GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $50.9M invested in Gabelli Healthcare & Wellness Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.7M
2
SIA
2
Sit Investment Associates
Minnesota
$3.54M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$959K
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
SCM
5
Saba Capital Management
New York
$18.4M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
Cerity Partners
2
Cerity Partners
New York
$0
3
QC
3
Quantedge Capital
Singapore
$126K
4
AA
4
AQR Arbitrage
Connecticut
$1.36M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$18.4M 1,911,034 +64,135 +3%
Wells Fargo
2
Wells Fargo
California
$4.12M 427,010 +75,148 +21%
SIA
3
Sit Investment Associates
Minnesota
$3.54M 367,035 +166,619 +83%
GI
4
GAMCO Investors
Connecticut
$3.3M 342,226 +33,000 +11%
LPL Financial
5
LPL Financial
California
$2.7M 280,349 +200,905 +253%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$1.98M 205,798 +37,481 +22%
Morgan Stanley
7
Morgan Stanley
New York
$1.8M 186,537 -2,856 -2%
SA
8
Sanctuary Advisors
Indiana
$1.55M 150,226 +10,486 +8%
AA
9
AQR Arbitrage
Connecticut
$1.36M 140,721 -17,697 -11%
ACP
10
Aviance Capital Partners
Florida
$1.2M 124,141 -5,166 -4%
BPA
11
Beacon Pointe Advisors
California
$1.18M 122,000 -8,875 -7%
SI
12
Stephens Inc
Arkansas
$1.05M 108,534 +8,633 +9%
MC
13
Matisse Capital
Oregon
$976K 101,196 – –
Capstone Investment Advisors
14
Capstone Investment Advisors
New York
$959K 99,441 +81,981 +470%
AIA
15
Absolute Investment Advisers
Florida
$813K 84,299 +39,552 +88%
UBS Group
16
UBS Group
Switzerland
$711K 73,768 -7,636 -9%
CL
17
CSS LLC
Illinois
$654K 67,883 -506 -0.7%
NA
18
NewEdge Advisors
Louisiana
$600K 62,266 -238 -0.4%
WA
19
Waverly Advisors
Alabama
$473K 49,035 +49,035 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$367K 38,033 +21,216 +126%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$342K 35,435 +93 +0.3%
Osaic Holdings
22
Osaic Holdings
Arizona
$284K 29,420 +238 +0.8%
QL
23
Quarry LP
New York
$281K 29,140 +22,545 +342%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$265K 27,527 -2,027 -7%
Creative Planning
25
Creative Planning
Kansas
$259K 26,909 -2,471 -8%
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