GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $35.1M invested in Gabelli Healthcare & Wellness Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$1.38M
2
RL
2
RPO LLC
Connecticut
$937K
3
AA
3
AQR Arbitrage
Connecticut
$1.01M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$465K
5
AC
5
Almitas Capital
California
$273K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$479K
2
UBS Group
2
UBS Group
Switzerland
$1.14M
3
ACP
3
Aviance Capital Partners
Florida
$1.08M
4
NA
4
NewEdge Advisors
Louisiana
$257
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$5.15K +$5.15K +600 New
Bessemer Group
53
Bessemer Group
New Jersey
$4K +$359 +38 +10%
RCM
54
Raleigh Capital Management
North Carolina
$3.97K +$69 +8 +2%
TWM
55
Tradition Wealth Management
Minnesota
$3K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.93K -$5.26K -613 -73%
CA
57
Clearstead Advisors
Ohio
$1.63K +$826 +96 +102%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$1.63K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$1.36K +$1.36K +158 New
AWM
60
Avior Wealth Management
Nebraska
$1.24K – – –
HI
61
Harbour Investments
Wisconsin
$1.03K – – –
US Bancorp
62
US Bancorp
Minnesota
$746 – – –
CWC
63
Carolinas Wealth Consulting
North Carolina
$590 – – –
SWA
64
SOA Wealth Advisors
New York
$515 – – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$412 – – –
MRCM
66
M&R Capital Management
New Jersey
$395 – – –
NA
67
NewEdge Advisors
Louisiana
$257 -$135K -15,733 -100%
PWMG
68
Prestige Wealth Management Group
New Jersey
$146 – – –
HNB
69
Huntington National Bank
Ohio
$146 -$169 – –
KFI
70
Key Financial Inc
Pennsylvania
$86 – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$9 +$9 +1 New
COLIM
72
City of London Investment Management
United Kingdom
– -$115K -11,571 Closed
RA
73
Ruggaard & Associates
Ohio
– -$109K -10,983 Closed
Stifel Financial
74
Stifel Financial
Missouri
– -$108K -10,800 Closed
PIAS
75
PCA Investment Advisory Services
Ohio
– -$5.98K -600 Closed
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3
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