GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

70 hedge funds and large institutions have $47.2M invested in Gabelli Healthcare & Wellness Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.51M
2
KIM
2
Karpus Investment Management
New York
$9.57M
3
FAM
3
Formidable Asset Management
Ohio
$499K
4
MC
4
Matisse Capital
Oregon
$436K
5
SI
5
Stephens Inc
Arkansas
$766K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$1.8M
2
WAM
2
Wolverine Asset Management
Illinois
$85K
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
6M
4
6 Meridian
Kansas
$108K
5
FAAS
5
First Allied Advisory Services
California
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
51
Valeo Financial Advisors
Indiana
$5K – – –
FHA
52
Flagship Harbor Advisors
Massachusetts
$5K +$92 +10 +2%
TFS
53
TrustCore Financial Services
Tennessee
$4K – – –
JWM
54
Janiczek Wealth Management
Colorado
$3K – – –
SFS
55
Sowell Financial Services
Arkansas
$3K – – –
EIP
56
Ellis Investment Partners
Pennsylvania
$3K +$3K +446 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$2K – – –
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +268 New
SIC
59
Salem Investment Counselors
North Carolina
$1K – – –
CA
60
Centerpoint Advisors
Massachusetts
$1K – – –
US Bancorp
61
US Bancorp
Minnesota
$1K – – –
CCM
62
Covington Capital Management
California
$1K +$17 +1 +2%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$416 – – –
APA
64
American Portfolios Advisors
New York
$381 – – –
LCM
65
Landscape Capital Management
New Jersey
– -$167K -14,525 Closed
RJFSA
66
Raymond James Financial Services Advisors
Florida
– -$124K -10,776 Closed
FIA
67
FNY Investment Advisers
New York
– -$28K -2,473 Closed
PA
68
Parallel Advisors
California
– -$22K -1,951 Closed
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