GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $39.7M invested in Gabelli Healthcare & Wellness Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.72M
2
RL
2
RPO LLC
Connecticut
$393K
3
WAM
3
Wolverine Asset Management
Illinois
$1.26M
4
AA
4
AQR Arbitrage
Connecticut
$554K
5
BFM
5
Boothbay Fund Management
New York
$177K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
Wells Fargo
2
Wells Fargo
California
$5.25M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$182K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.25M 526,843 -31,364 -6%
Lazard Asset Management
2
Lazard Asset Management
New York
$4.17M 418,867 – –
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.23M 323,895 -4,329 -1%
GI
4
GAMCO Investors
Connecticut
$3.19M 319,921 +15,695 +5%
Morgan Stanley
5
Morgan Stanley
New York
$2.79M 279,832 -27,002 -9%
CA
6
Cornerstone Advisors
North Carolina
$2.72M 273,034 +54,046 +25%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.04M 204,343 -8,095 -4%
UBS Group
8
UBS Group
Switzerland
$1.58M 158,384 +1,198 +0.8%
ACP
9
Aviance Capital Partners
Florida
$1.44M 144,838 +1,689 +1%
WAM
10
Wolverine Asset Management
Illinois
$1.26M 126,853 +24,359 +24%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$955K 95,896 +1,492 +2%
AWS
12
Atria Wealth Solutions
New York
$940K 94,330 +807 +0.9%
SI
13
Stephens Inc
Arkansas
$914K 91,756 +2,656 +3%
AW
14
Atlas Wealth
Ohio
$761K 76,608 +1,150 +2%
CL
15
CSS LLC
Illinois
$672K 67,464 +1,001 +2%
LSC
16
Logan Stone Capital
Illinois
$669K 67,130 +2,300 +4%
9WM
17
9258 Wealth Management
Ohio
$597K 59,907 -141 -0.2%
AA
18
AQR Arbitrage
Connecticut
$554K 55,666 +23,946 +75%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$512K 51,410 -6,533 -11%
EP
20
Eudaimonia Partners
Tennessee
$491K 49,310 +567 +1%
QC
21
Quantedge Capital
Singapore
$462K 46,396 +5,700 +14%
RL
22
RPO LLC
Connecticut
$393K 39,506 +39,506 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$370K 37,103 -2,963 -7%
Creative Planning
24
Creative Planning
Kansas
$317K 31,872 +3,054 +11%
LPL Financial
25
LPL Financial
California
$268K 26,861 +1,262 +5%
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