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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
PO
326
Private Ocean
California
$984
SC
327
Stephens Consulting
Michigan
$957
CTB
328
Country Trust Bank
Illinois
$956
NMG
329
New Millennium Group
Utah
$956
WP
330
WealthPLAN Partners
Nebraska
$956 +$965 +34 New
BCFD
331
Boit C.F. David
$935 -$2.13K -75 -70%
AF
332
Advisornet Financial
Minnesota
$928 -$28 -1 -3%
APC
333
Aspire Private Capital
North Carolina
$928
DFCM
334
Dark Forest Capital Management
Puerto Rico
$900 -$10.9K -383 -92%
BWP
335
Baldwin Wealth Partners
Massachusetts
$900
CMA
336
Cedar Mountain Advisors
Oregon
$872
NECFA
337
New England Capital Financial Advisors
Connecticut
$829
AF
338
Arrow Financial
New York
$815
IWP
339
IAG Wealth Partners
Wisconsin
$815
AAS
340
Ameritas Advisory Services
Nebraska
$799 +$795 +28 New
FHA
341
First Horizon Advisors
Tennessee
$766 -$539 -19 -41%
LWP
342
Lumature Wealth Partners
Georgia
$759 -$57 -2 -7%
ME
343
McIlrath & Eck
Washington
$759
TFP
344
Tilia Fiduciary Partners
North Carolina
$759
ZB
345
Zions Bancorporation
Utah
$759
MWM
346
Mascoma Wealth Management
New Hampshire
$749
FCA
347
FinTrust Capital Advisors
South Carolina
$734
JWM
348
Janiczek Wealth Management
Colorado
$705
PWMG
349
Prestige Wealth Management Group
New Jersey
$676 +$426 +15 +167%
WCMN
350
Westchester Capital Management (Nebraska)
Nebraska
$675 -$255 -9 -27%

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.