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 %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
– -$4.36K -438 Closed
WP
77
WealthPLAN Partners
Nebraska
– -$2.33K -234 Closed
CWA
78
Clearview Wealth Advisors
Oregon
– -$1.2K -121 Closed
1 2 3
4