GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $54.1M invested in Gabelli Healthcare & Wellness Trust in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.24M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.51M
3
KIM
Karpus Investment Management
New York
$11.5M
4
Bank of America
Bank of America
North Carolina
$1.36M
5
GC
Guggenheim Capital
Illinois
$170K

Top Sellers

1
FAAS
First Allied Advisory Services
California
$4.98M
2
OA
Oxbow Advisors
Texas
$464K
3
CA
Cornerstone Advisors
North Carolina
$1.87M
4
DA
Doliver Advisors
Texas
$0
5
COLIM
City of London Investment Management
United Kingdom
$255K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
51
TrustCore Financial Services
Tennessee
$4K – – –
JWM
52
Janiczek Wealth Management
Colorado
$3K – – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$2K – – –
SIC
54
Salem Investment Counselors
North Carolina
$2K – – –
CA
55
Centerpoint Advisors
Massachusetts
$1K – – –
US Bancorp
56
US Bancorp
Minnesota
$1K – – –
CCM
57
Covington Capital Management
California
$1K +$17 +1 +2%
CAN
58
Cetera Advisor Networks
California
$1K +$1K +75 New
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$482 – – –
APA
60
American Portfolios Advisors
New York
$442 – – –
DA
61
Doliver Advisors
Texas
– -$214K -21,748 Closed
Goldman Sachs
62
Goldman Sachs
New York
– -$147K -16,976 Closed
TCWM
63
Total Clarity Wealth Management
Illinois
– -$136K -15,700 Closed
6M
64
6 Meridian
Kansas
– -$108K -12,445 Closed
WAM
65
Wolverine Asset Management
Illinois
– -$85K -9,910 Closed
GSWM
66
Golden State Wealth Management
California
– -$16K -1,811 Closed
AIC
67
Ameritas Investment Company
Nebraska
– -$10K -1,150 Closed
VFA
68
Valeo Financial Advisors
Indiana
– -$5K -500 Closed
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
– -$2K -268 Closed
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