Gabelli Healthcare & Wellness Trust
GRX
42 hedge funds and large institutions have $52.9M invested in Gabelli Healthcare & Wellness Trust in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $48.5M → $52.9M (+$4.41M)
5% more funds holding
Funds holding: 40 → 42 (+2)
0.3% more ownership
Funds ownership: 31.15% → 31.44% (+0.3%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$8.08M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$866K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$689K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$679K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.75M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$272K |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$266K |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$257K |
| 5 |
Lazard Asset Management
New York
|
-$250K |
GRX Hedge Fund Activity: Q1 2015 in Review
42 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q1 2015, worth a combined $52.9M — up 9.1% from $48.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GRX positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $8.08M. The largest seller was Morgan Stanley, cutting an estimated $9.75M.
- 42 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q1 2015, up from 40 in Q4 2014.
- Funds reported $52.9M of Gabelli Healthcare & Wellness Trust stock for Q1 2015, up 9.1% quarter-over-quarter.
- 9 funds opened new Gabelli Healthcare & Wellness Trust positions in Q1 2015 and 6 closed out, a net change of +3 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q1 2015 was Karpus Investment Management, an estimated $8.08M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q1 2015 was Morgan Stanley, an estimated $9.75M sold.
Based on aggregated 13F filings for Q1 2015.