Gabelli Healthcare & Wellness Trust
GRX
67 hedge funds and large institutions have $43.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.
2.34% more ownership
Funds ownership: 26.71% → 29.05% (+2.3%)
3% less funds holding
Funds holding: 69 → 67 (-2)
6% less capital invested
Capital invested by funds: $46.9M → $43.9M (-$2.99M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$7.06M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$766K |
| 3 |
LPL Financial
San Diego,
California
|
+$499K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$235K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$59.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.85M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.72M |
| 3 |
RL
RPO LLC
Stamford,
Connecticut
|
-$1.39M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$790K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$680K |
GRX Hedge Fund Activity: Q2 2024 in Review
67 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q2 2024, worth a combined $43.9M — down 6.4% from $46.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of GRX and 5 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 19 added.
The largest buyer was Saba Capital Management, adding an estimated $7.06M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.85M sold.
- 67 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q2 2024, down from 69 in Q1 2024.
- Funds reported $43.9M of Gabelli Healthcare & Wellness Trust stock for Q2 2024, down 6.4% quarter-over-quarter.
- 5 funds opened new Gabelli Healthcare & Wellness Trust positions in Q2 2024 and 6 closed out, a net change of -1 holder.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q2 2024 was Saba Capital Management, an estimated $7.06M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q2 2024 was Wolverine Asset Management, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2024.