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GRX

Gabelli Healthcare & Wellness Trust
GRX

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

19% more capital invested

Capital invested by funds: $35.1M → $41.8M (+$6.7M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

2.26% more ownership

Funds ownership: 23.85% → 26.11% (+2.3%)

1% more funds holding

Funds holding: 70 → 71 (+1)

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

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$2.89M
2
Morgan Stanley
Morgan Stanley
New York
+$950K
3
AA
AQR Arbitrage
Connecticut
+$540K
4
LSC
Logan Stone Capital
Illinois
+$442K
5
NA
NewEdge Advisors
Louisiana
+$384K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$949K
2
AW
Atlas Wealth
Ohio
-$657K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$459K
4
EP
Eudaimonia Partners
Tennessee
-$418K
5
UBS Group
UBS Group
Switzerland
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$3.54K +412 +261%
RCM
54
Raleigh Capital Management
North Carolina
$4.39K +$60 +7 +2%
Bessemer Group
55
Bessemer Group
New Jersey
$3K -$1.27K -148 -35%
JP Morgan Chase
56
JP Morgan Chase
New York
$2.1K – – –
TWC
57
TD Waterhouse Canada
Ontario, Canada
$1.52K -$60.1K -7,000 -98%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$1.42K +$1.31K +152 New
HI
59
Harbour Investments
Wisconsin
$1.12K – – –
CA
60
Clearstead Advisors
Ohio
$903 -$799 -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 – – –
AWM
64
Able Wealth Management
New Jersey
$467 +$430 +50 New
PS
65
Principal Securities
Iowa
$467 +$430 +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 +$86 +10 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$90 +$77 +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
1 2
3
4

GRX Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q4 2023, worth a combined $41.8M — up 19% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GRX positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $2.89M. The largest seller was Wells Fargo, cutting an estimated $949K.

  • 71 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $41.8M of Gabelli Healthcare & Wellness Trust stock for Q4 2023, up 19% quarter-over-quarter.
  • 7 funds opened new Gabelli Healthcare & Wellness Trust positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Gabelli Healthcare & Wellness Trust buyer in Q4 2023 was Saba Capital Management, an estimated $2.89M added.
  • The largest Gabelli Healthcare & Wellness Trust seller in Q4 2023 was Wells Fargo, an estimated $949K sold.

Based on aggregated 13F filings for Q4 2023.