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GRX
Gabelli Healthcare & Wellness Trust
GRX
GRX
51 hedge funds and large institutions have $53.8M invested in Gabelli Healthcare & Wellness Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.98% more ownership
Funds ownership: 38.26% → 40.25% (+2%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
4% less funds holding
Funds holding: 53 → 51 (-2)
6% less capital invested
Capital invested by funds: $57.1M → $53.8M (-$3.3M)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
51
Key Financial Inc
West Chester,
Pennsylvania
| $45 | -$48 | -5 | -50% |
|
|
AA
52
AQR Arbitrage
Greenwich,
Connecticut
| – | -$509K | -52,822 | Closed |
|
|
TCM
53
Traub Capital Management
Needham,
Massachusetts
| – | -$336K | -34,917 | Closed |
|
54
Citadel Advisors
Miami,
Florida
| – | -$202K | -20,974 | Closed |
|
|
WAP
55
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$140K | -14,523 | Closed |
|
56
Bank of America
Charlotte,
North Carolina
| – | -$37.8K | -3,922 | Closed |
|
|
AIM
57
Anchor Investment Management
Columbia,
South Carolina
| – | -$1.58K | -164 | Closed |
|
|
BWAM
58
Boyd Watterson Asset Management
Cleveland,
Ohio
| – | -$1.46K | -152 | Closed |
|
59
US Bancorp
Minneapolis,
Minnesota
| – | -$838 | -87 | Closed |
|
|
LFG
60
Larson Financial Group
St Louis,
Missouri
| – | -$636 | -66 | Closed |
|