Gabelli Healthcare & Wellnes (GRX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of GRX (all 13F filers)
- Saba Capital Management2.1 MInvestment firm0
- SIT Investment Associates1.2 MType not verified0
- GAMCO Investors346 KType not verified0
- Blue Bell Private Wealth Management328 KWealth adviser+19 K
- LPL Financial259 KWealth adviser−19 K
- Wells Fargo253 KBank or trading desk−5,442
- Morgan Stanley229 KBank or trading desk+18 K
- Evolve Private Wealth177 KWealth adviser−1,957
- Aviance Capital Partners171 KType not verified+117
- Stephens118 KType not verified−2,343
- Shares
- 2.1 M
- Change
- 0
See more
- Type
- Investment firm
- Value
- $20.0M
- Shares
- 1.2 M
- Change
- 0
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- Type
- Type not verified
- Value
- $11.3M
- Shares
- 346 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $3.3M
- Blue Bell Private Wealth Management
- Shares
- 328 K
- Change
- +19 K
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- Type
- Wealth adviser
- Value
- $3.1M
- Shares
- 259 K
- Change
- −19 K
See more
- Type
- Wealth adviser
- Value
- $2.5M
- Shares
- 253 K
- Change
- −5,442
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- Type
- Bank or trading desk
- Value
- $2.4M
- Shares
- 229 K
- Change
- +18 K
See more
- Type
- Bank or trading desk
- Value
- $2.2M
- Shares
- 177 K
- Change
- −1,957
See more
- Type
- Wealth adviser
- Value
- $1.7M
- Aviance Capital Partners
- Shares
- 171 K
- Change
- +117
See more
- Type
- Type not verified
- Value
- $1.6M
- Shares
- 118 K
- Change
- −2,343
See more
- Type
- Type not verified
- Value
- $1.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 1 · $536K
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Saba Capital Management14.32%13D · amendmentfiling ↗Event: Aug 27, 2026 · filed: Aug 28, 2026
- Saba Capital Management13.3%13D · amendmentfiling ↗Event: Oct 16, 2025 · filed: Oct 20, 2025
- SIT Investment Associates5.4%13Gfiling ↗Event: Sep 30, 2025 · filed: Oct 2, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.