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Embecta

434 hedge funds and large institutions have $1.56B invested in Embecta in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 72 increasing their positions, 177 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

3% less funds holding

Funds holding: 446434 (-12)

4.12% less ownership

Funds ownership: 101.44%97.32% (-4.1%)

59% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 177

76% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $6.39M

Holders
434
Holders Change
-12
Holders Change %
-2.69%
% of All Funds
6.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
72
Reduced
177
Closed
58
Calls
$1.53M
Puts
$6.39M
Net Calls
-$4.86M
Net Calls Change
-$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
301
JNBA Financial Advisors
Minnesota
$1.38K
NFSG
302
Newbridge Financial Services Group
Florida
$1.38K
CWP
303
Concord Wealth Partners
Virginia
$1.37K
WWP
304
WR Wealth Planners
Missouri
$1.36K
PK
305
Pflug Koory
Nebraska
$1.35K -$341 -12 -20%
EI
306
Ellevest Inc
New York
$1.32K
HIA
307
Harbor Investment Advisory
Maryland
$1.32K
CFO
308
CVA Family Office
Colorado
$1.26K
JWA
309
JFS Wealth Advisors
Pennsylvania
$1.24K -$114 -4 -8%
PB
310
Pinnacle Bancorp
Nebraska
$1.24K
OSNBOA
311
Old Second National Bank of Aurora
Illinois
$1.21K
PSB
312
Piscataqua Savings Bank
New Hampshire
$1.21K -$170 -6 -12%
CHC
313
City Holding Co
West Virginia
$1.21K
SFFS
314
Stonehage Fleming Financial Services
Jersey
$1.2K -$766 -27 -39%
FFA
315
Farther Finance Advisors
California
$1.15K -$255 -9 -18%
AWM
316
Atticus Wealth Management
Florida
$1.07K
TF
317
TimeScale Financial
Massachusetts
$1.07K
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$1.01K
DAM
319
Delta Asset Management
Tennessee
$1.01K -$1.05K -37 -51%
Credit Agricole
320
Credit Agricole
France
$1.01K
BFEC
321
Benjamin F. Edwards & Company
Missouri
$1K -$539 -19 -31%
POIA
322
Pin Oak Investment Advisors
Texas
$1K
HFS
323
Hantz Financial Services
Michigan
$1K +$511 +18 +225%
HBW
324
Hazlett, Burt & Watson
West Virginia
$1K +$568 +20 New
CFGS
325
Concourse Financial Group Securities
Alabama
$984 -$10K -354 -91%

EMBC Hedge Fund Activity: Q1 2023 in Review

434 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Embecta (EMBC) for Q1 2023, worth a combined $1.56B — up 7.6% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EMBC and 55 opened new positions — a net loss of 3 holders — while 177 trimmed existing stakes and 72 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $44.9M. The largest seller was State Street, cutting an estimated $154M.

  • 434 institutional investors held Embecta (EMBC) as of Q1 2023, down from 446 in Q4 2022.
  • Funds reported $1.56B of Embecta stock for Q1 2023, up 7.6% quarter-over-quarter.
  • 55 funds opened new Embecta positions in Q1 2023 and 58 closed out, a net change of -3 holders.
  • The largest Embecta buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $44.9M added.
  • The largest Embecta seller in Q1 2023 was State Street, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2023.