GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

67 hedge funds and large institutions have $42.8M invested in Gabelli Healthcare & Wellness Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.45M
2
LSC
2
Logan Stone Capital
Illinois
$473K
3
CA
3
Cornerstone Advisors
North Carolina
$1.22M
4
WAM
4
Wolverine Asset Management
Illinois
$402K
5
Creative Planning
5
Creative Planning
Kansas
$296K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.92M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
ACP
3
Aviance Capital Partners
Florida
$1.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.2M
5
GI
5
GAMCO Investors
Connecticut
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$305K -$24.8K -2,416 -8%
Creative Planning
27
Creative Planning
Kansas
$296K +$296K +28,818 New
FAM
28
Formidable Asset Management
Ohio
$292K -$6.64K -646 -2%
Citadel Advisors
29
Citadel Advisors
Florida
$276K +$276K +26,848 New
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$233K -$12.3K -1,200 -5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$217K -$33.4K -3,253 -13%
LPL Financial
32
LPL Financial
California
$200K +$16.7K +1,623 +9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$165K +$19K +1,853 +13%
KIM
34
Karpus Investment Management
New York
$164K – – –
Bank of America
35
Bank of America
North Carolina
$155K -$34.9K -3,395 -18%
NA
36
NewEdge Advisors
Louisiana
$142K +$4.7K +458 +3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$140K +$140K +13,594 New
COLIM
38
City of London Investment Management
United Kingdom
$138K +$26.6K +2,588 +24%
WS
39
Wedbush Securities
California
$116K +$1.55K +151 +1%
CPO
40
Cerity Partners OCIO
New York
$105K -$3.09K -300 -3%
AA
41
AQR Arbitrage
Connecticut
$104K +$104K +10,096 New
SWM
42
Sugarloaf Wealth Management
Georgia
$96.4K +$1.31K +127 +1%
AA
43
Ancora Advisors
Ohio
$63K – – –
BWA
44
BDO Wealth Advisors
Florida
$60.5K -$3.43K -334 -5%
AP
45
Atwood & Palmer
Missouri
$38K – – –
RA
46
Rise Advisors
New York
$12.9K +$175 +17 +1%
ASN
47
Advisory Services Network
Georgia
$9.89K +$9.89K +962 New
JWM
48
Janiczek Wealth Management
Colorado
$9.78K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
IA
50
IFP Advisors
Florida
$9K +$4.52K +434 +101%
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2
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