GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Trends Analyst Outlook Journalist POV

67 hedge funds and large institutions have $43.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$7.03M
2
+$749K
3
+$497K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$234K
5
ACP
Aviance Capital Partners
Florida
+$59.3K

Top Sellers

1
-$1.85M
2
-$1.71M
3
-$1.39M
4
AWS
Atria Wealth Solutions
New York
-$790K
5
LSC
Logan Stone Capital
Illinois
-$676K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$1.51K
52
$1.46K
53
$1.15K
54
$958
55
$956
56
$833
57
$797
58
$709
59
$575
60
$479
61
$460
62
$287
63
$278
64
$163
65
$96
66
$57
67
$52
68
–
69
–
70
–
71
–
72
–
73
–
1 2
3