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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 %
CT
301
Clearstead Trust
Maine
$256
EL
302
EMFO LLC
Florida
$241
OIA
303
Optimum Investment Advisors
Illinois
$241 +$121 +8 +100%
MHR
304
Matthew Hamilton Rosenberg
$226 -$136 -9 -38%
ZB
305
Zions Bancorporation
Utah
$226
WIM
306
Westside Investment Management
California
$211
TAM
307
Tucker Asset Management
Colorado
$211
HIA
308
Harbor Investment Advisory
Maryland
$196
CFFP
309
Center for Financial Planning
Michigan
$196
SFFS
310
Stonehage Fleming Financial Services
Jersey
$195 -$240 -16 -55%
SIC
311
Salem Investment Counselors
North Carolina
$181
LOIP
312
Live Oak Investment Partners
Texas
$180 -$258
PP
313
PFS Partners
New Jersey
$169
IRC
314
Investors Research Corp
Georgia
$166
BWM
315
Baystate Wealth Management
Massachusetts
$155
GJIA
316
Glass Jacobson Investment Advisors
Maryland
$151
RWPA
317
Richard W. Paul & Associates
Michigan
$140
WBC
318
West Branch Capital
Massachusetts
$121
AWM
319
Abound Wealth Management
Tennessee
$121
AssetMark Inc
320
AssetMark Inc
California
$120
BC
321
Barrett & Company
Rhode Island
$120
GIS
322
Grayhawk Investment Strategies
Alberta, Canada
$120
AAP
323
Arax Advisory Partners
Colorado
$109 -$234 -15 -68%
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$108
VAG
325
VisionPoint Advisory Group
Texas
$105