GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $50.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.7M
2
SIA
2
Sit Investment Associates
Minnesota
$3.54M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$959K
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
SCM
5
Saba Capital Management
New York
$18.4M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
Cerity Partners
2
Cerity Partners
New York
$0
3
QC
3
Quantedge Capital
Singapore
$126K
4
AA
4
AQR Arbitrage
Connecticut
$1.36M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UPS
26
UHLMANN PRICE SECURITIES
Illinois
$235K 24,385 +370 +2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$222K 22,983 -5,588 -20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$190K 19,672 -668 -3%
Raymond James Financial
29
Raymond James Financial
Florida
$171K 17,706 +17,706 New
IAA
30
Independent Advisor Alliance
North Carolina
$147K 15,225 +15,225 New
QC
31
Quantedge Capital
Singapore
$126K 13,046 -22,550 -63%
WCM
32
Winebrenner Capital Management
Kentucky
$125K 13,000 +13,000 New
Bank of America
33
Bank of America
North Carolina
$124K 12,822 -987 -7%
PAG
34
Private Advisor Group
New Jersey
$99.2K 10,288 – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$54K 5,618 -1,361 -20%
AA
36
Ancora Advisors
Ohio
$49.6K 5,150 +500 +11%
CFD
37
Creative Financial Designs
Indiana
$39.7K 4,120 – –
Comerica Bank
38
Comerica Bank
Texas
$31.8K 3,300 – –
SPIA
39
Steward Partners Investment Advisory
New York
$22.7K 2,350 +2,350 New
SWM
40
Sugarloaf Wealth Management
Georgia
$20.9K 2,166 -280 -11%
GSWM
41
Golden State Wealth Management
California
$17.5K 1,811 +1,811 New
VHAM
42
Van Hulzen Asset Management
California
$9.64K 1,000 +1,000 New
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.37K 972 +15 +2%
HNB
44
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8K 850 – –
CB
46
Community Bank
New York
$4.82K 500 +500 New
RCM
47
Raleigh Capital Management
North Carolina
$4.81K 499 +7 +1%
LDB
48
Lee, Danner & Bass
Tennessee
$4.1K 425 +425 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$2.17K 225 – –
AIM
50
Anchor Investment Management
South Carolina
$1.58K 164 +164 New
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