GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

67 hedge funds and large institutions have $42.8M invested in Gabelli Healthcare & Wellness Trust in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.45M
2
AW
2
Atlas Wealth
Ohio
$919K
3
LSC
3
Logan Stone Capital
Illinois
$473K
4
CA
4
Cornerstone Advisors
North Carolina
$1.22M
5
WAM
5
Wolverine Asset Management
Illinois
$402K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.92M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
ACP
3
Aviance Capital Partners
Florida
$1.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.2M
5
GI
5
GAMCO Investors
Connecticut
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.92M 575,727 -176,733 -23%
Lazard Asset Management
2
Lazard Asset Management
New York
$4.87M 473,587 – –
Morgan Stanley
3
Morgan Stanley
New York
$3.56M 346,655 +639 +0.2%
GI
4
GAMCO Investors
Connecticut
$3.13M 304,226 -23,428 -7%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.45M 238,456 +238,456 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.2M 214,044 -26,947 -11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.03M 197,448 +24,596 +14%
UBS Group
8
UBS Group
Switzerland
$1.7M 165,265 -63,584 -28%
BA
9
Bennicas & Associates
California
$1.7M 165,200 -1,200 -0.7%
ACP
10
Aviance Capital Partners
Florida
$1.43M 138,891 -36,646 -21%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.23M 120,040 -10,613 -8%
CA
12
Cornerstone Advisors
North Carolina
$1.22M 118,871 +35,149 +42%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$953K 92,668 -5,106 -5%
AWS
14
Atria Wealth Solutions
New York
$952K 92,652 -3,935 -4%
AW
15
Atlas Wealth
Ohio
$919K 89,378 +89,378 New
SI
16
Stephens Inc
Arkansas
$862K 83,870 +18,320 +28%
CL
17
CSS LLC
Illinois
$673K 65,474 +936 +1%
9WM
18
9258 Wealth Management
Ohio
$616K 59,892 -8,382 -12%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$576K 56,030 +18,069 +48%
EP
20
Eudaimonia Partners
Tennessee
$499K 48,522 +2,279 +5%
LSC
21
Logan Stone Capital
Illinois
$473K 45,992 +45,992 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$410K 39,836 +1,103 +3%
WAM
23
Wolverine Asset Management
Illinois
$402K 39,122 +31,843 +437%
QC
24
Quantedge Capital
Singapore
$346K 33,696 +17,900 +113%
RJA
25
Raymond James & Associates
Florida
$326K 31,716 -2,863 -8%
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