GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $40.9M invested in Gabelli Healthcare & Wellness Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$1.63M
2
CA
2
Cornerstone Advisors
North Carolina
$2.21M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.31M
4
WAM
4
Wolverine Asset Management
Illinois
$1.03M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$236K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5K
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$585K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$4.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.1M
5
SBIA
5
Sheaff Brock Investment Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.63M 558,207 -17,520 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$4.23M 418,867 -54,720 -12%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.31M 328,224 +89,768 +38%
Morgan Stanley
4
Morgan Stanley
New York
$3.1M 306,834 -39,821 -11%
GI
5
GAMCO Investors
Connecticut
$3.07M 304,226 – –
CA
6
Cornerstone Advisors
North Carolina
$2.21M 218,988 +100,117 +84%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.14M 212,438 +14,990 +8%
BPA
8
Beacon Pointe Advisors
California
$1.63M 161,700 +161,700 New
UBS Group
9
UBS Group
Switzerland
$1.59M 157,186 -8,079 -5%
ACP
10
Aviance Capital Partners
Florida
$1.44M 143,149 +4,258 +3%
WAM
11
Wolverine Asset Management
Illinois
$1.03M 102,494 +63,372 +162%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$953K 94,404 +1,736 +2%
AWS
13
Atria Wealth Solutions
New York
$944K 93,523 +871 +0.9%
SI
14
Stephens Inc
Arkansas
$899K 89,100 +5,230 +6%
AW
15
Atlas Wealth
Ohio
$761K 75,458 -13,920 -16%
CL
16
CSS LLC
Illinois
$671K 66,463 +989 +2%
LSC
17
Logan Stone Capital
Illinois
$654K 64,830 +18,838 +41%
9WM
18
9258 Wealth Management
Ohio
$606K 60,048 +156 +0.3%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$585K 57,943 -62,097 -52%
EP
20
Eudaimonia Partners
Tennessee
$492K 48,743 +221 +0.5%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$483K 47,834 -8,196 -15%
QC
22
Quantedge Capital
Singapore
$411K 40,696 +7,000 +21%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$404K 40,066 +230 +0.6%
AA
24
AQR Arbitrage
Connecticut
$320K 31,720 +21,624 +214%
Osaic Holdings
25
Osaic Holdings
Arizona
$291K 28,845 -920 -3%
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