Gabelli Healthcare & Wellness Trust
GRX
47 hedge funds and large institutions have $43.1M invested in Gabelli Healthcare & Wellness Trust in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
2% more funds holding
Funds holding: 46 → 47 (+1)
0.11% less ownership
Funds ownership: 23.24% → 23.13% (-0.11%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
10% less capital invested
Capital invested by funds: $48M → $43.1M (-$4.94M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$683K |
| 2 |
Citigroup
New York
|
+$537K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$339K |
| 4 |
Morgan Stanley
New York
|
+$299K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$602K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$429K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$370K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$355K |
| 5 |
AWA
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
-$325K |
GRX Hedge Fund Activity: Q4 2016 in Review
47 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2016, worth a combined $43.1M — down 10% from $48M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GRX positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Ancora Advisors, opening a new position worth an estimated $683K. The largest seller was Royal Bank of Canada, cutting an estimated $602K.
- 47 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2016, up from 46 in Q3 2016.
- Funds reported $43.1M of Gabelli Healthcare & Wellness Trust stock for Q4 2016, down 10% quarter-over-quarter.
- 9 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2016 and 5 closed out, a net change of +4 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2016 was Ancora Advisors, an estimated $683K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q4 2016 was Royal Bank of Canada, an estimated $602K sold.
Based on aggregated 13F filings for Q4 2016.