GABELLI HEALTHCARE & WELL (GRX) Institutional Shareholders

GABELLI HEALTHCARE & WELL (GRX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $42.55M in GRX holdings during the latest filing period.

Saba Capital Management, L.P. is currently the largest disclosed institutional shareholder of GRX tracked by InsiderSet, reporting ownership valued at approximately $19.17M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.82M, representing an estimated gain of +8.62% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed GRX value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Gamco Investors, Inc. Et Al, Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in GABELLI HEALTHCARE & WELL (GRX).

This page ranks the largest institutional GRX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

47

Total Reported Value

$42.55M

Largest Holder

Saba Capital Management, L.P.

Largest Position

$19.17M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

60

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Saba Capital Management, L.P.0.61%2,118,201$19,169,719$20,821,916+$1,652,197+8.62%
Gamco Investors, Inc. Et Al0.03%346,026$3,131,534$3,401,436+$269,902+8.62%
Blue Bell Private Wealth Management, Llc0.40%308,899$2,795,538$3,036,477+$240,939+8.62%
Lpl Financial Llc0.00%278,227$2,517,953$2,734,971+$217,018+8.62%
Wells Fargo & Company/Mn0.00%258,660$2,340,868$2,542,628+$201,760+8.62%
Morgan Stanley0.00%210,751$1,907,304$2,071,682+$164,378+8.62%
Evolve Private Wealth, Llc0.09%178,582$1,616,167$1,755,461+$139,294+8.62%
Aviance Capital Partners, Llc0.18%171,325$1,550,491$1,684,125+$133,634+8.62%
Stephens Inc0.01%118,349$1,118,398$1,163,371+$44,973+4.02%
&Partners0.00%104,536$946,052$1,027,589+$81,537+8.62%
Capstone Investment Advisors, Llc0.01%99,441$899,941$977,505+$77,564+8.62%
Uhlmann Price Securities, Llc0.03%77,700$734,314$763,791+$29,477+4.01%
Atlas Wealth Llc0.08%61,294$579,228$602,520+$23,292+4.02%
Ubs Group Ag0.00%57,189$517,560$562,168+$44,608+8.62%
Raymond James Financial Inc0.00%34,119$308,774$335,390+$26,616+8.62%
Beacon Pointe Advisors, Llc0.00%32,615$295,166$320,605+$25,439+8.62%
Waverly Advisors, Llc0.00%27,775$251,365$273,028+$21,663+8.62%
Creative Planning0.00%27,145$245,661$266,835+$21,174+8.62%
Alessandra Capital Management, Llc0.15%23,087$218,172$226,945+$8,773+4.02%
Wealth Enhancement Advisory Services, Llc0.00%22,186$212,987$218,088+$5,101+2.40%
Susquehanna International Group, Llp0.00%18,567$168,031$182,514+$14,483+8.62%
Royal Bank Of Canada0.00%16,541$149,000$162,598+$13,598+9.13%
Commonwealth Equity Services, Llc0.00%14,563$137,620$143,154+$5,534+4.02%
Quarry Lp0.02%12,863$116,410$126,443+$10,033+8.62%
Osaic Holdings, Inc.0.00%12,237$110,741$120,290+$9,549+8.62%
Closed-End Fund Advisors, Inc.0.10%11,269$106,492$110,774+$4,282+4.02%
International Assets Investment Management, Llc0.01%10,508$99,511$103,294+$3,783+3.80%
Gabelli & Co Investment Advisers, Inc.0.01%10,000$90,500$98,300+$7,800+8.62%
Newedge Advisors, Llc0.00%67,334$67,334$661,893+$594,559+883.00%
Creative Financial Designs Inc0.00%3,618$34,190$35,565+$1,375+4.02%
Allworth Financial Lp0.00%3,740$33,848$36,764+$2,916+8.62%
Fifth Third Bancorp0.00%3,620$32,761$35,585+$2,824+8.62%
Sit Investment Associates Inc0.22%1,198,562$10,847$11,781,864+$11,771,017+108518.65%
Rockefeller Capital Management L.P.0.00%1,037$9,385$10,194+$809+8.62%
Cwm, Llc0.00%850$7,693$8,356+$663+8.61%
Advisory Services Network, Llc0.00%841$7,613$8,267+$654+8.59%
Wolverine Asset Management Llc0.00%323$2,923$3,175+$252+8.62%
Highline Wealth Partners Llc0.00%300$2,835$2,949+$114+4.02%
Td Waterhouse Canada Inc.0.00%160$1,512$1,573+$61+4.02%
Hilltop National Bank0.00%100$945$983+$38+4.02%
Pnc Financial Services Group, Inc.0.00%99$896$973+$77+8.61%
Soa Wealth Advisors, Llc.0.00%60$567$590+$23+4.02%
Federation Des Caisses Desjardins Du Quebec0.00%48$434$472+$38+8.72%
Jpl Wealth Management, Llc0.00%47$426$462+$36+8.45%
Janney Montgomery Scott Llc0.00%28,599$259$281,128+$280,869+108443.69%
Prestige Wealth Management Group Llc0.00%17$154$167+$13+8.51%
Key Financial Inc0.00%5$47$49+$2+4.57%

Frequently asked questions about GRX

  • Who owns the most GRX stock?

    The largest holders of GRX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GABELLI HEALTHCARE & WELL (GRX).

  • Is GRX widely held by superinvestors?

    Many widely followed stocks like GRX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GRX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.