Gabelli Healthcare & Wellness Trust
GRX
64 hedge funds and large institutions have $62.1M invested in Gabelli Healthcare & Wellness Trust in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
20% more capital invested
Capital invested by funds: $51.8M → $62.1M (+$10.3M)
5% more funds holding
Funds holding: 61 → 64 (+3)
2.23% more ownership
Funds ownership: 26.77% → 29% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$939K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$487K |
| 3 |
BA
Bennicas & Associates
Portola Valley,
California
|
+$385K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$296K |
| 5 |
Morgan Stanley
New York
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.23M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$621K |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$596K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$326K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$165K |
GRX Hedge Fund Activity: Q4 2019 in Review
64 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2019, worth a combined $62.1M — up 20% from $51.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new GRX positions and 7 closed out — a net gain of 4 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Aviance Capital Partners, opening a new position worth an estimated $939K. The largest seller was Cohen & Steers, exiting entirely with an estimated $1.23M sold.
- 64 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2019, up from 61 in Q3 2019.
- Funds reported $62.1M of Gabelli Healthcare & Wellness Trust stock for Q4 2019, up 20% quarter-over-quarter.
- 11 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2019 and 7 closed out, a net change of +4 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2019 was Aviance Capital Partners, an estimated $939K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q4 2019 was Cohen & Steers, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2019.