GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

67 hedge funds and large institutions have $64.3M invested in Gabelli Healthcare & Wellness Trust in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
GAMCO Investors
Connecticut
$3.43M
2
CWM
2
Cornerstone Wealth Management
Missouri
$839K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.84M
4
KIM
4
Karpus Investment Management
New York
$10M
5
RJA
5
Raymond James & Associates
Florida
$2.17M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.61M
2
Citigroup
2
Citigroup
New York
$2.49M
3
SCM
3
Sterneck Capital Management
Missouri
$1.8M
4
MC
4
Matisse Capital
Oregon
$940K
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$476K -$186K -18,507 -28%
COLIM
27
City of London Investment Management
United Kingdom
$456K – – –
FIMG
28
Financial & Investment Management Group
Michigan
$375K +$145K +14,481 +63%
6M
29
6 Meridian
Kansas
$312K +$29.9K +2,982 +11%
BC
30
Brinker Capital
Pennsylvania
$253K -$33.9K -3,382 -12%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$208K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$157K – – –
UBS Group
33
UBS Group
Switzerland
$154K +$11K +1,103 +8%
SKK
34
Shepherd Kaplan Krochuk
Massachusetts
$152K – – –
BF
35
BOK Financial
Oklahoma
$148K -$15.6K -1,560 -10%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$128K -$160 -16 -0.1%
Bank of America
37
Bank of America
North Carolina
$121K +$469 +47 +0.4%
AG
38
Advisor Group
Arizona
$116K – – –
GC
39
Guggenheim Capital
Illinois
$112K +$112K +11,212 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$105K – – –
ACM
41
AlphaStar Capital Management
North Carolina
$104K -$100 -10 -0.1%
IA
42
IFP Advisors
Florida
$59K – – –
KCPG
43
Kavar Capital Partners Group
Kansas
$45K – – –
RCAG
44
Rehmann Capital Advisory Group
Michigan
$40.9K – – –
BAM
45
Bruderman Asset Management
New York
$30K – – –
SEI Investments
46
SEI Investments
Pennsylvania
$24K +$9.87K +987 +70%
GWM
47
Geneos Wealth Management
Colorado
$19K – – –
GBBWRPM
48
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K – – –
ASN
49
Advisory Services Network
Georgia
$14K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$8K – – –
1
2
3