Gabelli Healthcare & Wellness Trust
GRX
68 hedge funds and large institutions have $66.7M 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, 14 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
3% more capital invested
Capital invested by funds: $64.9M → $66.7M (+$1.82M)
0.33% less ownership
Funds ownership: 28.74% → 28.4% (-0.33%)
1% less funds holding
Funds holding: 69 → 68 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
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 |
QC
Quantedge Capital
Singapore
|
-$590K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$210K |
| 5 |
Morgan Stanley
New York
|
-$206K |
GRX Hedge Fund Activity: Q2 2021 in Review
68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2021, worth a combined $66.7M — up 2.8% from $64.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of GRX and 9 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 21 added.
The largest buyer was Wolverine Asset Management, adding an estimated $795K. The largest seller was Karpus Investment Management, cutting an estimated $4.71M.
- 68 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2021, down from 69 in Q1 2021.
- Funds reported $66.7M of Gabelli Healthcare & Wellness Trust stock for Q2 2021, up 2.8% quarter-over-quarter.
- 9 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2021 and 10 closed out, a net change of -1 holder.
- 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.