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
QC
4
Quantedge Capital
Singapore
$558K
5
UBS Group
5
UBS Group
Switzerland
$1.92M

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 %
KIM
1
Karpus Investment Management
New York
$15.5M 1,298,701 -5,818 -0.4%
Wells Fargo
2
Wells Fargo
California
$6.21M 520,007 +17,440 +3%
Lazard Asset Management
3
Lazard Asset Management
New York
$5.52M 461,800 – –
Morgan Stanley
4
Morgan Stanley
New York
$5.08M 425,169 +27,443 +7%
GI
5
GAMCO Investors
Connecticut
$3.56M 297,761 +7,947 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.54M 212,243 -53,783 -20%
MC
7
Matisse Capital
Oregon
$2.46M 206,220 +158,372 +331%
CA
8
Cornerstone Advisors
North Carolina
$2.13M 178,253 -36,854 -17%
BA
9
Bennicas & Associates
California
$2.04M 170,400 -500 -0.3%
UBS Group
10
UBS Group
Switzerland
$1.92M 160,811 +36,982 +30%
RJA
11
Raymond James & Associates
Florida
$1.9M 158,891 -4,454 -3%
Bank of America
12
Bank of America
North Carolina
$1.29M 107,955 -8,002 -7%
ACP
13
Aviance Capital Partners
Florida
$1.28M 106,822 +106 +0.1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.11M 92,767 +92,767 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.04M 87,199 -6,850 -7%
9WM
16
9258 Wealth Management
Ohio
$971K 81,264 -6,031 -7%
CL
17
CSS LLC
Illinois
$907K 75,881 – –
SI
18
Stephens Inc
Arkansas
$798K 66,747 -2,780 -4%
FAM
19
Formidable Asset Management
Ohio
$599K 50,742 +50,742 New
UR
20
USCA RIA
Texas
$581K 48,588 +7,712 +19%
QC
21
Quantedge Capital
Singapore
$558K 46,680 +46,680 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$402K 33,621 -1,313 -4%
AA
23
AQR Arbitrage
Connecticut
$393K 32,884 -1,268 -4%
EP
24
Eudaimonia Partners
Tennessee
$378K 31,649 +324 +1%
Invesco
25
Invesco
Georgia
$373K 31,221 -13,933 -31%
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