GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $64.9M invested in Gabelli Healthcare & Wellness Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.28M
2
CA
2
Cornerstone Advisors
North Carolina
$2.75M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
UBS Group
4
UBS Group
Switzerland
$2.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.44M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$14.1M
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
Ancora Advisors
Ohio
$86K
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
26
Shepherd Kaplan Krochuk
Massachusetts
$309K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$286K -$22.1K -1,768 -7%
GC
28
Guggenheim Capital
Illinois
$268K -$61.2K -4,917 -19%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$243K -$35.4K -2,840 -13%
BWA
30
BDO Wealth Advisors
Florida
$227K +$227K +18,206 New
AA
31
Advisory Alpha
Michigan
$210K -$102K -8,231 -33%
COLIM
32
City of London Investment Management
United Kingdom
$209K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$201K +$49.4K +3,972 +33%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$192K +$192K +15,433 New
Stifel Financial
35
Stifel Financial
Missouri
$174K -$12.4K -1,000 -7%
WS
36
Wedbush Securities
California
$132K +$132K +10,627 New
TCWM
37
Total Clarity Wealth Management
Illinois
$96K +$96K +7,700 New
AA
38
Ancora Advisors
Ohio
$86K -$269K -21,534 -76%
FEG
39
Financial Enhancement Group
Indiana
$30K – – –
SFS
40
Sowell Financial Services
Arkansas
$21K +$104 +8 +0.5%
Citigroup
41
Citigroup
New York
$14K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
GWM
43
Geneos Wealth Management
Colorado
$10K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$48 +4 +0.5%
IAIM
45
International Assets Investment Management
Florida
$7K – – –
JWM
46
Janiczek Wealth Management
Colorado
$4K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$3K – – –
SWM
48
Spire Wealth Management
Virginia
$3K +$3K +250 New
CA
49
Centerpoint Advisors
Massachusetts
$2K – – –
SIC
50
Salem Investment Counselors
North Carolina
$2K – – –
1
2
3