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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
CFS
276
CGC Financial Services
Oregon
$530
MSG
277
Main Street Group
Virginia
$530 +$459 +28 New
FHA
278
First Horizon Advisors
Tennessee
$527
MWM
279
Mascoma Wealth Management
New Hampshire
$511
ME
280
McIlrath & Eck
Washington
$511
LI
281
Louisbourg Investments
New Brunswick, Canada
$511 +$443 +27 New
IGWM
282
ICA Group Wealth Management
Colorado
$493 +$427 +26 New
CT
283
Caldwell Trust
Florida
$492
HI
284
Harbour Investments
Wisconsin
$460 -$2.92K -178 -88%
SAG
285
Spotlight Asset Group
Illinois
$436
PCWA
286
Pacific Capital Wealth Advisors
California
$435 +$377 +23 New
DPW
287
DiNuzzo Private Wealth
Pennsylvania
$417 +$361 +22 New
AF
288
Advisornet Financial
Minnesota
$416
LFA
289
Livelsberger Financial Advisory
Ohio
$416 +$361 +22 New
TCA
290
Trifecta Capital Advisors
Illinois
$398 -$49 -3 -13%
TF
291
Tompkins Financial
New York
$398 +$345 +21 New
FWM
292
Focused Wealth Management
New York
$379
NSIM
293
North Star Investment Management
Illinois
$379
PMFA
294
Plante Moran Financial Advisors
Michigan
$379
NFA
295
Northwest Financial Advisors
Virginia
$379 +$328 +20 New
BWL
296
Bogart Wealth LLC
Virginia
$360
FDCP
297
Foster Dykema Cabot & Partners
Massachusetts
$360 +$312 +19 New
KFI
298
Key Financial Inc
Pennsylvania
$341 -$787 -48 -73%
AEPWM
299
Atlantic Edge Private Wealth Management
Florida
$341 +$295 +18 New
CAC
300
Core Alternative Capital
Georgia
$323 -$16 -1 -6%

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.