Gabelli Healthcare & Wellness Trust
GRX
70 hedge funds and large institutions have $39.7M invested in Gabelli Healthcare & Wellness Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 5 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more funds holding
Funds holding: 69 → 70 (+1)
0.48% less ownership
Funds ownership: 23.72% → 23.25% (-0.48%)
3% less capital invested
Capital invested by funds: $40.9M → $39.7M (-$1.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$540K |
| 2 |
RL
RPO LLC
Stamford,
Connecticut
|
+$395K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$243K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$239K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.63M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$313K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$296K |
| 4 |
Morgan Stanley
New York
|
-$270K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$173K |
GRX Hedge Fund Activity: Q2 2023 in Review
70 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2023, worth a combined $39.7M — down 2.8% from $40.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GRX positions and 5 closed out — a net gain of 1 holder — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $540K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $1.63M sold.
- 70 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2023, up from 69 in Q1 2023.
- Funds reported $39.7M of Gabelli Healthcare & Wellness Trust stock for Q2 2023, down 2.8% quarter-over-quarter.
- 6 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2023 and 5 closed out, a net change of +1 holder.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2023 was Cornerstone Advisors, an estimated $540K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2023 was Beacon Pointe Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q2 2023.