GRX

Gabelli Healthcare & Wellness Trust
GRX

Overview Fund Activity

65 hedge funds and large institutions have $56.1M invested in Gabelli Healthcare & Wellness Trust in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$2.17M
2
CA
2
Cornerstone Advisors
North Carolina
$3.34M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.91M
4
UBS Group
4
UBS Group
Switzerland
$3.18M
5
NA
5
NewEdge Advisors
Louisiana
$179K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$2.42M
2
MC
2
Matisse Capital
Oregon
$0
3
FAM
3
Formidable Asset Management
Ohio
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Wells Fargo
5
Wells Fargo
California
$8.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.14M 600,174 -12,730 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$6.34M 466,900 – –
Morgan Stanley
3
Morgan Stanley
New York
$6.33M 466,451 -6,609 -1%
GI
4
GAMCO Investors
Connecticut
$4.43M 326,614 +7,117 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.91M 288,446 +33,605 +13%
CA
6
Cornerstone Advisors
North Carolina
$3.34M 246,069 +33,800 +16%
UBS Group
7
UBS Group
Switzerland
$3.18M 234,652 +24,270 +12%
KIM
8
Karpus Investment Management
New York
$2.42M 177,991 -295,899 -62%
BA
9
Bennicas & Associates
California
$2.27M 167,400 – –
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.17M 160,033 +36,268 +29%
RJA
11
Raymond James & Associates
Florida
$1.95M 143,703 -3,311 -2%
ACP
12
Aviance Capital Partners
Florida
$1.48M 108,742 -11,259 -9%
WAM
13
Wolverine Asset Management
Illinois
$1.32M 97,102 -11,746 -11%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.29M 95,075 +13,110 +16%
9WM
15
9258 Wealth Management
Ohio
$974K 71,782 +733 +1%
CL
16
CSS LLC
Illinois
$889K 65,477 – –
SI
17
Stephens Inc
Arkansas
$666K 49,105 -555 -1%
QC
18
Quantedge Capital
Singapore
$603K 44,432 +2,152 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$485K 35,762 +1,511 +4%
GC
20
Guggenheim Capital
Illinois
$440K 32,421 +90 +0.3%
SKK
21
Shepherd Kaplan Krochuk
Massachusetts
$336K 24,760 – –
COLIM
22
City of London Investment Management
United Kingdom
$329K 24,290 +6,050 +33%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$324K 23,868 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$322K 23,716 +3 +0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$306K 22,593 +2,685 +13%
1
2 3