GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $50.7M invested in Gabelli Healthcare & Wellness Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.31M
2
ACP
2
Aviance Capital Partners
Florida
$1.9M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$468K
4
FAM
4
Formidable Asset Management
Ohio
$397K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.04M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$205K
2
CA
2
Cornerstone Advisors
North Carolina
$1.15M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$1.41M
5
QC
5
Quantedge Capital
Singapore
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$305K 23,832 -8,589 -26%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$301K 23,542 +949 +4%
KIM
28
Karpus Investment Management
New York
$205K 16,000 -161,991 -91%
Bank of America
29
Bank of America
North Carolina
$176K 13,688 -2,645 -16%
PAG
30
Private Advisor Group
New Jersey
$164K 12,819 +81 +0.6%
WS
31
Wedbush Securities
California
$143K 11,136 +22 +0.2%
CPO
32
Cerity Partners OCIO
New York
$135K 10,500 -1,150 -10%
SWM
33
Sugarloaf Wealth Management
Georgia
$124K 9,704 +349 +4%
BWA
34
BDO Wealth Advisors
Florida
$80K 6,216 -6,990 -53%
AA
35
Ancora Advisors
Ohio
$79K 6,150 -240 -4%
AP
36
Atwood & Palmer
Missouri
$47K 3,700 – –
PFS
37
Prospera Financial Services
Texas
$40K 3,114 +3,114 New
RA
38
Rise Advisors
New York
$15K 1,199 +44 +4%
First Manhattan
39
First Manhattan
New York
$15K 1,178 +1,178 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$11K 850 – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$11K 849 +11 +1%
GWM
42
Geneos Wealth Management
Colorado
$8K 689 -105 -13%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$5K 408 – –
IA
44
IFP Advisors
Florida
$5K 426 +426 New
JWM
45
Janiczek Wealth Management
Colorado
$4K 302 – –
SWM
46
Spire Wealth Management
Virginia
$3K 251 – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$3K 225 – –
CA
48
Centerpoint Advisors
Massachusetts
$2K 127 – –
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K 123 +123 New
CWC
50
Carolinas Wealth Consulting
North Carolina
$1K 74 – –
1
2
3