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GRX

Gabelli Healthcare & Wellness Trust
GRX

71 hedge funds and large institutions have $41.8M invested in Gabelli Healthcare & Wellness Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $35.1M → $41.8M (+$6.7M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

2.26% more ownership

Funds ownership: 23.85% → 26.11% (+2.3%)

1% more funds holding

Funds holding: 70 → 71 (+1)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$2.89M
2
Morgan Stanley
Morgan Stanley
New York
+$950K
3
AA
AQR Arbitrage
Connecticut
+$540K
4
LSC
Logan Stone Capital
Illinois
+$442K
5
NA
NewEdge Advisors
Louisiana
+$384K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$949K
2
AW
Atlas Wealth
Ohio
-$657K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$459K
4
EP
Eudaimonia Partners
Tennessee
-$418K
5
UBS Group
UBS Group
Switzerland
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$323K -$168K -19,574 -36%
AC
27
Almitas Capital
California
$312K +$14K +1,628 +5%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$309K +$188K +21,921 +195%
MC
29
Matisse Capital
Oregon
$284K +$261K +30,419 New
Creative Planning
30
Creative Planning
Kansas
$273K -$22.4K -2,604 -8%
Osaic Holdings
31
Osaic Holdings
Arizona
$251K -$90.5K -10,531 -28%
LPL Financial
32
LPL Financial
California
$205K +$369 +43 +0.2%
FAM
33
Formidable Asset Management
Ohio
$173K -$23.2K -2,697 -13%
Bank of America
34
Bank of America
North Carolina
$172K +$74.8K +8,706 +90%
RJA
35
Raymond James & Associates
Florida
$158K -$4.23K -492 -3%
KIM
36
Karpus Investment Management
New York
$149K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$137K -$51.6K -6,011 -29%
HighTower Advisors
38
HighTower Advisors
Illinois
$126K -$89.8K -10,455 -41%
Cerity Partners
39
Cerity Partners
New York
$106K +$9.24K +1,076 +10%
WS
40
Wedbush Securities
California
$105K +$94 +11 +0.1%
PAG
41
Private Advisor Group
New Jersey
$96K -$8.58K -999 -9%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$93.3K – – –
CFD
43
Creative Financial Designs
Indiana
$54.6K – – –
AA
44
Ancora Advisors
Ohio
$52.7K – – –
Comerica Bank
45
Comerica Bank
Texas
$36.8K +$2.58K +300 +8%
SWM
46
Sugarloaf Wealth Management
Georgia
$24.7K -$1.96K -228 -8%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$21.7K -$459K -53,458 -96%
JWM
48
Janiczek Wealth Management
Colorado
$8.81K – – –
ASN
49
Advisory Services Network
Georgia
$8.4K +$7.74K +901 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$8K -$1.29K -150 -15%
1
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GRX Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2023, worth a combined $41.8M — up 19% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GRX positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $2.89M. The largest seller was Wells Fargo, cutting an estimated $949K.

  • 71 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $41.8M of Gabelli Healthcare & Wellness Trust stock for Q4 2023, up 19% quarter-over-quarter.
  • 7 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2023 was Saba Capital Management, an estimated $2.89M added.
  • The largest Gabelli Healthcare & Wellness Trust seller in Q4 2023 was Wells Fargo, an estimated $949K sold.

Based on aggregated 13F filings for Q4 2023.