GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

68 hedge funds and large institutions have $66.7M invested in Gabelli Healthcare & Wellness Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
Wintrust Investments
Illinois
$890K
2
WAM
2
Wolverine Asset Management
Illinois
$1.24M
3
Wells Fargo
3
Wells Fargo
California
$8.35M
4
CA
4
Cornerstone Advisors
North Carolina
$3.34M
5
UBS Group
5
UBS Group
Switzerland
$2.68M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
Bank of America
2
Bank of America
North Carolina
$223K
3
QC
3
Quantedge Capital
Singapore
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.74M
5
AA
5
Advisory Alpha
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$2K – – –
CA
52
Centerpoint Advisors
Massachusetts
$2K – – –
SIC
53
Salem Investment Counselors
North Carolina
$2K – – –
US Bancorp
54
US Bancorp
Minnesota
$1K – – –
RCC
55
Red Cedar Capital
Nebraska
$1K – – –
FF
56
FourThought Financial
Florida
$1K – – –
CA
57
Clearstead Advisors
Ohio
$1K +$12 +1 +1%
CWA
58
Clearview Wealth Advisors
Oregon
$1K +$10 +1 +1%
CCM
59
Covington Capital Management
California
$1K +$16 +1 +2%
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$648 – – –
APA
61
American Portfolios Advisors
New York
$594 – – –
QC
62
Quantedge Capital
Singapore
– -$590K -47,380 Closed
AA
63
Advisory Alpha
Michigan
– -$210K -16,884 Closed
TCWM
64
Total Clarity Wealth Management
Illinois
– -$96K -7,700 Closed
FEG
65
Financial Enhancement Group
Indiana
– -$30K -2,402 Closed
SFS
66
Sowell Financial Services
Arkansas
– -$21K -1,620 Closed
IAIM
67
International Assets Investment Management
Florida
– -$7K -592 Closed
Bessemer Group
68
Bessemer Group
New Jersey
– -$2K -134 Closed
BFEC
69
Benjamin F. Edwards & Company
Missouri
– -$1K -98 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -81 Closed
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