GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $52.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$20.2M
2
SIA
2
Sit Investment Associates
Minnesota
$2.2M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.84M
4
AIA
4
Absolute Investment Advisers
Florida
$490K
5
Cerity Partners
5
Cerity Partners
New York
$353K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
LSC
3
Logan Stone Capital
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
AQR Arbitrage
Connecticut
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$20.2M 1,846,899 +297,119 +19%
Wells Fargo
2
Wells Fargo
California
$3.85M 351,862 -11,925 -3%
GI
3
GAMCO Investors
Connecticut
$3.39M 309,226 -11,980 -4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.46M 224,665 -550 -0.2%
SIA
5
Sit Investment Associates
Minnesota
$2.2M 200,416 +200,416 New
Morgan Stanley
6
Morgan Stanley
New York
$2.07M 189,393 -4,880 -3%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$1.84M 168,317 +52,398 +45%
AA
8
AQR Arbitrage
Connecticut
$1.73M 158,418 -29,198 -16%
BPA
9
Beacon Pointe Advisors
California
$1.43M 130,875 -2,900 -2%
SA
10
Sanctuary Advisors
Indiana
$1.42M 139,740 +27,742 +25%
ACP
11
Aviance Capital Partners
Florida
$1.42M 129,307 +1,224 +1%
MC
12
Matisse Capital
Oregon
$1.11M 101,196 – –
SI
13
Stephens Inc
Arkansas
$1.09M 99,901 -15,850 -14%
UBS Group
14
UBS Group
Switzerland
$891K 81,404 -1,854 -2%
LPL Financial
15
LPL Financial
California
$870K 79,444 +7,388 +10%
CL
16
CSS LLC
Illinois
$749K 68,389 -4,000 -6%
NA
17
NewEdge Advisors
Louisiana
$684K 62,504 -3,444 -5%
9WM
18
9258 Wealth Management
Ohio
$528K 48,212 +148 +0.3%
AIA
19
Absolute Investment Advisers
Florida
$490K 44,747 +44,747 New
QC
20
Quantedge Capital
Singapore
$390K 35,596 -19,800 -36%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$387K 35,342 +573 +2%
Cerity Partners
22
Cerity Partners
New York
$353K 32,208 +32,208 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$324K 29,554 -4,703 -14%
Creative Planning
24
Creative Planning
Kansas
$322K 29,380 +95 +0.3%
Osaic Holdings
25
Osaic Holdings
Arizona
$320K 29,182 +6,632 +29%
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