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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
TIM
251
Tortoise Investment Management
New York
$1.1K +$98 +6 +12%
ST
252
Smithfield Trust
Pennsylvania
$1K
BFEC
253
Benjamin F. Edwards & Company
Missouri
$1K +$49 +3 +9%
JFA
254
JNBA Financial Advisors
Minnesota
$928
NFSG
255
Newbridge Financial Services Group
Florida
$928
CFO
256
CVA Family Office
Colorado
$852 +$738 +45 New
CTC
257
Central Trust Company
Missouri
$796 -$33 -2 -5%
Macquarie Group
258
Macquarie Group
Australia
$795
GRP
259
Global Retirement Partners
California
$764 +$33 +2 +5%
UB
260
UMB Bank
Missouri
$757 -$984 -60 -60%
Toronto Dominion Bank
261
Toronto Dominion Bank
Ontario, Canada
$757
AWM
262
Atticus Wealth Management
Florida
$720
PK
263
Pflug Koory
Nebraska
$644 -$82 -5 -13%
NMG
264
New Millennium Group
Utah
$644
CFGS
265
Concourse Financial Group Securities
Alabama
$624 -$33 -2 -6%
APC
266
Aspire Private Capital
North Carolina
$624
DAM
267
Delta Asset Management
Tennessee
$606
TFIPS
268
Towarzystwo Funduszy Inwestycyjnych PZU SA
$606 +$525 +32 New
PSB
269
Piscataqua Savings Bank
New Hampshire
$604
AIM
270
Anchor Investment Management
South Carolina
$587 -$607 -37 -54%
CMA
271
Cedar Mountain Advisors
Oregon
$587
NECFA
272
New England Capital Financial Advisors
Connecticut
$571
MFT
273
Moisand Fitzgerald Tamayo
Florida
$568 -$443 -27 -47%
AF
274
Arrow Financial
New York
$549
NRG
275
Nemes Rush Group
Michigan
$531

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.