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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
GIS
326
Grayhawk Investment Strategies
Alberta, Canada
$151
AT
327
Arlington Trust
Alabama
$151 +$131 +8 New
AAP
328
Arax Advisory Partners
Colorado
$138
AssetMark Inc
329
AssetMark Inc
California
$133 -$16 -1 -13%
VAG
330
VisionPoint Advisory Group
Texas
$133
LFA
331
Legend Financial Advisors
Pennsylvania
$133 +$66 +4 +133%
AAG
332
Armstrong Advisory Group
Massachusetts
$114
BWAM
333
Boyd Watterson Asset Management
Ohio
$114
GFL
334
Granite FO LLC
New Hampshire
$114
PWMG
335
Prestige Wealth Management Group
New Jersey
$114
PWMG
336
Private Wealth Management Group
New Jersey
$114 +$98 +6 New
RIM
337
Rockbridge Investment Management
New York
$114 +$98 +6 New
CQS
338
Credential Qtrade Securities
$113
SWA
339
SOA Wealth Advisors
New York
$95
WTA
340
Washington Trust Advisors
Massachusetts
$95
SA
341
Scarborough Advisors
Maryland
$95 +$82 +5 New
SS
342
Sunbelt Securities
Texas
$77
FA
343
Financial Avengers
California
$76
LB
344
Legacy Bridge
Iowa
$76
TC
345
Trust Company
Kansas
$76
RIL
346
Rothschild Investment LLC
Illinois
$76 +$66 +4 New
SIS
347
Strategic Investment Solutions
Illinois
$76 +$66 +4 New
BCMLT
348
Beacon Capital Management LLC (Tennessee)
Tennessee
$75
ECM
349
Estabrook Capital Management
New York
$57
TVAMP
350
Tennessee Valley Asset Management Partners
Tennessee
$39 +$33 +2 New

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.