Gabelli Healthcare & WellGRX
13F holders, Q1 2025 (March 31)61holders −5
6new positions
9sold out
1famous investor
$10.08avg. 13F price*
At the end of Q1 2025, 61 institutions reported holding Gabelli Healthcare & Well (GRX) in their 13F filings, down 5 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($19.7M), Sit Investment Associates Inc. ($4.3M) and Wells Fargo & Company ($4.2M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Gabelli Healthcare & Well
- CUSIP
- 36246K103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $466K |
| Exits | 9 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 230,390 shares bought and 311,995 shares sold, net −81,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Saba Capital Management, L.P. | 0.55% | Add +2.4% | 1,956,488 | $19.7M |
| Sit Investment Associates Inc. | 0.10% | Add +16.1% | 426,290 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 416,817 | $4.2M |
| GAMCO Investors | 0.04% | Add +2.3% | 350,109 | $3.5M |
| LPL Financial LLC | 0.00% | Add +3.1% | 289,088 | $2.9M |
| Blue Bell Private Wealth Management, LLC | 0.42% | Add +6.5% | 219,245 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 181,853 | $1.8M |
| Aviance Capital Partners, LLC | 0.24% | Add +33.6% | 165,884 | $1.7M |
| AQR Arbitrage LLC | 0.05% | Reduce -12.4% | 123,319 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.6% | 120,000 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -0.3% | 108,180 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 99,441 | $1.0M |
| Absolute Investment Advisers, LLC | 0.13% | Add +7.1% | 90,299 | $910K |
| Matisse Capital | 0.46% | Reduce -13.9% | 87,125 | $878K |
| CSS LLC | 0.14% | No change | 67,883 | $684K |
| UBS Group AG | 0.00% | Reduce -9.7% | 66,614 | $671K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 62,988 | $635K |
| Waverly Advisors, LLC | 0.01% | Reduce -8.6% | 44,814 | $452K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.2% | 33,595 | $339K |
| Quarry LP | 0.08% | No change | 29,140 | $294K |
| Creative Planning | 0.00% | Add +0.0% | 26,914 | $271K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.1% | 25,563 | $258K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.5% | 24,920 | $251K |
| Uhlmann Price Securities, LLC | 0.18% | Add +1.5% | 24,750 | $249K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 19,779 | $199K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.9% | 16,312 | $164K |
| Shaker Financial Services, LLC | 0.06% | New | 15,337 | $155K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -41.4% | 13,458 | $136K |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 12,723 | $128K |
| NWF Advisory Services Inc. | 0.02% | New | 11,800 | $119K |
| Oppenheimer & Co. Inc. | 0.00% | New | 11,196 | $113K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 10,413 | $105K |
| Wolverine Asset Management LLC | 0.01% | New | 7,782 | $78K |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 5,479 | $55K |
| Ancora Advisors LLC | 0.00% | Reduce -19.4% | 4,150 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 4,120 | $42K |
| Comerica Bank | 0.00% | No change | 3,300 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,350 | $24K |
| Golden State Wealth Management, LLC | 0.00% | No change | 1,811 | $18K |
| Beacon Capital Management, LLC | 0.00% | Add +1.5% | 987 | $10K |
| Cwm, LLC | 0.00% | No change | 850 | $9K |
| JPMorgan Chase & Co. | 0.00% | Add +127.1% | 511 | $5K |
| Community Bank, N.A. | 0.00% | No change | 500 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 164 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 160 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 152 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 120 | $1K |
| Clearstead Advisors, LLC | 0.00% | Add +1.0% | 104 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 92 | $927 |
| US Bancorp \de | 0.00% | No change | 87 | $877 |
| Continuum Advisory, LLC | 0.00% | Add +1.2% | 87 | $876 |
| Vermillion Wealth Management, Inc. | 0.00% | Add +1.2% | 85 | $860 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 74 | $746 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 60 | $605 |
| Assetmark, Inc. | 0.00% | No change | 58 | $585 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $484 |
| Principal Securities, Inc. | 0.00% | No change | 50 | $482 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 34 | $343 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $172 |
| Key Financial Inc | 0.00% | No change | 10 | $101 |
| Allworth Financial LP | 0.00% | No change | 5 | $52 |
"% of holder's portfolio" is GRX's weight in each manager's 13F, not the share of Gabelli Healthcare & Well the manager owns.