GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

62 hedge funds and large institutions have $60.2M invested in Gabelli Healthcare & Wellness Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.25M
2
QC
2
Quantedge Capital
Singapore
$559K
3
WAM
3
Wolverine Asset Management
Illinois
$1.44M
4
CPO
4
Cerity Partners OCIO
New York
$158K
5
UBS Group
5
UBS Group
Switzerland
$2.78M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.26M
2
WI
2
Wintrust Investments
Illinois
$0
3
CA
3
Cornerstone Advisors
North Carolina
$2.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FF
51
FourThought Financial
Florida
$1K 1 – –
CA
52
Clearstead Advisors
Ohio
$1K 83 +1 +1%
CWA
53
Clearview Wealth Advisors
Oregon
$1K 107 +2 +2%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$634 48 – –
APA
55
American Portfolios Advisors
New York
$581 44 – –
WI
56
Wintrust Investments
Illinois
– – -33,815 Closed
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
– – -14,933 Closed
Citadel Advisors
58
Citadel Advisors
Florida
– – -11,268 Closed
BWM
59
BerganKDV Wealth Management
Minnesota
– – -10,044 Closed
ASN
60
Advisory Services Network
Georgia
– – -8,669 Closed
FIA
61
FNY Investment Advisers
New York
– – -7,000 Closed
Citigroup
62
Citigroup
New York
– – -1,130 Closed
IP
63
Isthmus Partners
Wisconsin
– – -260 Closed
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
– – -57 Closed
FFG
65
Ford Financial Group
California
– – -30 Closed
LWM
66
Liberty Wealth Management
California
$0 25 – –
KFI
67
Key Financial Inc
Pennsylvania
$0 10 – –
SWA
68
SOA Wealth Advisors
New York
$0 60 – –
GAM
69
Gemmer Asset Management
California
$0 12 – –
MRCM
70
M&R Capital Management
New Jersey
$0 46 – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
TRCT
72
Tower Research Capital (TRC)
New York
$0 8 +8 New
PWMG
73
Prestige Wealth Management Group
New Jersey
$0 17 +17 New
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