GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

67 hedge funds and large institutions have $43.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$14.8M
2
AW
2
Atlas Wealth
Ohio
$749K
3
LPL Financial
3
LPL Financial
California
$690K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$1.11M
5
ACP
5
Aviance Capital Partners
Florida
$1.23M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
CA
2
Cornerstone Advisors
North Carolina
$1.34M
3
RL
3
RPO LLC
Connecticut
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
LSC
5
Logan Stone Capital
Illinois
$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$14.8M +$7.03M +733,339 +90%
Wells Fargo
2
Wells Fargo
California
$3.49M -$40.4K -4,220 -1%
GI
3
GAMCO Investors
Connecticut
$3.08M – – –
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.16M +$28.9K +3,020 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.86M +$24.7K +2,575 +1%
AA
6
AQR Arbitrage
Connecticut
$1.8M -$169K -17,637 -9%
CA
7
Cornerstone Advisors
North Carolina
$1.34M -$1.71M -178,318 -56%
BPA
8
Beacon Pointe Advisors
California
$1.28M -$150K -15,625 -10%
ACP
9
Aviance Capital Partners
Florida
$1.23M +$59.3K +6,190 +5%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$1.11M +$234K +24,430 +27%
SI
11
Stephens Inc
Arkansas
$1.11M +$8.08K +843 +0.7%
SA
12
Sanctuary Advisors
Indiana
$1.06M +$1.06M +111,998 New
MC
13
Matisse Capital
Oregon
$969K – – –
UBS Group
14
UBS Group
Switzerland
$798K -$19.6K -2,043 -2%
AW
15
Atlas Wealth
Ohio
$749K +$749K +79,488 New
LSC
16
Logan Stone Capital
Illinois
$713K -$676K -70,591 -49%
CL
17
CSS LLC
Illinois
$693K – – –
LPL Financial
18
LPL Financial
California
$690K +$497K +51,851 +257%
NA
19
NewEdge Advisors
Louisiana
$632K +$23.4K +2,446 +4%
QC
20
Quantedge Capital
Singapore
$531K -$77.6K -8,100 -13%
9WM
21
9258 Wealth Management
Ohio
$460K -$90.5K -9,445 -16%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$363K -$393 -41 -0.1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$333K -$19.5K -2,039 -6%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$328K -$8.16K -852 -2%
LCM
25
Landscape Capital Management
New Jersey
$326K -$123K -12,830 -27%
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