GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

69 hedge funds and large institutions have $64.9M invested in Gabelli Healthcare & Wellness Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 14 closing their positions.

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.28M
2
CA
2
Cornerstone Advisors
North Carolina
$2.75M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3M
4
UBS Group
4
UBS Group
Switzerland
$2.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.44M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$14.1M
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
Ancora Advisors
Ohio
$86K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$14.1M 1,131,540 -167,161 -13%
Wells Fargo
2
Wells Fargo
California
$7.28M 584,013 +64,006 +12%
Lazard Asset Management
3
Lazard Asset Management
New York
$5.75M 461,800 – –
Morgan Stanley
4
Morgan Stanley
New York
$5.49M 440,599 +15,430 +4%
GI
5
GAMCO Investors
Connecticut
$3.9M 312,737 +14,976 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3M 240,723 +28,480 +13%
CA
7
Cornerstone Advisors
North Carolina
$2.75M 220,845 +42,592 +24%
MC
8
Matisse Capital
Oregon
$2.57M 206,220 – –
UBS Group
9
UBS Group
Switzerland
$2.3M 184,522 +23,711 +15%
BA
10
Bennicas & Associates
California
$2.1M 168,400 -2,000 -1%
RJA
11
Raymond James & Associates
Florida
$1.79M 143,691 -15,200 -10%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.44M 115,567 +22,800 +25%
Bank of America
13
Bank of America
North Carolina
$1.42M 113,562 +5,607 +5%
ACP
14
Aviance Capital Partners
Florida
$1.28M 103,089 -3,733 -3%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.02M 82,046 -5,153 -6%
9WM
16
9258 Wealth Management
Ohio
$954K 76,604 -4,660 -6%
CL
17
CSS LLC
Illinois
$945K 75,881 – –
SI
18
Stephens Inc
Arkansas
$739K 59,335 -7,412 -11%
UR
19
USCA RIA
Texas
$620K 49,738 +1,150 +2%
QC
20
Quantedge Capital
Singapore
$590K 47,380 +700 +1%
FAM
21
Formidable Asset Management
Ohio
$552K 44,257 -6,485 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$420K 33,736 +115 +0.3%
EP
23
Eudaimonia Partners
Tennessee
$390K 31,283 -366 -1%
WAM
24
Wolverine Asset Management
Illinois
$386K 31,054 +12,619 +68%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$322K 25,868 – –
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