Gabelli Healthcare & Wellness Trust

GRX

Market cap $143M

GRX Hedge Fund Activity: Q1 2026 in Review

51 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Gabelli Healthcare & Wellness Trust (GRX) for Q1 2026, worth a combined $53.8M — down 5.8% from $57.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of GRX and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 14 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.6M. The largest seller was AQR Arbitrage, exiting entirely with an estimated $509K sold.

• 51 institutional investors held Gabelli Healthcare & Wellness Trust (GRX) as of Q1 2026, down from 53 in Q4 2025.
• Funds reported $53.8M of Gabelli Healthcare & Wellness Trust stock for Q1 2026, down 5.8% quarter-over-quarter.
• 8 funds opened new Gabelli Healthcare & Wellness Trust positions in Q1 2026 and 9 closed out, a net change of -1 holder.
• The largest Gabelli Healthcare & Wellness Trust buyer in Q1 2026 was Sit Investment Associates, an estimated $1.6M added.
• The largest Gabelli Healthcare & Wellness Trust seller in Q1 2026 was AQR Arbitrage, an estimated $509K sold.

Based on aggregated 13F filings for Q1 2026.