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 %
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
– -$1.63K -190 Closed
AWM
77
Avior Wealth Management
Nebraska
– -$1.24K -144 Closed
HNB
78
Huntington National Bank
Ohio
– -$146 – –
1 2 3
4