Gabelli Healthcare & Wellness Trust
GRX
66 hedge funds and large institutions have $53.4M invested in Gabelli Healthcare & Wellness Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.
0% more funds holding
Funds holding: 66 → 66 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less capital invested
Capital invested by funds: $54.1M → $53.4M (-$730K)
1.04% less ownership
Funds ownership: 29.68% → 28.64% (-1%)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.66M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.08M |
| 3 |
UR
USCA RIA
Houston,
Texas
|
+$427K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$334K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$4.98M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$526K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$201K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$137K |
| 5 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
-$136K |
GRX Hedge Fund Activity: Q3 2020 in Review
66 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q3 2020, worth a combined $53.4M — down 1.3% from $54.1M a quarter earlier.
Fund positioning in GRX was balanced in Q3 2020: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 19 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.66M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $4.98M sold.
- 66 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $53.4M of Gabelli Healthcare & Wellness Trust stock for Q3 2020, down 1.3% quarter-over-quarter.
- 8 funds opened new Gabelli Healthcare & Wellness Trust positions in Q3 2020 and 8 closed out, a net change of 0 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q3 2020 was Karpus Investment Management, an estimated $1.66M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q3 2020 was First Allied Advisory Services, an estimated $4.98M sold.
Based on aggregated 13F filings for Q3 2020.