Gabelli Healthcare & Wellness Trust
GRX
46 hedge funds and large institutions have $46.5M invested in Gabelli Healthcare & Wellness Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
10% more funds holding
Funds holding: 42 → 46 (+4)
8% more capital invested
Capital invested by funds: $43.1M → $46.5M (+$3.37M)
0.44% more ownership
Funds ownership: 22.32% → 22.76% (+0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$486K |
| 2 |
LPL Financial
San Diego,
California
|
+$324K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$219K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$179K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$228K |
| 2 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$114K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$108K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$83.5K |
| 5 |
Lazard Asset Management
New York
|
-$61.9K |
GRX Hedge Fund Activity: Q4 2015 in Review
46 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2015, worth a combined $46.5M — up 7.8% from $43.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GRX positions and 2 closed out — a net gain of 4 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $486K. The largest seller was Wells Fargo, cutting an estimated $228K.
- 46 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2015, up from 42 in Q3 2015.
- Funds reported $46.5M of Gabelli Healthcare & Wellness Trust stock for Q4 2015, up 7.8% quarter-over-quarter.
- 6 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2015 and 2 closed out, a net change of +4 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2015 was Karpus Investment Management, an estimated $486K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q4 2015 was Wells Fargo, an estimated $228K sold.
Based on aggregated 13F filings for Q4 2015.