Gabelli Healthcare & Wellness Trust
GRX
45 hedge funds and large institutions have $52.9M invested in Gabelli Healthcare & Wellness Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
9% more capital invested
Capital invested by funds: $48.5M → $52.9M (+$4.43M)
2% more funds holding
Funds holding: 44 → 45 (+1)
0.14% more ownership
Funds ownership: 24.46% → 24.6% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$779K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$484K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$335K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$243K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$500K |
| 2 |
LPL Financial
San Diego,
California
|
-$396K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$313K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$224K |
| 5 |
Morgan Stanley
New York
|
-$212K |
GRX Hedge Fund Activity: Q2 2017 in Review
45 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2017, worth a combined $52.9M — up 9.1% from $48.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GRX positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Advisory Alpha, adding an estimated $779K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $500K sold.
- 45 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2017, up from 44 in Q1 2017.
- Funds reported $52.9M of Gabelli Healthcare & Wellness Trust stock for Q2 2017, up 9.1% quarter-over-quarter.
- 4 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2017 and 3 closed out, a net change of +1 holder.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2017 was Advisory Alpha, an estimated $779K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2017 was Guggenheim Capital, an estimated $500K sold.
Based on aggregated 13F filings for Q2 2017.