GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

61 hedge funds and large institutions have $60.1M invested in Gabelli Healthcare & Wellness Trust in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.58M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$282K
3
Bank of America
3
Bank of America
North Carolina
$722K
4
DA
4
Doliver Advisors
Texas
$115K
5
Wells Fargo
5
Wells Fargo
California
$3.18M

Top Sellers

1
UR
1
USCA RIA
Texas
$244K
2
CRC
2
Curi RMB Capital
Illinois
$253K
3
FAAS
3
First Allied Advisory Services
California
$6.89M
4
AA
4
Ancora Advisors
Ohio
$705K
5
KIM
5
Karpus Investment Management
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$165K – – –
FFG
27
Ford Financial Group
California
$139K +$21.2K +2,025 +18%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$132K -$28.5K -2,717 -18%
BRWA
29
B. Riley Wealth Advisors
Florida
$116K -$9.34K -882 -7%
DA
30
Doliver Advisors
Texas
$115K +$115K +10,900 New
AG
31
Advisor Group
Arizona
$67K -$41.9K -4,018 -38%
UBS Group
32
UBS Group
Switzerland
$61K +$31 +3 +0.1%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$58K -$4.73K -450 -8%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$42.9K – – –
BAM
35
Bruderman Asset Management
New York
$32K – – –
RFM
36
Royal Fund Management
Florida
$27K +$9.99K +973 +59%
PA
37
Parallel Advisors
California
$21K -$21K -1,955 -50%
GWM
38
Geneos Wealth Management
Colorado
$20K – – –
GSWM
39
Golden State Wealth Management
California
$19K +$19K +1,811 New
ASN
40
Advisory Services Network
Georgia
$14K – – –
Citigroup
41
Citigroup
New York
$12K -$11.8K -1,113 -50%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +850 New
JWM
43
Janiczek Wealth Management
Colorado
$6K +$6K +604 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$5K +$68 +7 +1%
WF
45
WealthTrust Fairport
Ohio
$4K – – –
TFS
46
TrustCore Financial Services
Tennessee
$4K – – –
KPW
47
Kore Private Wealth
New York
$4K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2K – – –
CHC
49
City Holding Co
West Virginia
$2K – – –
CA
50
Centerpoint Advisors
Massachusetts
$1K – – –
1
2
3