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Embecta

373 hedge funds and large institutions have $1.07B invested in Embecta in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $851M → $1.07B (+$216M)

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

0% more funds holding

Funds holding: 372373 (+1)

0.78% less ownership

Funds ownership: 98.67%97.89% (-0.78%)

11% less call options, than puts

Call options by funds: $953K | Put options by funds: $1.07M

35% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 123

Holders
373
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
80
Reduced
123
Closed
45
Calls
$953K
Puts
$1.07M
Net Calls
-$115K
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
Sachetta
Massachusetts
$2.39K +$2.07K +126 New
AIM
227
Arcadia Investment Management
Michigan
$2.37K
PTC
228
Private Trust Company
Ohio
$2.35K -$1.97K -120 -49%
GWS
229
Glassman Wealth Services
Virginia
$2.29K
CTWM
230
Cherry Tree Wealth Management
Minnesota
$2.04K
TPCW
231
TD Private Client Wealth
New York
$2.03K -$1.62K -99 -48%
CAL
232
Capital Advisors Ltd
Ohio
$2K -$148 -9 -7%
JEST
233
JTC Employer Solutions Trustee
Jersey
$2K
SC
234
SouthState Corp
Florida
$1.99K -$1.08K -66 -39%
WT
235
Washington Trust
Rhode Island
$1.93K
KA
236
Kozak & Associates
Colorado
$1.93K
TFA
237
Toth Financial Advisory
Virginia
$1.91K
BCM
238
Blume Capital Management
California
$1.89K
PGAM
239
Princeton Global Asset Management
New Jersey
$1.89K
GWM
240
Geneos Wealth Management
Colorado
$1.78K -$1.18K -72 -43%
RP
241
Raelipskie Partnership
Ontario, Canada
$1.63K +$1.41K +86 New
PFBT
242
Parkside Financial Bank & Trust
Missouri
$1.55K -$6.87K -419 -84%
MFC
243
Mechanics Financial Corp
Ohio
$1.51K -$1.31K -80 -50%
LTI
244
Laffer Tengler Investments
Tennessee
$1.51K -$312 -19 -19%
TWC
245
TD Waterhouse Canada
Ontario, Canada
$1.41K -$525 -32 -30%
JWM
246
Janiczek Wealth Management
Colorado
$1.36K -$33 -2 -3%
PAM
247
Paradigm Asset Management
New York
$1.34K
BSB
248
Bangor Savings Bank
Maine
$1.29K
AA
249
Addison Advisors
Vermont
$1.16K -$558 -34 -36%
SWM
250
Spire Wealth Management
Virginia
$1.13K -$180 -11 -14%

EMBC Hedge Fund Activity: Q4 2023 in Review

373 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Embecta (EMBC) for Q4 2023, worth a combined $1.07B — up 25% from $851M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EMBC positions and 45 closed out — a net gain of 5 holders — while 80 added to existing stakes and 123 trimmed.

The largest buyer was Deerfield Management, opening a new position worth an estimated $22.7M. The largest seller was American Century Companies, cutting an estimated $29.9M.

  • 373 institutional investors held Embecta (EMBC) as of Q4 2023, up from 372 in Q3 2023.
  • Funds reported $1.07B of Embecta stock for Q4 2023, up 25% quarter-over-quarter.
  • 50 funds opened new Embecta positions in Q4 2023 and 45 closed out, a net change of +5 holders.
  • The largest Embecta buyer in Q4 2023 was Deerfield Management, an estimated $22.7M added.
  • The largest Embecta seller in Q4 2023 was American Century Companies, an estimated $29.9M sold.

Based on aggregated 13F filings for Q4 2023.