Gabelli Healthcare & Wellness Trust
GRX
67 hedge funds and large institutions have $53.1M invested in Gabelli Healthcare & Wellness Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
21% more capital invested
Capital invested by funds: $43.9M → $53.1M (+$9.2M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1.72% more ownership
Funds ownership: 29.05% → 30.78% (+1.7%)
0% more funds holding
Funds holding: 67 → 67 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$3.13M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.11M |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$551K |
| 4 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$471K |
| 5 |
Cerity Partners
New York
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.34M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$749K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$713K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$326K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$307K |
GRX Hedge Fund Activity: Q3 2024 in Review
67 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q3 2024, worth a combined $53.1M — up 21% from $43.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GRX positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $3.13M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.34M sold.
- 67 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $53.1M of Gabelli Healthcare & Wellness Trust stock for Q3 2024, up 21% quarter-over-quarter.
- 8 funds opened new Gabelli Healthcare & Wellness Trust positions in Q3 2024 and 7 closed out, a net change of +1 holder.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q3 2024 was Saba Capital Management, an estimated $3.13M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q3 2024 was Cornerstone Advisors, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2024.