GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $64.9M invested in Gabelli Healthcare & Wellness Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.28M
2
CA
2
Cornerstone Advisors
North Carolina
$2.75M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
UBS Group
4
UBS Group
Switzerland
$2.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.44M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$14.1M
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
Ancora Advisors
Ohio
$86K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
51
Bessemer Group
New Jersey
$2K +$2K +134 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
US Bancorp
53
US Bancorp
Minnesota
$1K – – –
FF
54
FourThought Financial
Florida
$1K – – –
CWA
55
Clearview Wealth Advisors
Oregon
$1K +$10 +1 +1%
CCM
56
Covington Capital Management
California
$1K +$16 +1 +2%
SWA
57
SOA Wealth Advisors
New York
$1K +$302 +26 +43%
CA
58
Clearstead Advisors
Ohio
$1K +$1K +81 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$1K +$1K +98 New
HI
60
Harbour Investments
Wisconsin
$1K +$1K +120 New
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$598 – – –
APA
62
American Portfolios Advisors
New York
$548 – – –
SWM
63
Sugarloaf Wealth Management
Georgia
$118 +$1 +103 +1%
AA
64
AQR Arbitrage
Connecticut
– -$393K -32,884 Closed
Invesco
65
Invesco
Georgia
– -$373K -31,221 Closed
LCM
66
Landscape Capital Management
New Jersey
– -$358K -29,922 Closed
ASN
67
Advisory Services Network
Georgia
– -$135K -11,293 Closed
FIA
68
FNY Investment Advisers
New York
– -$33K -2,776 Closed
MA
69
Montag & Associates
Georgia
– -$10K -830 Closed
CI
70
CX Institutional
Indiana
– -$9K -720 Closed
AWM
71
Avior Wealth Management
Nebraska
– -$4K -352 Closed
SIAG
72
Safeguard Investment Advisory Group
California
– -$1K -150 Closed
CB
73
Community Bank
New York
– -$1K -42 Closed
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