GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Trends Analyst Outlook Journalist POV

62 hedge funds and large institutions have $60.2M invested in Gabelli Healthcare & Wellness Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$636K
2
+$559K
3
+$228K
4
CPO
Cerity Partners OCIO
New York
+$158K
5
UBS Group
UBS Group
Switzerland
+$153K

Top Sellers

1
-$3.95M
2
-$890K
3
-$462K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$234K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$1K
52
$1K
53
$1K
54
$634
55
$581
56
–
57
–
58
–
59
–
60
–
61
–
62
–
63
–
1 2
3