GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $35.1M invested in Gabelli Healthcare & Wellness Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$1.38M
2
RL
2
RPO LLC
Connecticut
$937K
3
AA
3
AQR Arbitrage
Connecticut
$1.01M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$465K
5
AC
5
Almitas Capital
California
$273K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$479K
2
UBS Group
2
UBS Group
Switzerland
$1.14M
3
ACP
3
Aviance Capital Partners
Florida
$1.08M
4
NA
4
NewEdge Advisors
Louisiana
$257
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.53M 527,878 +1,035 +0.2%
Lazard Asset Management
2
Lazard Asset Management
New York
$3.58M 417,507 -1,360 -0.3%
GI
3
GAMCO Investors
Connecticut
$2.74M 319,921 – –
CA
4
Cornerstone Advisors
North Carolina
$2.48M 289,107 +16,073 +6%
Morgan Stanley
5
Morgan Stanley
New York
$2.37M 276,022 -3,810 -1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.8M 209,348 +5,005 +2%
BPA
7
Beacon Pointe Advisors
California
$1.38M 160,400 +160,400 New
WAM
8
Wolverine Asset Management
Illinois
$1.15M 133,505 +6,652 +5%
UBS Group
9
UBS Group
Switzerland
$1.14M 132,989 -25,395 -16%
ACP
10
Aviance Capital Partners
Florida
$1.08M 125,874 -18,964 -13%
AA
11
AQR Arbitrage
Connecticut
$1.01M 117,494 +61,828 +111%
SI
12
Stephens Inc
Arkansas
$946K 110,294 +18,538 +20%
RL
13
RPO LLC
Connecticut
$937K 109,169 +69,663 +176%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$838K 97,672 +1,776 +2%
AWS
15
Atria Wealth Solutions
New York
$817K 95,214 +884 +0.9%
AW
16
Atlas Wealth
Ohio
$657K 76,608 – –
LSC
17
Logan Stone Capital
Illinois
$604K 70,427 +3,297 +5%
CL
18
CSS LLC
Illinois
$589K 68,612 +1,148 +2%
9WM
19
9258 Wealth Management
Ohio
$502K 58,532 -1,375 -2%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$479K 55,788 -268,107 -83%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$465K 54,197 +54,197 New
QC
22
Quantedge Capital
Singapore
$465K 54,196 +7,800 +17%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$425K 49,509 -1,901 -4%
BFM
24
Boothbay Fund Management
New York
$422K 49,126 +31,348 +176%
EP
25
Eudaimonia Partners
Tennessee
$418K 48,713 -597 -1%
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