Gabelli Healthcare & Wellness Trust
GRX
71 hedge funds and large institutions have $41.8M invested in Gabelli Healthcare & Wellness Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.
19% more capital invested
Capital invested by funds: $35.1M → $41.8M (+$6.7M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
2.26% more ownership
Funds ownership: 23.85% → 26.11% (+2.3%)
1% more funds holding
Funds holding: 70 → 71 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$2.89M |
| 2 |
Morgan Stanley
New York
|
+$950K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$540K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$442K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$949K |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$657K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$459K |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$418K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$344K |
GRX Hedge Fund Activity: Q4 2023 in Review
71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2023, worth a combined $41.8M — up 19% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GRX positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Saba Capital Management, opening a new position worth an estimated $2.89M. The largest seller was Wells Fargo, cutting an estimated $949K.
- 71 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2023, up from 70 in Q3 2023.
- Funds reported $41.8M of Gabelli Healthcare & Wellness Trust stock for Q4 2023, up 19% quarter-over-quarter.
- 7 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2023 was Saba Capital Management, an estimated $2.89M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q4 2023 was Wells Fargo, an estimated $949K sold.
Based on aggregated 13F filings for Q4 2023.