GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

59 hedge funds and large institutions have $54.1M invested in Gabelli Healthcare & Wellness Trust in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 15 closing their positions.

Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$4.27M
2
KIM
2
Karpus Investment Management
New York
$10.2M
3
Bank of America
3
Bank of America
North Carolina
$508K
4
FIMG
4
Financial & Investment Management Group
Michigan
$641K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.89M

Top Sellers

1
Citigroup
1
Citigroup
New York
$21K
2
AA
2
Advisory Alpha
Michigan
$0
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$0
4
CWM
4
Cornerstone Wealth Management
Missouri
$0
5
FAM
5
Formidable Asset Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$1K – – –
CCM
52
Covington Capital Management
California
$1K +$18 +1 +2%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444 – – –
APA
54
American Portfolios Advisors
New York
$407 – – –
AA
55
Advisory Alpha
Michigan
– -$1.57M -155,437 Closed
Geode Capital Management
56
Geode Capital Management
Massachusetts
– -$1.02M -92,075 Closed
FAM
57
Formidable Asset Management
Ohio
– -$801K -72,779 Closed
CCP
58
Cardan Capital Partners
Colorado
– -$651K -59,052 Closed
BC
59
Brinker Capital
Pennsylvania
– -$514K -46,618 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$457K -41,421 Closed
DA
61
Doliver Advisors
Texas
– -$243K -22,020 Closed
GC
62
Guggenheim Capital
Illinois
– -$161K -14,641 Closed
AWA
63
AmeriServ Wealth Advisors
Pennsylvania
– -$157K -14,250 Closed
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
– -$115K -10,436 Closed
CWM
65
Cornerstone Wealth Management
Missouri
– -$839K -8,516 Closed
SPIA
66
Steward Partners Investment Advisory
New York
– -$9K -830 Closed
SWP
67
Stratos Wealth Partners
Ohio
– -$3K -302 Closed
IP
68
Isthmus Partners
Wisconsin
– -$3K -260 Closed
PWAG
69
Polaris Wealth Advisory Group
California
– -$1K -85 Closed
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