GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $53.4M invested in Gabelli Healthcare & Wellness Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$13.5M
2
WAM
Wolverine Asset Management
Illinois
$1.06M
3
UR
USCA RIA
Texas
$422K
4
DA
Doliver Advisors
Texas
$330K
5
CA
Cornerstone Advisors
North Carolina
$2.22M

Top Sellers

1
FAAS
First Allied Advisory Services
California
$0
2
FAM
Formidable Asset Management
Ohio
$0
3
Bank of America
Bank of America
North Carolina
$1.2M
4
RJA
Raymond James & Associates
Florida
$1.69M
5
9WM
9258 Wealth Management
Ohio
$871K
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
26
Eudaimonia Partners
Tennessee
$323K +$3.93K +381 +1%
GC
27
Guggenheim Capital
Illinois
$313K +$138K +13,380 +79%
AA
28
Ancora Advisors
Ohio
$293K – – –
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$267K -$3.44K -333 -1%
SKK
30
Shepherd Kaplan Krochuk
Massachusetts
$256K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$233K -$2.06K -200 -0.9%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$231K +$64.5K +6,240 +39%
FFG
33
Ford Financial Group
California
$220K -$27.8K -2,700 -11%
COLIM
34
City of London Investment Management
United Kingdom
$173K -$89.8K -8,700 -34%
MML Investors Services
35
MML Investors Services
Massachusetts
$171K -$50.6K -4,921 -23%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$162K -$21.7K -2,000 -12%
Stifel Financial
37
Stifel Financial
Missouri
$155K – – –
ASN
38
Advisory Services Network
Georgia
$119K -$61.8K -5,989 -34%
CRC
39
Curi RMB Capital
Illinois
$110K +$110K +10,631 New
SWM
40
Sugarloaf Wealth Management
Georgia
$94K +$1.26K +122 +1%
GSWM
41
Golden State Wealth Management
California
$19K +$19K +1,811 New
SFS
42
Sowell Financial Services
Arkansas
$18K +$51 +5 +0.3%
Citigroup
43
Citigroup
New York
$12K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
GWM
45
Geneos Wealth Management
Colorado
$8K – – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$39 +4 +0.5%
FHA
47
Flagship Harbor Advisors
Massachusetts
$5K – – –
FCB
48
First Command Bank
Texas
$5K +$5K +504 New
FCFS
49
First Command Financial Services
Texas
$5K +$5K +504 New
EIP
50
Ellis Investment Partners
Pennsylvania
$4K – – –
1
2
3