GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $46.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$8.36M
2
CA
2
Cetera Advisors
Colorado
$2.25M
3
MC
3
Matisse Capital
Oregon
$1.04M
4
AA
4
AQR Arbitrage
Connecticut
$2.1M
5
LSC
5
Logan Stone Capital
Illinois
$1.49M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.96M
3
Wells Fargo
3
Wells Fargo
California
$3.77M
4
AC
4
Almitas Capital
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$172K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$8.36M 816,441 +480,581 +143%
Wells Fargo
2
Wells Fargo
California
$3.77M 368,007 -49,342 -12%
GI
3
GAMCO Investors
Connecticut
$3.29M 321,206 – –
CA
4
Cornerstone Advisors
North Carolina
$3.26M 318,012 +7,292 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.28M 222,195 +4,818 +2%
CA
6
Cetera Advisors
Colorado
$2.25M 220,106 +220,106 New
AA
7
AQR Arbitrage
Connecticut
$2.1M 205,253 +24,893 +14%
Morgan Stanley
8
Morgan Stanley
New York
$1.96M 191,698 -194,880 -50%
WAM
9
Wolverine Asset Management
Illinois
$1.85M 180,190 +12,666 +8%
BPA
10
Beacon Pointe Advisors
California
$1.53M 149,400 +300 +0.2%
LSC
11
Logan Stone Capital
Illinois
$1.49M 145,051 +23,210 +19%
RL
12
RPO LLC
Connecticut
$1.39M 136,169 – –
ACP
13
Aviance Capital Partners
Florida
$1.25M 121,893 +3,101 +3%
SI
14
Stephens Inc
Arkansas
$1.18M 114,908 -8,595 -7%
MC
15
Matisse Capital
Oregon
$1.04M 101,196 +70,777 +233%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$937K 91,489 +4,481 +5%
UBS Group
17
UBS Group
Switzerland
$873K 85,301 -7,692 -8%
AWS
18
Atria Wealth Solutions
New York
$790K 77,108 -11,246 -13%
CL
19
CSS LLC
Illinois
$741K 72,389 +1,069 +1%
NA
20
NewEdge Advisors
Louisiana
$650K 63,502 +18,746 +42%
QC
21
Quantedge Capital
Singapore
$650K 63,496 -5,900 -9%
BFM
22
Boothbay Fund Management
New York
$627K 61,276 – –
9WM
23
9258 Wealth Management
Ohio
$589K 57,509 +97 +0.2%
LCM
24
Landscape Capital Management
New Jersey
$480K 46,827 -1,921 -4%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$388K 37,938 -1,250 -3%
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