GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $46.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$8.36M
2
CA
2
Cetera Advisors
Colorado
$2.25M
3
MC
3
Matisse Capital
Oregon
$1.04M
4
AA
4
AQR Arbitrage
Connecticut
$2.1M
5
LSC
5
Logan Stone Capital
Illinois
$1.49M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.96M
3
Wells Fargo
3
Wells Fargo
California
$3.77M
4
AC
4
Almitas Capital
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
51
Bessemer Group
New Jersey
$3K -$235 -20 -7%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$2.3K – – –
GJWM
53
Gilliland Jeter Wealth Management
Arkansas
$2.05K +$2.05K +200 New
TWC
54
TD Waterhouse Canada
Ontario, Canada
$1.58K – – –
AssetMark Inc
55
AssetMark Inc
California
$1.27K +$1.27K +124 New
HI
56
Harbour Investments
Wisconsin
$1.23K – – –
HNB
57
Hilltop National Bank
Wyoming
$1.02K +$1.02K +100 New
CA
58
Clearstead Advisors
Ohio
$956 +$10 +1 +1%
US Bancorp
59
US Bancorp
Minnesota
$891 – – –
CA
60
Continuum Advisory
Idaho
$794 +$794 +82 New
CWC
61
Carolinas Wealth Consulting
North Carolina
$758 – – –
SWA
62
SOA Wealth Advisors
New York
$614 – – –
PS
63
Principal Securities
Iowa
$512 – – –
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$492 – – –
MRCM
65
M&R Capital Management
New Jersey
$471 – – –
PWMG
66
Prestige Wealth Management Group
New Jersey
$175 – – –
MCM
67
MidAtlantic Capital Management
Virginia
$102 – – –
KFI
68
Key Financial Inc
Pennsylvania
$102 – – –
AF
69
Allworth Financial
California
$52 +$52 +5 New
Lazard Asset Management
70
Lazard Asset Management
New York
– -$3.9M -417,507 Closed
AC
71
Almitas Capital
California
– -$312K -33,418 Closed
KIM
72
Karpus Investment Management
New York
– -$149K -16,000 Closed
Cerity Partners
73
Cerity Partners
New York
– -$106K -11,347 Closed
USCWA
74
U.S. Capital Wealth Advisors
Texas
– -$93.3K -10,000 Closed
TJHA
75
Thomas J. Herzfeld Advisors
Florida
– -$21.7K -2,330 Closed
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