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Embecta

337 hedge funds and large institutions have $536M invested in Embecta in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 92 increasing their positions, 94 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 98.28%102.33% (+4.1%)

2% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 94

6% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.17M

7% less funds holding

Funds holding: 361337 (-24)

22% less capital invested

Capital invested by funds: $691M → $536M (-$155M)

24% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 55

Holders
337
Holders Change
-24
Holders Change %
-6.65%
% of All Funds
4.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
92
Reduced
94
Closed
55
Calls
$1.1M
Puts
$1.17M
Net Calls
-$70K
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
251
CGC Financial Services
Oregon
$248
AW
252
Ankerstar Wealth
Texas
$248 +$177 +17 +155%
SIS
253
Sound Income Strategies
Florida
$224 -$10.6K -1,017 -98%
SWM
254
SHP Wealth Management
Massachusetts
$212
ME
255
McIlrath & Eck
Washington
$203
CH
256
CDKV Holdings
Colorado
$195
DPW
257
DiNuzzo Private Wealth
Pennsylvania
$195
TCA
258
Trifecta Capital Advisors
Illinois
$186
CA
259
Clearstead Advisors
Ohio
$177 -$73 -7 -26%
AG
260
AmeriFlex Group
Nevada
$177
HNB
261
Hilltop National Bank
Wyoming
$177
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$176 +$125 +12 +150%
FDCP
263
Foster Dykema Cabot & Partners
Massachusetts
$168
PUI
264
Purpose Unlimited Inc
$168
AEPWM
265
Atlantic Edge Private Wealth Management
Florida
$160
HC
266
Hara Capital
Washington
$159
KFI
267
Key Financial Inc
Pennsylvania
$159
VWA
268
VSM Wealth Advisory
Maryland
$159
LI
269
Louisbourg Investments
New Brunswick, Canada
$150
CTC
270
Central Trust Company
Missouri
$142
DWM
271
Darwin Wealth Management
Florida
$142 +$10 +1 +7%
MFT
272
Moisand Fitzgerald Tamayo
Florida
$133
RTL
273
Red Tortoise LLC
Georgia
$133
BCWM
274
Bartlett & Co Wealth Management
Ohio
$120 -$323 -31 -70%
FPF
275
First Pacific Financial
Washington
$120 +$10 +1 +8%