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 %
ASN
76
Advisory Services Network
Georgia
– -$8.4K -901 Closed
TRCT
77
Tower Research Capital (TRC)
New York
– -$5.32K -570 Closed
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
– -$1.42K -152 Closed
AWM
79
Able Wealth Management
New Jersey
– -$467 -50 Closed
Fidelity Investments
80
Fidelity Investments
Massachusetts
– -$90 -10 Closed
1 2 3
4