Gabelli Healthcare & Wellness Trust
GRX
48 hedge funds and large institutions have $53.8M invested in Gabelli Healthcare & Wellness Trust in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 3 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
7% more funds holding
Funds holding: 45 → 48 (+3)
2.24% more ownership
Funds ownership: 24.6% → 26.84% (+2.2%)
2% more capital invested
Capital invested by funds: $52.9M → $53.8M (+$853K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.18M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$805K |
| 3 |
Cohen & Steers
New York
|
+$754K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$546K |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$204K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$144K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$95.4K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$50K |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$45.4K |
GRX Hedge Fund Activity: Q3 2017 in Review
48 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q3 2017, worth a combined $53.8M — up 1.6% from $52.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GRX positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Matisse Capital, opening a new position worth an estimated $1.18M. The largest seller was Invesco, cutting an estimated $204K.
- 48 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q3 2017, up from 45 in Q2 2017.
- Funds reported $53.8M of Gabelli Healthcare & Wellness Trust stock for Q3 2017, up 1.6% quarter-over-quarter.
- 6 funds opened new Gabelli Healthcare & Wellness Trust positions in Q3 2017 and 3 closed out, a net change of +3 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q3 2017 was Matisse Capital, an estimated $1.18M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q3 2017 was Invesco, an estimated $204K sold.
Based on aggregated 13F filings for Q3 2017.