Gabelli Healthcare & Wellness Trust
GRX
67 hedge funds and large institutions have $42.8M invested in Gabelli Healthcare & Wellness Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $37.6M → $42.8M (+$5.25M)
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
3% more funds holding
Funds holding: 65 → 67 (+2)
1.23% more ownership
Funds ownership: 23.05% → 24.28% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.4M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$462K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$353K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$320K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$639K |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$368K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$271K |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$235K |
GRX Hedge Fund Activity: Q4 2022 in Review
67 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2022, worth a combined $42.8M — up 14% from $37.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GRX positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.4M. The largest seller was Wells Fargo, cutting an estimated $1.78M.
- 67 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2022, up from 65 in Q3 2022.
- Funds reported $42.8M of Gabelli Healthcare & Wellness Trust stock for Q4 2022, up 14% quarter-over-quarter.
- 8 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2022 and 4 closed out, a net change of +4 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2022 was Thomas J. Herzfeld Advisors, an estimated $2.4M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q4 2022 was Wells Fargo, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2022.