Gabelli Healthcare & Wellness Trust
GRX
44 hedge funds and large institutions have $48.5M invested in Gabelli Healthcare & Wellness Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $43.3M → $48.5M (+$5.19M)
1.33% more ownership
Funds ownership: 23.13% → 24.46% (+1.3%)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
6% less funds holding
Funds holding: 47 → 44 (-3)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$1.35M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$770K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$708K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$457K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$450K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boothbay Fund Management
New York
|
-$236K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$183K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$149K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$146K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$144K |
GRX Hedge Fund Activity: Q1 2017 in Review
44 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q1 2017, worth a combined $48.5M — up 12% from $43.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of GRX and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Citigroup, adding an estimated $1.35M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $236K sold.
- 44 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q1 2017, down from 47 in Q4 2016.
- Funds reported $48.5M of Gabelli Healthcare & Wellness Trust stock for Q1 2017, up 12% quarter-over-quarter.
- 6 funds opened new Gabelli Healthcare & Wellness Trust positions in Q1 2017 and 8 closed out, a net change of -2 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q1 2017 was Citigroup, an estimated $1.35M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q1 2017 was Boothbay Fund Management, an estimated $236K sold.
Based on aggregated 13F filings for Q1 2017.