Who Owns GRX?
The Gabelli Healthcare & Wellness Trust — Institutional Ownership & 13F Holdings
$9.12
+0.01 (+0.10%)
Market Cap
$153.6M
Shares Outstanding
15,050,684
Institutional Holders
58
Total Inst. Value
$45.0M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
7
Closed Positions
10
Increased
17
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Saba Capital Management, L.P. | $19.7M | 1,956,488 |
| 2 | SIT INVESTMENT ASSOCIATES INC | $4.3M | 426,290 |
| 3 | WELLS FARGO & COMPANY/MN | $4.2M | 416,817 |
| 4 | GAMCO INVESTORS, INC. ET AL | $3.5M | 350,109 |
| 5 | MORGAN STANLEY | $1.8M | 181,853 |
| 6 | Aviance Capital Partners, LLC | $1.7M | 165,884 |
| 7 | AQR Arbitrage LLC | $1.2M | 123,319 |
| 8 | Beacon Pointe Advisors, LLC | $1.2M | 120,000 |
| 9 | ABSOLUTE INVESTMENT ADVISERS, LLC | $910K | 90,299 |
| 10 | Matisse CapitalNew | $878K | 87,125 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Saba Capital Management, L.P. | +45K | $19.7M |
| SIT INVESTMENT ASSOCIATES INC | +59K | $4.3M |
| GAMCO INVESTORS, INC. ET AL | +8K | $3.5M |
| Aviance Capital Partners, LLC | +42K | $1.7M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | +6K | $910K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AQR Arbitrage LLC | -17K | $1.2M |
| WELLS FARGO & COMPANY/MN | -10K | $4.2M |
| Wealthcare Advisory Partners LLC | -10K | $136K |
| UBS Group AG | -7K | $671K |
| MORGAN STANLEY | -5K | $1.8M |
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Frequently Asked Questions
How many institutional investors hold GRX?
As of Q1 2025, 58 institutional investors report holding GRX (The Gabelli Healthcare & Wellness Trust) in their 13F filings.
Which hedge fund owns the most GRX?
The largest institutional holder of GRX is Saba Capital Management, L.P. with $19.7M in shares.
Are institutions buying or selling GRX?
This quarter, 7 institutions opened new positions in GRX and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.