GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $39.7M invested in Gabelli Healthcare & Wellness Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.72M
2
RL
2
RPO LLC
Connecticut
$393K
3
WAM
3
Wolverine Asset Management
Illinois
$1.26M
4
AA
4
AQR Arbitrage
Connecticut
$554K
5
BFM
5
Boothbay Fund Management
New York
$177K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
Wells Fargo
2
Wells Fargo
California
$5.25M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$182K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$267K -$19.8K -1,991 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$251K +$13.1K +1,334 +5%
FAM
28
Formidable Asset Management
Ohio
$221K -$24.7K -2,479 -10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$205K +$348 +35 +0.2%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$182K -$295K -29,571 -62%
BFM
31
Boothbay Fund Management
New York
$177K +$177K +17,778 New
RJA
32
Raymond James & Associates
Florida
$174K -$36.9K -3,707 -18%
KIM
33
Karpus Investment Management
New York
$159K – – –
NA
34
NewEdge Advisors
Louisiana
$157K +$16.9K +1,700 +12%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$144K – – –
LCM
36
Landscape Capital Management
New Jersey
$121K -$7.07K -710 -6%
Bank of America
37
Bank of America
North Carolina
$117K -$28.3K -2,843 -20%
COLIM
38
City of London Investment Management
United Kingdom
$115K – – –
PAG
39
Private Advisor Group
New Jersey
$112K +$6.62K +668 +6%
WS
40
Wedbush Securities
California
$111K +$89 +9 +0.1%
RA
41
Ruggaard & Associates
Ohio
$109K – – –
Stifel Financial
42
Stifel Financial
Missouri
$108K +$4.76K +478 +5%
Cerity Partners
43
Cerity Partners
New York
$102K +$102K +10,270 New
TWC
44
TD Waterhouse Canada
Ontario, Canada
$65.9K +$61.3K +6,656 +1,321%
CFD
45
Creative Financial Designs
Indiana
$58.3K +$41K +4,119 +237%
AA
46
Ancora Advisors
Ohio
$56.3K – – –
BWA
47
BDO Wealth Advisors
Florida
$53.4K – – –
SWM
48
Sugarloaf Wealth Management
Georgia
$47.2K -$40.9K -4,107 -46%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$13K +$7.85K +790 +153%
JWM
50
Janiczek Wealth Management
Colorado
$9.4K – – –
1
2
3 4