Gabelli Healthcare & Wellness Trust
GRX
66 hedge funds and large institutions have $54.1M invested in Gabelli Healthcare & Wellness Trust in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 11 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
14% more capital invested
Capital invested by funds: $47.2M → $54.1M (+$6.84M)
0.29% less ownership
Funds ownership: 29.96% → 29.68% (-0.29%)
6% less funds holding
Funds holding: 70 → 66 (-4)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$437K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$410K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$373K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.43M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$422K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$214K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$214K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$198K |
GRX Hedge Fund Activity: Q2 2020 in Review
66 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2020, worth a combined $54.1M — up 14% from $47.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of GRX and 7 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 19 added.
The largest buyer was UBS Group, adding an estimated $1.07M. The largest seller was First Allied Advisory Services, cutting an estimated $1.43M.
- 66 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2020, down from 70 in Q1 2020.
- Funds reported $54.1M of Gabelli Healthcare & Wellness Trust stock for Q2 2020, up 14% quarter-over-quarter.
- 7 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2020 and 11 closed out, a net change of -4 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2020 was UBS Group, an estimated $1.07M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2020 was First Allied Advisory Services, an estimated $1.43M sold.
Based on aggregated 13F filings for Q2 2020.