GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $47.2M invested in Gabelli Healthcare & Wellness Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.51M
2
KIM
2
Karpus Investment Management
New York
$9.57M
3
FAM
3
Formidable Asset Management
Ohio
$499K
4
MC
4
Matisse Capital
Oregon
$436K
5
SI
5
Stephens Inc
Arkansas
$766K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$1.8M
2
WAM
2
Wolverine Asset Management
Illinois
$85K
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
6M
4
6 Meridian
Kansas
$108K
5
FAAS
5
First Allied Advisory Services
California
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
26
Eudaimonia Partners
Tennessee
$265K -$24.2K -2,788 -8%
AA
27
Ancora Advisors
Ohio
$250K -$43.3K -5,000 -15%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$227K – – –
SKK
29
Shepherd Kaplan Krochuk
Massachusetts
$214K – – –
DA
30
Doliver Advisors
Texas
$214K +$66.2K +6,727 +45%
FFG
31
Ford Financial Group
California
$207K +$17.1K +1,974 +9%
ASN
32
Advisory Services Network
Georgia
$150K +$2.32K +268 +2%
Goldman Sachs
33
Goldman Sachs
New York
$147K +$147K +16,976 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$139K +$3.45K +400 +3%
TCWM
35
Total Clarity Wealth Management
Illinois
$136K -$13K -1,500 -9%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$135K +$135K +15,600 New
Stifel Financial
37
Stifel Financial
Missouri
$131K +$131K +15,000 New
UBS Group
38
UBS Group
Switzerland
$129K -$43.1K -4,979 -25%
6M
39
6 Meridian
Kansas
$108K -$155K -17,856 -59%
WAM
40
Wolverine Asset Management
Illinois
$85K -$322K -37,526 -79%
SWM
41
Sugarloaf Wealth Management
Georgia
$77K -$6.31K -663 -8%
GSWM
42
Golden State Wealth Management
California
$16K +$16K +1,811 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$13K +$13K +1,457 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$1.67K -187 -12%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Citigroup
46
Citigroup
New York
$10K – – –
AIC
47
Ameritas Investment Company
Nebraska
$10K +$10K +1,150 New
SPIA
48
Steward Partners Investment Advisory
New York
$7K – – –
GWM
49
Geneos Wealth Management
Colorado
$6K – – –
AWM
50
Avior Wealth Management
Nebraska
$6K +$6K +800 New
1
2
3