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GRX

Gabelli Healthcare & Wellness Trust
GRX

34 hedge funds and large institutions have $18.7M invested in Gabelli Healthcare & Wellness Trust in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

17.44% more ownership

Funds ownership: 0% → 17.44% (+17%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.39M +$4.61M +463,637 New
CS
2
Credit Suisse
Switzerland
$3.41M +$3.59M +360,485 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.73M +$2.86M +287,845 New
GI
4
GAMCO Investors
Connecticut
$1.19M +$1.25M +125,342 New
Lazard Asset Management
5
Lazard Asset Management
New York
$943K +$992K +99,657 New
MFS
6
MSI Financial Services
Massachusetts
$745K +$783K +78,725 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$726K +$763K +76,671 New
TC
8
TFS Capital
Pennsylvania
$664K +$697K +70,075 New
BI
9
Bulldog Investors
New Jersey
$447K +$491K +49,317 New
Wells Fargo
10
Wells Fargo
California
$409K +$429K +43,153 New
DT
11
Diversified Trust
Tennessee
$400K +$420K +42,240 New
SIA
12
Sit Investment Associates
Minnesota
$357K +$375K +37,674 New
FAAS
13
First Allied Advisory Services
California
$335K +$348K +35,024 New
GC
14
Guggenheim Capital
Illinois
$274K +$288K +28,962 New
Bank of America
15
Bank of America
North Carolina
$264K +$278K +27,965 New
COLIM
16
City of London Investment Management
United Kingdom
$262K +$273K +27,443 New
RJA
17
Raymond James & Associates
Florida
$216K +$227K +22,778 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$153K – – –
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$148K +$156K +15,680 New
SFS
20
Shaker Financial Services
Virginia
$146K +$154K +15,431 New
JC
21
JBF Capital
Colorado
$137K +$144K +14,511 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$130K +$137K +13,780 New
SHA
23
Smith Hayes Advisers
Nebraska
$113K +$118K +11,905 New
AIG
24
American International Group
New York
$12.9K +$13.5K +1,360 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$12K +$13.1K +1,313 New
1
2

GRX Hedge Fund Activity: Q2 2013 in Review

34 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2013, worth a combined $18.7M.

Buyers outnumbered sellers: 34 funds opened new GRX positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

  • 34 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.7M of Gabelli Healthcare & Wellness Trust stock for Q2 2013.
  • 34 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2013 and 0 closed out, a net change of +34 holders.

Based on aggregated 13F filings for Q2 2013.