased
Maintained
Reduced
Closed

64% more capital inflows, than outflows

Capital inflows: $1.05M | Capital outflows: $642K

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

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$699K
2
State Street
State Street
Massachusetts
+$198K
3
Bessemer Group
Bessemer Group
New Jersey
+$138K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$7.24K
5
Panagora Asset Management
Panagora Asset Management
Massachusetts
+$4.22K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$280K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$123K
3
Northern Trust
Northern Trust
Illinois
-$68.3K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$58.7K
5
JP Morgan Chase
JP Morgan Chase
New York
-$48.1K

VALU Hedge Fund Activity: Q2 2021 in Review

36 of the 5,769 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 $19.1M 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.