Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gabelli Healthcare & Wellnes (GRX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
3Q ▼
Buyers last Q
45%

Smart Money Signals — GRX

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 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 — 72% of 3.0Y peak

72% of all-time peak
49 funds currently hold this stock — 72% 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 — 14% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold GRX compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

21 buying26 selling
Last quarter: 26 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 4 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 20% medium ■ 12% new
33 out of 49 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 -0%, value -91%

Value
-91%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -91%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~7 new funds/quarter

5 → 10 → 4 → 6 → 7 new funds/Q
New funds entering each quarter: 10 → 4 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 14% newcomers

■ 71% veterans ■ 14% 1-2yr ■ 14% new
Entry-cohort mix of 49 holders: 35 (71%) are 2+ year veterans, 7 entered 1–2 years ago, and 7 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
7 of 49 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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 2026 Q1, 21 hedge funds were net buyers of GRX (7 opened a new position, 14 added to an existing one), while 26 reduced or exited (15 trimmed, 11 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 49.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GRX
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 49 6.12%
13F Shares 6M 6M -0.5%
Total Value $44M $42M 5.15%
New Positions 11 7 +4
Increased Positions 7 14 -7
Closed Positions 8 11 -3
Reduced Positions 17 15 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GRX

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Financial Highlights

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Institutional Holders (2026 Q2)

52 + 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 GRX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saba Capital Management, L.P. 0.51% 2,118,201 $20.0M
2 Blue Bell Private Wealth Management, LLC 0.39% 327,658 $3.1M
3 Aviance Capital Partners, LLC 0.17% 171,442 $1.6M
4 Alessandra Capital Management, LLC 0.15% 23,087 $218K
5 Closed-End Fund Advisors, Inc. 0.10% 11,269 $106K
6 Evolve Private Wealth, LLC 0.10% 176,625 $1.7M
7 Atlas Wealth LLC 0.08% 61,294 $579K
8 Gamco Investors, INC. Et Al 0.03% 346,026 $3.3M
9 Uhlmann Price Securities, LLC 0.03% 77,700 $734K
10 GABELLI & Co INVESTMENT ADVISERS, INC. 0.01% 10,000 $94K
11 Stephens Inc /Ar/ 0.01% 118,349 $1.1M
12 International Assets Investment Management, LLC 0.01% 10,508 $100K
13 &Partners 0.00% 93,507 $882K
14 NewEdge Advisors, LLC 0.00% 66,589 $629K
15 Capstone Investment Advisors, LLC 0.00% 99,441 $940K
16 Creative Financial Designs Inc /Adv 0.00% 3,618 $34K
17 XTX Topco Ltd 0.00% 10,031 $95K
18 Waverly Advisors, LLC 0.00% 20,290 $192K
19 Beacon Pointe Advisors, LLC 0.00% 24,055 $227K
20 Highline Wealth Partners LLC 0.00% 300 $3K
21 LPL Financial LLC 0.00% 259,281 $2.5M
22 Wells Fargo & Company/Mn 0.00% 253,218 $2.4M
23 Wealth Enhancement Advisory Services, LLC 0.00% 22,186 $213K
24 Hilltop National Bank 0.00% 100 —
25 Commonwealth Equity Services, LLC 0.00% 14,563 $138K
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 — 3 quarters in a row: For 3 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?

More sellers than buyers — 45% buying: Last quarter: 26 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GRX holders?

Smaller funds dominant — 18% AUM from top-100: 7 of 49 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GRX?

67% of holders stayed for 2+ years: 33 out of 49 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.

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