Gabelli Healthcare & Wellness Trust
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.
1.98% more ownership
Funds ownership: 38.26% → 40.25% (+2%)
7% more capital inflows, than outflows
Capital inflows: $2.79M | Capital outflows: $2.62M
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
4% less funds holding
Funds holding: 53 → 51 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.6M |
| 2 |
ACM
Alessandra Capital Management
Torrance,
California
|
+$284K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$178K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$155K |
| 5 |
Morgan Stanley
New York
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Arbitrage
Greenwich,
Connecticut
|
-$509K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$473K |
| 3 |
TCM
Traub Capital Management
Needham,
Massachusetts
|
-$336K |
| 4 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$225K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$202K |
GRX Hedge Fund Activity: Q1 2026 in Review
51 of the 8,210 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.