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Embecta

370 hedge funds and large institutions have $850M invested in Embecta in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-27
Holders Change %
-6.8%
% of All Funds
5.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
84
Reduced
137
Closed
52
Calls
$3.4M
Puts
$3.08M
Net Calls
+$323K
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
APC
276
Aspire Private Capital
North Carolina
$496
DAM
277
Delta Asset Management
Tennessee
$482
BWP
278
Baldwin Wealth Partners
Massachusetts
$482
BIA
279
Bell Investment Advisors
California
$482 +$452 +30 +1,500%
PSB
280
Piscataqua Savings Bank
New Hampshire
$480 -$165 -11 -26%
JWA
281
JFS Wealth Advisors
Pennsylvania
$467 -$151 -10 -24%
CMA
282
Cedar Mountain Advisors
Oregon
$467
NECFA
283
New England Capital Financial Advisors
Connecticut
$450
FCA
284
FinTrust Capital Advisors
South Carolina
$437
AF
285
Arrow Financial
New York
$436
SAG
286
Spotlight Asset Group
Illinois
$436
NRG
287
Nemes Rush Group
Michigan
$422 -$106 -7 -20%
CFS
288
CGC Financial Services
Oregon
$421
FHA
289
First Horizon Advisors
Tennessee
$415
MWM
290
Mascoma Wealth Management
New Hampshire
$406
ME
291
McIlrath & Eck
Washington
$406
TCA
292
Trifecta Capital Advisors
Illinois
$362
AF
293
Advisornet Financial
Minnesota
$331 -$166 -11 -33%
CAS
294
Coppell Advisory Solutions
Texas
$329
NSIM
295
North Star Investment Management
Illinois
$301
PMFA
296
Plante Moran Financial Advisors
Michigan
$301
FWM
297
Focused Wealth Management
New York
$301
BWL
298
Bogart Wealth LLC
Virginia
$286
CAC
299
Core Alternative Capital
Georgia
$272
RTL
300
Red Tortoise LLC
Georgia
$271