GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

64 hedge funds and large institutions have $62.1M invested in Gabelli Healthcare & Wellness Trust in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.2M
2
ACP
2
Aviance Capital Partners
Florida
$1M
3
Invesco
3
Invesco
Georgia
$520K
4
BA
4
Bennicas & Associates
California
$2M
5
EP
5
Eudaimonia Partners
Tennessee
$384K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
GI
2
GAMCO Investors
Connecticut
$3.34M
3
FAM
3
Formidable Asset Management
Ohio
$0
4
RJA
4
Raymond James & Associates
Florida
$1.2M
5
KIM
5
Karpus Investment Management
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$4K 354 – –
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$3K 225 – –
JWM
53
Janiczek Wealth Management
Colorado
$3K 302 – –
SIC
54
Salem Investment Counselors
North Carolina
$2K 161 – –
CA
55
Centerpoint Advisors
Massachusetts
$1K 127 – –
US Bancorp
56
US Bancorp
Minnesota
$1K 87 – –
CCM
57
Covington Capital Management
California
$1K 58 +1 +2%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$553 48 – –
APA
59
American Portfolios Advisors
New York
$507 44 – –
Cohen & Steers
60
Cohen & Steers
New York
– – -118,167 Closed
FAM
61
Formidable Asset Management
Ohio
– – -60,558 Closed
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
– – -15,800 Closed
BRWA
63
B. Riley Wealth Advisors
Florida
– – -13,778 Closed
GSWM
64
Golden State Wealth Management
California
– – -1,811 Closed
AIC
65
Ameritas Investment Company
Nebraska
– – -1,150 Closed
CHC
66
City Holding Co
West Virginia
– – -151 Closed
PWMG
67
Prestige Wealth Management Group
New Jersey
$0 17 – –
MRCM
68
M&R Capital Management
New Jersey
$0 46 – –
GAM
69
Gemmer Asset Management
California
$0 12 – –
RCC
70
Red Cedar Capital
Nebraska
$0 42 – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2
3