Value Line
VALU
36 hedge funds and large institutions have $23.2M invested in Value Line in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 1 closing their positions.
9% more capital invested
Capital invested by funds: $21.4M → $23.2M (+$1.85M)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.12% less ownership
Funds ownership: 7.2% → 7.09% (-0.12%)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$234K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$124K |
| 3 |
Renaissance Technologies
New York
|
+$17.3K |
| 4 |
Lazard Asset Management
New York
|
+$6.51K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$220K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$137K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$89.5K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$81.3K |
| 5 |
Bank of New York Mellon
New York
|
-$73.1K |
VALU Hedge Fund Activity: Q3 2021 in Review
36 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q3 2021, worth a combined $23.2M — up 8.7% from $21.4M a quarter earlier.
Fund positioning in VALU was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 16 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $234K. The largest seller was BlackRock, cutting an estimated $220K.
- 36 institutional investors held Value Line (VALU) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $23.2M of Value Line stock for Q3 2021, up 8.7% quarter-over-quarter.
- 1 fund opened new Value Line positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest Value Line buyer in Q3 2021 was Neuberger Berman Group, an estimated $234K added.
- The largest Value Line seller in Q3 2021 was BlackRock, an estimated $220K sold.
Based on aggregated 13F filings for Q3 2021.