GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $53.4M invested in Gabelli Healthcare & Wellness Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$13.5M
2
WAM
Wolverine Asset Management
Illinois
$1.06M
3
UR
USCA RIA
Texas
$422K
4
DA
Doliver Advisors
Texas
$330K
5
CA
Cornerstone Advisors
North Carolina
$2.22M

Top Sellers

1
FAAS
First Allied Advisory Services
California
$0
2
FAM
Formidable Asset Management
Ohio
$0
3
Bank of America
Bank of America
North Carolina
$1.2M
4
RJA
Raymond James & Associates
Florida
$1.69M
5
9WM
9258 Wealth Management
Ohio
$871K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$3K -$3.82K -448 -56%
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 – – –
US Bancorp
55
US Bancorp
Minnesota
$1K – – –
CCM
56
Covington Capital Management
California
$1K – – –
CA
57
Centerpoint Advisors
Massachusetts
$1K – – –
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$495 – – –
APA
59
American Portfolios Advisors
New York
$454 – – –
Millennium Management
60
Millennium Management
New York
$256 +$256 +24,786 New
FAAS
61
First Allied Advisory Services
California
– -$4.98M -496,238 Closed
FAM
62
Formidable Asset Management
Ohio
– -$526K -51,210 Closed
SSB
63
Sandy Spring Bank
Maryland
– -$65K -6,500 Closed
SPIA
64
Steward Partners Investment Advisory
New York
– -$8K -830 Closed
Bessemer Group
65
Bessemer Group
New Jersey
– -$8K -770 Closed
TFS
66
TrustCore Financial Services
Tennessee
– -$4K -406 Closed
CAN
67
Cetera Advisor Networks
California
– -$1K -75 Closed
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