Gabelli Healthcare & Wellness Trust
GRX
65 hedge funds and large institutions have $37.6M invested in Gabelli Healthcare & Wellness Trust in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
0.91% less ownership
Funds ownership: 23.96% → 23.05% (-0.91%)
2% less funds holding
Funds holding: 66 → 65 (-1)
15% less capital invested
Capital invested by funds: $44.1M → $37.6M (-$6.49M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$869K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$388K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$158K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$139K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$65.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$962K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$710K |
| 3 |
Morgan Stanley
New York
|
-$695K |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$265K |
| 5 |
QC
Quantedge Capital
Singapore
|
-$213K |
GRX Hedge Fund Activity: Q3 2022 in Review
65 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q3 2022, worth a combined $37.6M — down 15% from $44.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of GRX and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 23 added.
The largest buyer was Atria Wealth Solutions, adding an estimated $869K. The largest seller was Cornerstone Advisors, cutting an estimated $962K.
- 65 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q3 2022, down from 66 in Q2 2022.
- Funds reported $37.6M of Gabelli Healthcare & Wellness Trust stock for Q3 2022, down 15% quarter-over-quarter.
- 5 funds opened new Gabelli Healthcare & Wellness Trust positions in Q3 2022 and 6 closed out, a net change of -1 holder.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q3 2022 was Atria Wealth Solutions, an estimated $869K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q3 2022 was Cornerstone Advisors, an estimated $962K sold.
Based on aggregated 13F filings for Q3 2022.