GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

63 hedge funds and large institutions have $52.6M invested in Gabelli Healthcare & Wellness Trust in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bennicas & Associates
California
$1.45M
2
Wells Fargo
2
Wells Fargo
California
$4.25M
3
GI
3
GAMCO Investors
Connecticut
$3.97M
4
PAG
4
Private Advisor Group
New Jersey
$268K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$151K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.15M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.55M
4
RJA
4
Raymond James & Associates
Florida
$1.43M
5
AA
5
Ancora Advisors
Ohio
$362K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
51
Covington Capital Management
California
$1K 56 – –
US Bancorp
52
US Bancorp
Minnesota
$1K 87 – –
CA
53
Centerpoint Advisors
Massachusetts
$1K 127 – –
EWM
54
Executive Wealth Management
Michigan
$1K 101 +101 New
BC
55
Bartlett & Co
Ohio
$1K 116 +116 New
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505 48 – –
APA
57
American Portfolios Advisors
New York
$464 44 – –
TJHA
58
Thomas J. Herzfeld Advisors
Florida
– – -228,446 Closed
CRC
59
Curi RMB Capital
Illinois
– – -24,032 Closed
DA
60
Doliver Advisors
Texas
– – -10,900 Closed
BAM
61
Bruderman Asset Management
New York
– – -3,000 Closed
KPW
62
Kore Private Wealth
New York
– – -365 Closed
BCI
63
Brinker Capital Investments
Pennsylvania
– – -115 Closed
SWM
64
SeaCrest Wealth Management
New York
– – -37 Closed
GAM
65
Gemmer Asset Management
California
$0 12 – –
CFGS
66
Concourse Financial Group Securities
Alabama
– – – –
MRCM
67
M&R Capital Management
New Jersey
$0 46 – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$0 17 – –
RCC
69
Red Cedar Capital
Nebraska
$0 42 – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$0 2 +2 New
LWM
71
Liberty Wealth Management
California
$0 25 +25 New
1 2
3