GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

66 hedge funds and large institutions have $50.7M invested in Gabelli Healthcare & Wellness Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.31M
2
ACP
2
Aviance Capital Partners
Florida
$1.9M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$468K
4
FAM
4
Formidable Asset Management
Ohio
$397K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.04M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$205K
2
CA
2
Cornerstone Advisors
North Carolina
$1.15M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$1.41M
5
QC
5
Quantedge Capital
Singapore
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
CWC
51
Carolinas Wealth Consulting
North Carolina
$1K 74 – –
US Bancorp
52
US Bancorp
Minnesota
$1K 87 – –
CCM
53
Covington Capital Management
California
$1K 65 +1 +2%
CA
54
Clearstead Advisors
Ohio
$1K 87 +3 +4%
CWA
55
Clearview Wealth Advisors
Oregon
$1K 112 +5 +5%
CSIA
56
Conrad Siegel Investment Advisors
Pennsylvania
$1K 42 +42 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615 48 – –
APA
58
American Portfolios Advisors
New York
$564 44 – –
WAM
59
Wolverine Asset Management
Illinois
– – -97,102 Closed
NA
60
NewEdge Advisors
Louisiana
– – -13,171 Closed
LCM
61
Landscape Capital Management
New Jersey
– – -12,006 Closed
Stifel Financial
62
Stifel Financial
Missouri
– – -11,915 Closed
TCWM
63
Total Clarity Wealth Management
Illinois
– – -7,700 Closed
SFM
64
Signet Financial Management
New Jersey
– – -80 Closed
FFG
65
Ford Financial Group
California
– – -30 Closed
GAM
66
Gemmer Asset Management
California
$0 12 – –
MRCM
67
M&R Capital Management
New Jersey
$0 46 – –
FAG
68
Fortitude Advisory Group
Washington
$0 15 – –
PWMG
69
Prestige Wealth Management Group
New Jersey
$0 17 – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$0 1 – –
KFI
71
Key Financial Inc
Pennsylvania
$0 10 – –
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
SWA
73
SOA Wealth Advisors
New York
$0 60 – –
FF
74
FourThought Financial
Florida
$0 1 – –
1 2
3