Gabelli Healthcare & Wellness Trust
GRX
66 hedge funds and large institutions have $44.1M invested in Gabelli Healthcare & Wellness Trust in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 10
0.92% more ownership
Funds ownership: 23.04% → 23.96% (+0.92%)
0% more funds holding
Funds holding: 66 → 66 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
13% less capital invested
Capital invested by funds: $50.7M → $44.1M (-$6.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.5M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$936K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$805K |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$256K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$887K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$877K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$827K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$143K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$120K |
GRX Hedge Fund Activity: Q2 2022 in Review
66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2022, worth a combined $44.1M — down 13% from $50.7M a quarter earlier.
Fund positioning in GRX was balanced in Q2 2022: 7 funds opened new positions, 7 closed out, 23 added to existing stakes and 10 trimmed.
The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $1.5M. The largest seller was Morgan Stanley, cutting an estimated $887K.
- 66 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $44.1M of Gabelli Healthcare & Wellness Trust stock for Q2 2022, down 13% quarter-over-quarter.
- 7 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2022 and 7 closed out, a net change of 0 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2022 was Wealthcare Advisory Partners, an estimated $1.5M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2022 was Morgan Stanley, an estimated $887K sold.
Based on aggregated 13F filings for Q2 2022.