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Embecta

397 hedge funds and large institutions have $1.16B invested in Embecta in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 148 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-34
Holders Change %
-7.89%
% of All Funds
6.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
78
Reduced
148
Closed
68
Calls
$662K
Puts
$1.95M
Net Calls
-$1.29M
Net Calls Change
+$3.57M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
301
Delta Asset Management
Tennessee
$691 -$86 -4 -11%
BCFD
302
Boit C.F. David
$691
BWP
303
Baldwin Wealth Partners
Massachusetts
$691
CMA
304
Cedar Mountain Advisors
Oregon
$670
MCM
305
McMillion Capital Management
North Carolina
$648 +$648 +30 New
NECFA
306
New England Capital Financial Advisors
Connecticut
$640 +$21 +1 +3%
AF
307
Arrow Financial
New York
$626
IWP
308
IAG Wealth Partners
Wisconsin
$626
SAG
309
Spotlight Asset Group
Illinois
$626 +$626 +29 New
CFS
310
CGC Financial Services
Oregon
$605 +$605 +28 New
MWM
311
Mascoma Wealth Management
New Hampshire
$599
FHA
312
First Horizon Advisors
Tennessee
$592
ME
313
McIlrath & Eck
Washington
$583
LWP
314
Lumature Wealth Partners
Georgia
$583
TFP
315
Tilia Fiduciary Partners
North Carolina
$583
WP
316
WealthPLAN Partners
Nebraska
$540 -$194 -9 -26%
JWM
317
Janiczek Wealth Management
Colorado
$540
PWMG
318
Prestige Wealth Management Group
New Jersey
$519
TCA
319
Trifecta Capital Advisors
Illinois
$519
MHR
320
Matthew Hamilton Rosenberg
$518
AAP
321
Arax Advisory Partners
Colorado
$479 -$1.63K -75 -77%
NSIM
322
North Star Investment Management
Illinois
$432 -$2.18K -101 -83%
PMFA
323
Plante Moran Financial Advisors
Michigan
$432
FWM
324
Focused Wealth Management
New York
$432
BWL
325
Bogart Wealth LLC
Virginia
$410