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Embecta
EMBC

366 hedge funds and large institutions have $1.14B invested in Embecta in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 114 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $1.39M

48% more capital invested

Capital invested by funds: $771M → $1.14B (+$373M)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

0.53% more ownership

Funds ownership: 94.78% → 95.31% (+0.53%)

0% more funds holding

Funds holding: 365 → 366 (+1)

36% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 114

Holders
366
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
4.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
73
Reduced
114
Closed
42
Calls
$2.48M
Puts
$1.39M
Net Calls
+$1.08M
Net Calls Change
-$280K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$12.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$12.1M
3
DM
Deerfield Management
New York
+$8.85M
4
SCM
Sio Capital Management
New York
+$6.97M
5
American Century Companies
American Century Companies
Missouri
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$20.9M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.66M
3
RRAM
River Road Asset Management
Kentucky
-$3.77M
4
BlackRock
BlackRock
New York
-$3.46M
5
Charles Schwab
Charles Schwab
California
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
326
Beacon Capital Management LLC (Tennessee)
Tennessee
$103 – – –
LOIP
327
Live Oak Investment Partners
Texas
$103 – – –
WTA
328
Washington Trust Advisors
Massachusetts
$103 – – –
NWM
329
Nova Wealth Management
Florida
$103 +$82 +5 New
SS
330
Sunbelt Securities
Texas
$85 – – –
AAG
331
Armstrong Advisory Group
Massachusetts
$83 – – –
HWA
332
HHM Wealth Advisors
Tennessee
$83 – – –
PK
333
Pflug Koory
Nebraska
$83 – – –
TC
334
Trust Company
Kansas
$83 – – –
GBT
335
Grove Bank & Trust
Florida
$83 +$66 +4 New
RCA
336
Runnymede Capital Advisors
Ohio
$83 +$66 +4 New
SIS
337
Strategic Investment Solutions
Illinois
$76 – – –
NWWA
338
New Wave Wealth Advisors
Arkansas
$66 +$49 +3 New
AIC
339
Archer Investment Corporation
Indiana
$62 – – –
BWAM
340
Boyd Watterson Asset Management
Ohio
$62 – – –
SWA
341
SOA Wealth Advisors
New York
$62 – – –
WT
342
Washington Trust
Rhode Island
$62 – – –
PP
343
PFS Partners
New Jersey
$45 – – –
BIA
344
Bell Investment Advisors
California
$42 – – –
BHWM
345
Bay Harbor Wealth Management
Maryland
$41 – – –
CAC
346
Core Alternative Capital
Georgia
$41 – – –
HNW
347
High Note Wealth
Minnesota
$41 +$33 +2 New
WA
348
Whipplewood Advisors
Colorado
$41 +$33 +2 New
BTI
349
Blue Trust Inc
Georgia
$21 -$1.7K -104 -99%
HCP
350
Hexagon Capital Partners
Arkansas
$21 -$180 -11 -92%
12 13
14
15 16

EMBC Hedge Fund Activity: Q4 2024 in Review

366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Embecta (EMBC) for Q4 2024, worth a combined $1.14B — up 48% from $771M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EMBC positions and 42 closed out — a net gain of 4 holders — while 73 added to existing stakes and 114 trimmed.

The largest buyer was UBS Group, adding an estimated $12.3M. The largest seller was Millennium Management, cutting an estimated $20.9M.

  • 366 institutional investors held Embecta (EMBC) as of Q4 2024, up from 365 in Q3 2024.
  • Funds reported $1.14B of Embecta stock for Q4 2024, up 48% quarter-over-quarter.
  • 46 funds opened new Embecta positions in Q4 2024 and 42 closed out, a net change of +4 holders.
  • The largest Embecta buyer in Q4 2024 was UBS Group, an estimated $12.3M added.
  • The largest Embecta seller in Q4 2024 was Millennium Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2024.