GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

62 hedge funds and large institutions have $60.2M invested in Gabelli Healthcare & Wellness Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.25M
2
QC
2
Quantedge Capital
Singapore
$559K
3
WAM
3
Wolverine Asset Management
Illinois
$1.44M
4
CPO
4
Cerity Partners OCIO
New York
$158K
5
UBS Group
5
UBS Group
Switzerland
$2.78M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.26M
2
WI
2
Wintrust Investments
Illinois
$0
3
CA
3
Cornerstone Advisors
North Carolina
$2.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$314K 23,713 +804 +4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$262K 19,908 -1,329 -6%
SFS
28
Shaker Financial Services
Virginia
$262K 19,850 +7,175 +57%
COLIM
29
City of London Investment Management
United Kingdom
$242K 18,240 -10,256 -36%
Bank of America
30
Bank of America
North Carolina
$232K 17,588 +1,108 +7%
BWA
31
BDO Wealth Advisors
Florida
$198K 15,013 -3,193 -18%
Stifel Financial
32
Stifel Financial
Missouri
$181K 13,700 -300 -2%
CPO
33
Cerity Partners OCIO
New York
$158K 11,950 +11,950 New
WS
34
Wedbush Securities
California
$147K 11,108 +739 +7%
SWM
35
Sugarloaf Wealth Management
Georgia
$127K 9,651 +99 +1%
TCWM
36
Total Clarity Wealth Management
Illinois
$102K 7,700 +7,700 New
AA
37
Ancora Advisors
Ohio
$84K 6,390 – –
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$11K 835 +3 +0.4%
GWM
39
Geneos Wealth Management
Colorado
$10K 794 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5K 408 -19,106 -98%
JWM
41
Janiczek Wealth Management
Colorado
$4K 302 – –
SWM
42
Spire Wealth Management
Virginia
$3K 251 – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3K 225 – –
FWM
44
Filbrandt Wealth Management
Wisconsin
$3K 216 +216 New
HI
45
Harbour Investments
Wisconsin
$2K 120 – –
CA
46
Centerpoint Advisors
Massachusetts
$2K 127 – –
SIC
47
Salem Investment Counselors
North Carolina
$2K 161 – –
FF
48
FourThought Financial
Florida
$1K 1 – –
US Bancorp
49
US Bancorp
Minnesota
$1K 87 – –
RCC
50
Red Cedar Capital
Nebraska
$1K 42 – –
1
2
3