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GRX

Gabelli Healthcare & Wellness Trust

34 hedge funds and large institutions have $18.7M invested in Gabelli Healthcare & Wellness Trust in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

17.44% more ownership

Funds ownership: 0%17.44% (+17%)

Holders
34
Holders Change
+34
Holders Change %
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$11K +$11.8K +1,190 New
GGPS
27
Gary Goldberg Planning Services
New York
$10K +$10.3K +1,035 New
Citigroup
28
Citigroup
New York
$9K +$9.47K +952 New
Ameriprise
29
Ameriprise
Minnesota
$9K +$9.97K +1,002 New
WF
30
WealthTrust Fairport
Ohio
$4K +$3.74K +376 New
Deutsche Bank
31
Deutsche Bank
Germany
$3K +$3.29K +331 New
U
32
UBS
Switzerland
$2K +$1.65K +166 New
US Bancorp
33
US Bancorp
Minnesota
$2K +$1.92K +193 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$1K +$876 +88 New
TCM
35
TD Capital Management
Tennessee
+$259 +26 New

GRX Hedge Fund Activity: Q2 2013 in Review

34 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2013, worth a combined $18.7M.

Buyers outnumbered sellers: 34 funds opened new GRX positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

  • 34 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.7M of Gabelli Healthcare & Wellness Trust stock for Q2 2013.
  • 34 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2013 and 0 closed out, a net change of +34 holders.

Based on aggregated 13F filings for Q2 2013.