GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

40 hedge funds and large institutions have $48.5M invested in Gabelli Healthcare & Wellness Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.8M
2
UR
2
USCA RIA
Texas
$799K
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$573K
4
TC
4
TFS Capital
Pennsylvania
$272K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$266K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.43M
2
GFM
2
Gramercy Funds Management
Connecticut
$122K
3
WAM
3
Wolverine Asset Management
Illinois
$207K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$1.1M
5
YCM
5
Yakira Capital Management
Connecticut
$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
26
Round Table Services
New Jersey
$123K – – –
GFM
27
Gramercy Funds Management
Connecticut
$122K -$1.31M -126,408 -92%
S
28
SignatureFD
Georgia
$55K – – –
UBS Group
29
UBS Group
Switzerland
$29K +$29K +2,779 New
ASN
30
Advisory Services Network
Georgia
$13K +$13K +1,200 New
GGPS
31
Gary Goldberg Planning Services
New York
$10K – – –
Citigroup
32
Citigroup
New York
$8K -$160 -16 -2%
Creative Planning
33
Creative Planning
Kansas
$6K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$5K +$84 +8 +2%
WF
35
WealthTrust Fairport
Ohio
$4K – – –
AIG
36
American International Group
New York
$1.19K – – –
US Bancorp
37
US Bancorp
Minnesota
$1K -$2.47K -215 -71%
1
2