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Embecta

337 hedge funds and large institutions have $536M invested in Embecta in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 92 increasing their positions, 94 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 98.28%102.33% (+4.1%)

2% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 94

6% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.17M

7% less funds holding

Funds holding: 361337 (-24)

22% less capital invested

Capital invested by funds: $691M → $536M (-$155M)

24% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 55

Holders
337
Holders Change
-24
Holders Change %
-6.65%
% of All Funds
4.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
92
Reduced
94
Closed
55
Calls
$1.1M
Puts
$1.17M
Net Calls
-$70K
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
301
Ares Financial Consulting
California
$62 +$73 +7 New
TFA
302
Transamerica Financial Advisors
Florida
$61
NF
303
Napier Financial
Massachusetts
$53 +$63 +6 New
SFCL
304
Strengthening Families & Communities LLC
Massachusetts
$51
ADL
305
Asset Dedication LLC
California
$45
CTA
306
Colonial Trust Advisors
South Carolina
$44
MWPCG
307
Measured Wealth Private Client Group
New Hampshire
$44
TCOT
308
Trust Company of Toledo
Ohio
$44
MG
309
Mather Group
Illinois
$44 +$52 +5 New
SS
310
Sunbelt Securities
Texas
$38
AGWCA
311
Annis Gardner Whiting Capital Advisors
Florida
$36 -$1.23K -118 -97%
AAG
312
Armstrong Advisory Group
Massachusetts
$36
SIC
313
SJS Investment Consulting
Ohio
$36 +$42 +4 New
CVM
314
Cheviot Value Management
California
$35
TC
315
Trust Company
Kansas
$35
PWA
316
Physician Wealth Advisors
Utah
$27 -$875 -84 -97%
AIC
317
Archer Investment Corporation
Indiana
$27
DAM
318
Delta Asset Management
Tennessee
$27
FHC
319
First Horizon Corporation
Tennessee
$27
PP
320
PFS Partners
New Jersey
$21
MSFP
321
Mark Sheptoff Financial Planning
Connecticut
$20 +$52 +5 New
BIA
322
Bell Investment Advisors
California
$18
ECA
323
Elevated Capital Advisors
Utah
$18
GBT
324
Grove Bank & Trust
Florida
$18
HNW
325
High Note Wealth
Minnesota
$18