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
UBS Group
4
UBS Group
Switzerland
$1.92M
5
LCM
5
Landscape Capital Management
New Jersey
$358K

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 %
EIP
76
Ellis Investment Partners
Pennsylvania
– – -446 Closed
CFGS
77
Concourse Financial Group Securities
Alabama
– – – –
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$0 57 – –
GAM
79
Gemmer Asset Management
California
$0 12 – –
RCC
80
Red Cedar Capital
Nebraska
$0 42 – –
PWMG
81
Prestige Wealth Management Group
New Jersey
$0 17 – –
LWM
82
Liberty Wealth Management
California
$0 25 – –
MRCM
83
M&R Capital Management
New Jersey
$0 46 – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$0 1 +1 New
KFI
85
Key Financial Inc
Pennsylvania
$0 10 +10 New
ICP
86
Interchange Capital Partners
Pennsylvania
$0 24 +24 New
SWA
87
SOA Wealth Advisors
New York
$0 60 +60 New
LGA
88
Lebenthal Global Advisors
New York
$0 75 +75 New
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