Gabelli Healthcare & Wellness Trust
GRX
66 hedge funds and large institutions have $50.7M invested in Gabelli Healthcare & Wellness Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 65 → 66 (+1)
0.88% less ownership
Funds ownership: 23.92% → 23.04% (-0.88%)
10% less capital invested
Capital invested by funds: $56.1M → $50.7M (-$5.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$612K |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$503K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$466K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$395K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.07M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.32M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$431K |
| 5 |
QC
Quantedge Capital
Singapore
|
-$228K |
GRX Hedge Fund Activity: Q1 2022 in Review
66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q1 2022, worth a combined $50.7M — down 9.6% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GRX positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $612K. The largest seller was Karpus Investment Management, cutting an estimated $2.07M.
- 66 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q1 2022, up from 65 in Q4 2021.
- Funds reported $50.7M of Gabelli Healthcare & Wellness Trust stock for Q1 2022, down 9.6% quarter-over-quarter.
- 9 funds opened new Gabelli Healthcare & Wellness Trust positions in Q1 2022 and 7 closed out, a net change of +2 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q1 2022 was Wells Fargo, an estimated $612K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q1 2022 was Karpus Investment Management, an estimated $2.07M sold.
Based on aggregated 13F filings for Q1 2022.