Gabelli Healthcare & Wellness Trust
GRX
40 hedge funds and large institutions have $48.5M invested in Gabelli Healthcare & Wellness Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
14% more funds holding
Funds holding: 35 → 40 (+5)
2.44% less ownership
Funds ownership: 33.58% → 31.15% (-2.4%)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
57% less capital inflows, than outflows
Capital inflows: $2.74M | Capital outflows: $6.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$653K |
| 2 |
USCA RIA
Houston,
Texas
|
+$519K |
| 3 |
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$443K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$266K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Suisse
Zurich,
Switzerland
|
-$4.09M |
| 2 |
Gramercy Funds Management
Greenwich,
Connecticut
|
-$1.29M |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
-$344K |
| 4 |
Lazard Asset Management
New York
|
-$200K |
| 5 |
Yakira Capital Management
Westport,
Connecticut
|
-$172K |
GRX Hedge Fund Activity: Q4 2014 in Review
40 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2014, worth a combined $48.5M — down 2.6% from $49.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GRX positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $653K. The largest seller was Credit Suisse, cutting an estimated $4.09M.
- 40 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2014, up from 35 in Q3 2014.
- Funds reported $48.5M of Gabelli Healthcare & Wellness Trust stock for Q4 2014, down 2.6% quarter-over-quarter.
- 7 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2014 and 1 closed out, a net change of +6 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2014 was Morgan Stanley, an estimated $653K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q4 2014 was Credit Suisse, an estimated $4.09M sold.
Based on aggregated 13F filings for Q4 2014.