EMBC icon

Embecta

431 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, 175 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-11
Holders Change %
-2.49%
% of All Funds
6.9%
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
175
Closed
57
Calls
$1.53M
Puts
$6.39M
Net Calls
-$4.86M
Net Calls Change
-$4.09M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
351
Salem Investment Counselors
North Carolina
$647
AWM
352
Accel Wealth Management
Iowa
$569
PMFA
353
Plante Moran Financial Advisors
Michigan
$562 -$112 -4 -17%
FWM
354
Focused Wealth Management
New York
$562
HWA
355
Heritage Wealth Advisors
Virginia
$562
HGWM
356
Harvest Group Wealth Management
Massachusetts
$562
BWL
357
Bogart Wealth LLC
Virginia
$534 -$562 -20 -51%
ST
358
Sageworth Trust
Pennsylvania
$534
TAM
359
Tucker Asset Management
Colorado
$506
RTL
360
Red Tortoise LLC
Georgia
$506
CT
361
Clearstead Trust
Maine
$479
LFA
362
Legend Financial Advisors
Pennsylvania
$450 -$84 -3 -16%
EL
363
EMFO LLC
Florida
$450
SS
364
Sunbelt Securities
Texas
$448 +$448 +16 New
CAC
365
Core Alternative Capital
Georgia
$423 +$28 +1 +7%
AIP
366
Ahrens Investment Partners
Louisiana
$422 +$422 +15 New
WIM
367
Westside Investment Management
California
$394 -$225 -8 -36%
CFFP
368
Center for Financial Planning
Michigan
$366
OIA
369
Optimum Investment Advisors
Illinois
$337
GLLW
370
Graves Light Lenhart Wealth
Virginia
$337 +$337 +12 New
LOIP
371
Live Oak Investment Partners
Texas
$336 -$301
IRC
372
Investors Research Corp
Georgia
$309
WTA
373
Washington Trust Advisors
Massachusetts
$282
TC
374
Trust Company
Kansas
$281
Commonwealth Equity Services
375
Commonwealth Equity Services
Massachusetts
$267 -$7 -250 -3%