GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

74 hedge funds and large institutions have $63.2M invested in Gabelli Healthcare & Wellness Trust in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
12
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$2.46M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.11M
3
FAM
3
Formidable Asset Management
Ohio
$599K
4
QC
4
Quantedge Capital
Singapore
$558K
5
UBS Group
5
UBS Group
Switzerland
$1.92M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$220K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.54M
3
OA
3
Oxbow Advisors
Texas
$0
4
CA
4
Cornerstone Advisors
North Carolina
$2.13M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$358K 29,922 +29,922 New
AA
27
Ancora Advisors
Ohio
$340K 28,424 – –
GC
28
Guggenheim Capital
Illinois
$315K 26,440 -3,863 -13%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$309K 25,868 – –
AA
30
Advisory Alpha
Michigan
$300K 25,115 +25,115 New
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$296K 24,760 – –
Osaic Holdings
32
Osaic Holdings
Arizona
$295K 24,673 +2,025 +9%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$267K 22,354 – –
WAM
34
Wolverine Asset Management
Illinois
$220K 18,435 -84,555 -82%
COLIM
35
City of London Investment Management
United Kingdom
$200K 16,756 – –
Stifel Financial
36
Stifel Financial
Missouri
$179K 15,000 – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$145K 12,204 +12,204 New
ASN
38
Advisory Services Network
Georgia
$135K 11,293 -241 -2%
SWM
39
Sugarloaf Wealth Management
Georgia
$112K 9,350 +211 +2%
FIA
40
FNY Investment Advisers
New York
$33K 2,776 +2,776 New
FEG
41
Financial Enhancement Group
Indiana
$29K 2,402 +2,402 New
SFS
42
Sowell Financial Services
Arkansas
$19K 1,612 -170 -10%
Citigroup
43
Citigroup
New York
$14K 1,130 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$11K 850 – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$10K 825 +3 +0.4%
MA
46
Montag & Associates
Georgia
$10K 830 +830 New
GWM
47
Geneos Wealth Management
Colorado
$9K 794 – –
CI
48
CX Institutional
Indiana
$9K 720 +720 New
IAIM
49
International Assets Investment Management
Florida
$7K 592 +592 New
JWM
50
Janiczek Wealth Management
Colorado
$4K 302 – –
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