GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

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
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

1
SCM
1
Saba Capital Management
New York
$3.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.61M
3
AA
3
AQR Arbitrage
Connecticut
$1.68M
4
LSC
4
Logan Stone Capital
Illinois
$1.14M
5
NA
5
NewEdge Advisors
Louisiana
$424K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.89M
2
AW
2
Atlas Wealth
Ohio
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$21.7K
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
UBS Group
5
UBS Group
Switzerland
$868K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$323K -$183K -19,574 -36%
AC
27
Almitas Capital
California
$312K +$15.2K +1,628 +5%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$309K +$205K +21,921 +195%
MC
29
Matisse Capital
Oregon
$284K +$284K +30,419 New
Creative Planning
30
Creative Planning
Kansas
$273K -$24.3K -2,604 -8%
Osaic Holdings
31
Osaic Holdings
Arizona
$251K -$98.3K -10,531 -28%
LPL Financial
32
LPL Financial
California
$205K +$401 +43 +0.2%
FAM
33
Formidable Asset Management
Ohio
$173K -$25.2K -2,697 -13%
Bank of America
34
Bank of America
North Carolina
$172K +$81.2K +8,706 +90%
RJA
35
Raymond James & Associates
Florida
$158K -$4.59K -492 -3%
KIM
36
Karpus Investment Management
New York
$149K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$137K -$56.3K -6,011 -29%
HighTower Advisors
38
HighTower Advisors
Illinois
$126K -$89.1K -10,455 -41%
Cerity Partners
39
Cerity Partners
New York
$106K +$10K +1,076 +10%
WS
40
Wedbush Securities
California
$105K +$103 +11 +0.1%
PAG
41
Private Advisor Group
New Jersey
$96K -$9.32K -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 +$2.8K +300 +8%
SWM
46
Sugarloaf Wealth Management
Georgia
$24.7K -$2.13K -228 -8%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$21.7K -$499K -53,458 -96%
JWM
48
Janiczek Wealth Management
Colorado
$8.81K – – –
ASN
49
Advisory Services Network
Georgia
$8.4K +$8.4K +901 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$8K -$1.45K -150 -15%
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