Gabelli Healthcare & Wellness Trust
GRX
68 hedge funds and large institutions have $62.3M invested in Gabelli Healthcare & Wellness Trust in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
8% more funds holding
Funds holding: 63 → 68 (+5)
0.63% more ownership
Funds ownership: 32.47% → 33.11% (+0.63%)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
6% less capital invested
Capital invested by funds: $66.6M → $62.3M (-$4.24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$1.12M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$565K |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$484K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$369K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$1.48M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$309K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$276K |
| 4 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$230K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$207K |
GRX Hedge Fund Activity: Q1 2018 in Review
68 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q1 2018, worth a combined $62.3M — down 6.4% from $66.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GRX positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Citigroup, adding an estimated $1.12M. The largest seller was Matisse Capital, cutting an estimated $1.48M.
- 68 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q1 2018, up from 63 in Q4 2017.
- Funds reported $62.3M of Gabelli Healthcare & Wellness Trust stock for Q1 2018, down 6.4% quarter-over-quarter.
- 8 funds opened new Gabelli Healthcare & Wellness Trust positions in Q1 2018 and 3 closed out, a net change of +5 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q1 2018 was Citigroup, an estimated $1.12M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q1 2018 was Matisse Capital, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2018.