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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
MA
201
Montag & Associates
Georgia
$5.6K
HNB
202
Huntington National Bank
Ohio
$5.55K -$623 -38 -11%
DIP
203
DT Investment Partners
Pennsylvania
$5.39K
LWCFA
204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.35K -$984 -60 -16%
OC
205
Oakworth Capital
Alabama
$5.07K
CFB
206
Cullen/Frost Bankers
Texas
$4.99K -$361 -22 -8%
BCM
207
Birch Capital Management
Texas
$4.62K
DAC
208
Dividend Assets Capital
South Carolina
$4K -$1.03K -63 -22%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$3.96K +$312 +19 +10%
BLC
210
Brown, Lisle/Cummings
Rhode Island
$3.81K
HCM
211
Highlander Capital Management
New Jersey
$3.79K
PB
212
Pinnacle Bancorp
Nebraska
$3.79K
EWA
213
EverSource Wealth Advisors
Alabama
$3.73K +$968 +59 +43%
FFA
214
Farther Finance Advisors
California
$3.71K +$2.49K +152 +345%
GI
215
GAMMA Investing
California
$3.5K +$3.35K +204 New
GGI
216
Godsey & Gibb Inc
Virginia
$3.37K
TFGT
217
TS Financial Group (TSFG)
Illinois
$3K -$33 -2 -1%
GPFA
218
Game Plan Financial Advisors
Ohio
$2.86K +$2.48K +151 New
GEA
219
Glen Eagle Advisors
New Jersey
$2.86K
LFA
220
LGT Financial Advisors
Texas
$2.86K +$2.48K +151 New
CA
221
Clearstead Advisors
Ohio
$2.84K -$4.05K -247 -62%
Federated Hermes
222
Federated Hermes
Pennsylvania
$2.8K -$9.42K -574 -80%
CT
223
Colonial Trust
South Carolina
$2.77K -$574 -35 -19%
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$2.44K
CT
225
Cambridge Trust
Massachusetts
$2.42K -$98 -6 -4%

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.