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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
CT
301
Clearstead Trust
Maine
$322
AA
302
Ancora Advisors
Ohio
$303 -$14.4K -876 -98%
RTL
303
Red Tortoise LLC
Georgia
$303 -$33 -2 -11%
EL
304
EMFO LLC
Florida
$303
MHR
305
Matthew Hamilton Rosenberg
$284
TAM
306
Tucker Asset Management
Colorado
$265
WIM
307
Westside Investment Management
California
$265
CFFP
308
Center for Financial Planning
Michigan
$247
CAS
309
Coppell Advisory Solutions
Texas
$246
HIA
310
Harbor Investment Advisory
Maryland
$246
PS
311
Principal Securities
Iowa
$246 +$213 +13 New
SFCL
312
Strengthening Families & Communities LLC
Massachusetts
$231
LOIP
313
Live Oak Investment Partners
Texas
$228
SIC
314
Salem Investment Counselors
North Carolina
$228
MSWM
315
McGlone Suttner Wealth Management
Wisconsin
$216 +$180 +11 New
PP
316
PFS Partners
New Jersey
$214
ZB
317
Zions Bancorporation
Utah
$208 -$66 -4 -27%
IRC
318
Investors Research Corp
Georgia
$208
BWM
319
Baystate Wealth Management
Massachusetts
$197
JWA
320
JFS Wealth Advisors
Pennsylvania
$190 -$345 -21 -68%
GJIA
321
Glass Jacobson Investment Advisors
Maryland
$190
RWPA
322
Richard W. Paul & Associates
Michigan
$177
AWM
323
Abound Wealth Management
Tennessee
$152
OIA
324
Optimum Investment Advisors
Illinois
$151 -$131 -8 -50%
BC
325
Barrett & Company
Rhode Island
$151

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.