Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GABELLI HEALTHCARE & WELLNES (GRX)

53 + Investors. Track Smart Money conviction in GRX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — GRX

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GRX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
53 funds currently hold this stock — 78% of the 3.0-year high of 68 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold GRX compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

21 buying20 selling
Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 23% medium 15% new
33 out of 53 hedge funds have held GRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +5%, value -41%

Value
-41%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

14 → 5 → 10 → 4 → 6 new funds/Q
New funds entering each quarter: 5 → 10 → 4 → 6. GRX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 13% 1-2yr 21% new
Of 53 current holders: 35 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
9 of 53 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GRX

In 2025 Q4, 21 hedge funds were net buyers of GRX (6 opened a new position, 15 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 53.

Hedge Fund Ownership: GRX

How many hedge funds hold GRX — quarterly history vs. share price
Quarterly hedge fund ownership of GRX vs. share price

Market Analysis: GRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GRX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: GRX
2026 Q1 Stats Unlock in 1 days 53 + Investors

Track Smart Money conviction in GRX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 53 -
13F Shares 6M 6M 5.03%
Total Value $484M $822M -41.16%
New Positions 6 4 +2
Increased Positions 15 12 +3
Closed Positions 6 8 -2
Reduced Positions 13 16 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GRX

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Institutional Holders (2026 Q1)

53 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GRX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of GRX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saba Capital Management, L.P. 0.53% 2,118,201 $19.2M
2 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.40% 308,899 $2.8M
3 SIT INVESTMENT ASSOCIATES INC 0.22% 1,198,562 $11K
4 Aviance Capital Partners, LLC 0.18% 171,325 $1.6M
5 Closed-End Fund Advisors, Inc. 0.11% 11,744 $106K
6 EVOLVE PRIVATE WEALTH, LLC 0.09% 178,582 $1.6M
7 UHLMANN PRICE SECURITIES, LLC 0.04% 61,590 $557K
8 GAMCO INVESTORS, INC. ET AL 0.03% 346,026 $3.1M
9 ABSOLUTE INVESTMENT ADVISERS, LLC 0.02% 20,713 $187K
10 Quarry LP 0.02% 12,863 $116K
11 STEPHENS INC /AR/ 0.01% 120,692 $1.1M
12 GABELLI & Co INVESTMENT ADVISERS, INC. 0.01% 10,000 $90K
13 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% 8,009 $73K
14 &PARTNERS 0.00% 104,536 $946K
15 NewEdge Advisors, LLC 0.00% 67,334 $67K
16 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 3,618 $33K
17 Waverly Advisors, LLC 0.00% 27,775 $251K
18 Golden State Wealth Management, LLC 0.00% 1,811 $16K
19 CAPSTONE INVESTMENT ADVISORS, LLC 0.00% 99,441 $900K
20 Beacon Pointe Advisors, LLC 0.00% 32,615 $295K
21 Private Advisor Group, LLC 0.00% 19,888 $180K
22 HIGHLINE WEALTH PARTNERS LLC 0.00% 300 $3K
23 LPL Financial LLC 0.00% 278,227 $2.5M
24 Janney Montgomery Scott LLC 0.00% 28,599
25 WELLS FARGO & COMPANY/MN 0.00% 258,660 $2.3M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GABELLI HEALTHCARE & WELLNES (GRX)

What does the Smart Money Trend signal show for GRX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GRX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GRX?

Slight buying edge — 51% buying: Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GRX holders?

Smaller funds dominant — 2% AUM from top-100: 9 of 53 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GRX?

62% of holders stayed for 2+ years: 33 out of 53 hedge funds have held GRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.