Value Line
VALU
43 hedge funds and large institutions have $49.1M invested in Value Line in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
47% more capital invested
Capital invested by funds: $33.4M → $49.1M (+$15.7M)
8% more funds holding
Funds holding: 40 → 43 (+3)
0.22% more ownership
Funds ownership: 7.48% → 7.7% (+0.22%)
47% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$1.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.04M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
+$464K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$200K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$893K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$608K |
| 3 |
RA
Royce & Associates
New York
|
-$441K |
| 4 |
BlackRock
New York
|
-$263K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$111K |
VALU Hedge Fund Activity: Q1 2022 in Review
43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2022, worth a combined $49.1M — up 47% from $33.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VALU positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 19 trimmed.
The largest buyer was EAM Investors, opening a new position worth an estimated $1.7M. The largest seller was Neuberger Berman Group, cutting an estimated $893K.
- 43 institutional investors held Value Line (VALU) as of Q1 2022, up from 40 in Q4 2021.
- Funds reported $49.1M of Value Line stock for Q1 2022, up 47% quarter-over-quarter.
- 5 funds opened new Value Line positions in Q1 2022 and 2 closed out, a net change of +3 holders.
- The largest Value Line buyer in Q1 2022 was EAM Investors, an estimated $1.7M added.
- The largest Value Line seller in Q1 2022 was Neuberger Berman Group, an estimated $893K sold.
Based on aggregated 13F filings for Q1 2022.