GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

64 hedge funds and large institutions have $62.1M invested in Gabelli Healthcare & Wellness Trust in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.2M
2
ACP
2
Aviance Capital Partners
Florida
$1M
3
Invesco
3
Invesco
Georgia
$520K
4
BA
4
Bennicas & Associates
California
$2M
5
EP
5
Eudaimonia Partners
Tennessee
$384K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
GI
2
GAMCO Investors
Connecticut
$3.34M
3
FAM
3
Formidable Asset Management
Ohio
$0
4
RJA
4
Raymond James & Associates
Florida
$1.2M
5
KIM
5
Karpus Investment Management
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$316K 27,449 +27,449 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$302K 26,218 -1,365 -5%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$302K 26,201 – –
AG
29
Advisor Group
Arizona
$295K 25,610 +15,164 +145%
SKK
30
Shepherd Kaplan Krochuk
Massachusetts
$285K 24,760 – –
FFG
31
Ford Financial Group
California
$253K 21,980 +634 +3%
UBS Group
32
UBS Group
Switzerland
$229K 19,875 +5,829 +41%
TCWM
33
Total Clarity Wealth Management
Illinois
$198K 17,200 +17,200 New
ASN
34
Advisory Services Network
Georgia
$196K 17,050 +15,729 +1,191%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$181K 15,714 – –
DA
36
Doliver Advisors
Texas
$173K 15,021 +15,021 New
LCM
37
Landscape Capital Management
New Jersey
$167K 14,525 +14,525 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$124K 10,776 -2,000 -16%
SWM
39
Sugarloaf Wealth Management
Georgia
$101K 8,757 +8,757 New
RFM
40
Royal Fund Management
Florida
$32K 2,812 -91 -3%
FIA
41
FNY Investment Advisers
New York
$28K 2,473 +2,473 New
PA
42
Parallel Advisors
California
$22K 1,951 – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$18K 1,530 +10 +0.7%
Citigroup
44
Citigroup
New York
$13K 1,130 – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$11K 850 – –
SPIA
46
Steward Partners Investment Advisory
New York
$9K 830 – –
GWM
47
Geneos Wealth Management
Colorado
$9K 794 – –
VFA
48
Valeo Financial Advisors
Indiana
$6K 500 – –
FHA
49
Flagship Harbor Advisors
Massachusetts
$6K 535 +7 +1%
TFS
50
TrustCore Financial Services
Tennessee
$5K 406 – –
1
2
3