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 %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$5.6K – – –
TRCT
53
Tower Research Capital (TRC)
New York
$5.32K +$3.84K +412 +261%
RCM
54
Raleigh Capital Management
North Carolina
$4.39K +$65 +7 +2%
Bessemer Group
55
Bessemer Group
New Jersey
$3K -$1.62K -148 -35%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$2.1K – – –
TWC
57
TD Waterhouse Canada
Ontario, Canada
$1.52K -$66.5K -7,000 -98%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$1.42K +$1.42K +152 New
HI
59
Harbour Investments
Wisconsin
$1.12K – – –
CA
60
Clearstead Advisors
Ohio
$903 -$866 -93 -49%
US Bancorp
61
US Bancorp
Minnesota
$812 – – –
CWC
62
Carolinas Wealth Consulting
North Carolina
$690 – – –
SWA
63
SOA Wealth Advisors
New York
$560 – – –
PS
64
Principal Securities
Iowa
$467 +$467 +50 New
AWM
65
Able Wealth Management
New Jersey
$467 +$467 +50 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$448 – – –
MRCM
67
M&R Capital Management
New Jersey
$429 – – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$159 – – –
KFI
69
Key Financial Inc
Pennsylvania
$93 – – –
MCM
70
MidAtlantic Capital Management
Virginia
$93 +$93 +10 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$90 +$81 +9 +900%
AW
72
Atlas Wealth
Ohio
– -$657K -76,608 Closed
EP
73
Eudaimonia Partners
Tennessee
– -$418K -48,713 Closed
RJFSA
74
Raymond James Financial Services Advisors
Florida
– -$105K -12,186 Closed
TWM
75
Tradition Wealth Management
Minnesota
– -$3K -346 Closed
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3
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