GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

74 hedge funds and large institutions have $63.2M invested in Gabelli Healthcare & Wellness Trust in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
12
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$2.46M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.11M
3
FAM
3
Formidable Asset Management
Ohio
$599K
4
QC
4
Quantedge Capital
Singapore
$558K
5
UBS Group
5
UBS Group
Switzerland
$1.92M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$220K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.54M
3
OA
3
Oxbow Advisors
Texas
$0
4
CA
4
Cornerstone Advisors
North Carolina
$2.13M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$4K 352 – –
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$3K 225 – –
SIC
53
Salem Investment Counselors
North Carolina
$2K 161 – –
CA
54
Centerpoint Advisors
Massachusetts
$2K 127 – –
US Bancorp
55
US Bancorp
Minnesota
$1K 87 – –
FF
56
FourThought Financial
Florida
$1K 1 +1 New
CCM
57
Covington Capital Management
California
$1K 61 +1 +2%
CB
58
Community Bank
New York
$1K 42 +42 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1K 81 +81 New
CWA
60
Clearview Wealth Advisors
Oregon
$1K 103 +103 New
SIAG
61
Safeguard Investment Advisory Group
California
$1K 150 +150 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$574 48 – –
APA
63
American Portfolios Advisors
New York
$526 44 – –
OA
64
Oxbow Advisors
Texas
– – -44,880 Closed
PAG
65
Private Advisor Group
New Jersey
– – -33,498 Closed
DA
66
Doliver Advisors
Texas
– – -31,976 Closed
Millennium Management
67
Millennium Management
New York
– – -24,786 Closed
FFG
68
Ford Financial Group
California
– – -21,335 Closed
MML Investors Services
69
MML Investors Services
Massachusetts
– – -16,618 Closed
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
– – -14,900 Closed
CRC
71
Curi RMB Capital
Illinois
– – -10,631 Closed
GSWM
72
Golden State Wealth Management
California
– – -1,811 Closed
FHA
73
Flagship Harbor Advisors
Massachusetts
– – -544 Closed
FCB
74
First Command Bank
Texas
– – -504 Closed
FCFS
75
First Command Financial Services
Texas
– – -504 Closed
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