GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $52.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$20.2M
2
SIA
2
Sit Investment Associates
Minnesota
$2.2M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.84M
4
AIA
4
Absolute Investment Advisers
Florida
$490K
5
Cerity Partners
5
Cerity Partners
New York
$353K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
LSC
3
Logan Stone Capital
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
AQR Arbitrage
Connecticut
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$313K -$102K -9,326 -25%
UPS
27
UHLMANN PRICE SECURITIES
Illinois
$263K +$263K +24,015 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$223K +$62.5K +5,699 +39%
Capstone Investment Advisors
29
Capstone Investment Advisors
New York
$191K +$191K +17,460 New
RJA
30
Raymond James & Associates
Florida
$184K -$1.11K -101 -0.6%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$184K +$14.3K +1,309 +8%
Bank of America
32
Bank of America
North Carolina
$151K +$7.03K +642 +5%
HighTower Advisors
33
HighTower Advisors
Illinois
$143K +$8.42K +779 +6%
FAM
34
Formidable Asset Management
Ohio
$136K -$46.5K -4,245 -25%
WS
35
Wedbush Securities
California
$123K +$99 +9 +0.1%
PAG
36
Private Advisor Group
New Jersey
$113K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$76K +$16.3K +1,500 +27%
QL
38
Quarry LP
New York
$72.2K +$72.2K +6,595 New
AA
39
Ancora Advisors
Ohio
$50.9K – – –
CFD
40
Creative Financial Designs
Indiana
$45.1K – – –
Comerica Bank
41
Comerica Bank
Texas
$36.1K – – –
SWM
42
Sugarloaf Wealth Management
Georgia
$26.8K +$318 +29 +1%
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.5K +$142 +13 +1%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
IAIM
45
International Assets Investment Management
Florida
$5.56K +$5.05K +55,282 +995%
RCM
46
Raleigh Capital Management
North Carolina
$5.38K +$77 +7 +1%
Bessemer Group
47
Bessemer Group
New Jersey
$4K +$415 +38 +12%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2.46K – – –
GJWM
49
Gilliland Jeter Wealth Management
Arkansas
$2.19K – – –
TWC
50
TD Waterhouse Canada
Ontario, Canada
$1.75K – – –
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2
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