Gabelli Healthcare & Wellness Trust
GRX
66 hedge funds and large institutions have $50.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2.22% more ownership
Funds ownership: 31.13% → 33.35% (+2.2%)
4% less capital invested
Capital invested by funds: $53.1M → $50.9M (-$2.16M)
1% less funds holding
Funds holding: 67 → 66 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.08M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.73M |
| 3 |
Capstone Investment Advisors
New York
|
+$849K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$779K |
| 5 |
SCM
Saba Capital Management
New York
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.46M |
| 2 |
Cerity Partners
New York
|
-$353K |
| 3 |
QC
Quantedge Capital
Singapore
|
-$234K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$183K |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$150K |
GRX Hedge Fund Activity: Q4 2024 in Review
66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2024, worth a combined $50.9M — down 4.1% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GRX positions and 10 closed out — a net gain of 2 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.08M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $2.46M sold.
- 66 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2024, down from 67 in Q3 2024.
- Funds reported $50.9M of Gabelli Healthcare & Wellness Trust stock for Q4 2024, down 4.1% quarter-over-quarter.
- 12 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2024 and 10 closed out, a net change of +2 holders.
- The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2024 was LPL Financial, an estimated $2.08M added.
- The largest Gabelli Healthcare & Wellness Trust seller in Q4 2024 was Cetera Investment Advisers, an estimated $2.46M sold.
Based on aggregated 13F filings for Q4 2024.