Gabelli Healthcare & Wellness Trust
GRX
69 hedge funds and large institutions have $67.3M invested in Gabelli Healthcare & Wellness Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
4% more capital invested
Capital invested by funds: $65M → $67.3M (+$2.29M)
0% more funds holding
Funds holding: 69 → 69 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
0.08% less ownership
Funds ownership: 28.74% → 28.66% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$795K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$448K |
| 3 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$444K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$347K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.28M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$210K |
| 4 |
Morgan Stanley
New York
|
-$206K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$137K |
GRX Hedge Fund Activity: Q2 2021 in Review
69 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2021, worth a combined $67.3M — up 3.5% from $65M a quarter earlier.
Fund positioning in GRX was balanced in Q2 2021: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 15 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $795K. The largest seller was Karpus Investment Management, cutting an estimated $4.71M.
- 69 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $67.3M of Gabelli Healthcare & Wellness Trust stock for Q2 2021, up 3.5% quarter-over-quarter.
- 9 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2021 and 9 closed out, a net change of 0 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2021 was Wolverine Asset Management, an estimated $795K added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2021 was Karpus Investment Management, an estimated $4.71M sold.
Based on aggregated 13F filings for Q2 2021.