GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

71 hedge funds and large institutions have $41.8M invested in Gabelli Healthcare & Wellness Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$3.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.61M
3
AA
3
AQR Arbitrage
Connecticut
$1.68M
4
LSC
4
Logan Stone Capital
Illinois
$1.14M
5
NA
5
NewEdge Advisors
Louisiana
$424K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.89M
2
AW
2
Atlas Wealth
Ohio
$0
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$21.7K
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
UBS Group
5
UBS Group
Switzerland
$868K
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$3.9M 417,507 – –
Wells Fargo
2
Wells Fargo
California
$3.89M 417,349 -110,529 -21%
Morgan Stanley
3
Morgan Stanley
New York
$3.61M 386,578 +110,556 +40%
SCM
4
Saba Capital Management
New York
$3.13M 335,860 +335,860 New
GI
5
GAMCO Investors
Connecticut
$3M 321,206 +1,285 +0.4%
CA
6
Cornerstone Advisors
North Carolina
$2.9M 310,720 +21,613 +7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.03M 217,377 +8,029 +4%
AA
8
AQR Arbitrage
Connecticut
$1.68M 180,360 +62,866 +54%
WAM
9
Wolverine Asset Management
Illinois
$1.56M 167,524 +34,019 +25%
BPA
10
Beacon Pointe Advisors
California
$1.39M 149,100 -11,300 -7%
RL
11
RPO LLC
Connecticut
$1.27M 136,169 +27,000 +25%
SI
12
Stephens Inc
Arkansas
$1.15M 123,503 +13,209 +12%
LSC
13
Logan Stone Capital
Illinois
$1.14M 121,841 +51,414 +73%
ACP
14
Aviance Capital Partners
Florida
$1.11M 118,792 -7,082 -6%
UBS Group
15
UBS Group
Switzerland
$868K 92,993 -39,996 -30%
AWS
16
Atria Wealth Solutions
New York
$824K 88,354 -6,860 -7%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$812K 87,008 -10,664 -11%
CL
18
CSS LLC
Illinois
$665K 71,320 +2,708 +4%
QC
19
Quantedge Capital
Singapore
$647K 69,396 +15,200 +28%
BFM
20
Boothbay Fund Management
New York
$572K 61,276 +12,150 +25%
9WM
21
9258 Wealth Management
Ohio
$536K 57,412 -1,120 -2%
LCM
22
Landscape Capital Management
New Jersey
$455K 48,748 +32,241 +195%
NA
23
NewEdge Advisors
Louisiana
$424K 44,756 +44,726 +149,087%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$366K 39,188 -10,321 -21%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$347K 37,190 +120 +0.3%
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