Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EMBECTA CORP (EMBC)

342 + Investors. Track Smart Money conviction in EMBC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — EMBC

Based on 335 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EMBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
335 funds currently hold this stock — 93% of the 3.0-year high of 362 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EMBC is almost the same as a year ago (+6 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

145 buying135 selling
Last quarter: 145 funds bought or added vs 135 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~53 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 51 → 53 → 53. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
188 out of 335 hedge funds have held EMBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -12%

Value
-12%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~53 new funds/quarter

39 → 50 → 51 → 53 → 53 new funds/Q
New funds entering each quarter: 50 → 51 → 53 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 13% 1-2yr ■ 24% new
Of 342 current holders: 213 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
40 of 335 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in EMBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EMBC

How many hedge funds hold EMBC — quarterly history vs. share price
Quarterly hedge fund ownership of EMBC vs. share price

Market Analysis: EMBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMBC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 0 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EMBC
2026 Q1 Stats Unlock in 10 days 342 + Investors

Track Smart Money conviction in EMBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 342 331 3.32%
13F Shares 58M 56M 3.37%
Total Value $688M $783M -12.06%
New Positions 53 53 -
Increased Positions 100 74 +26
Closed Positions 42 62 -20
Reduced Positions 105 116 -11
Total Calls 4 7 -42.86%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 0.43 Neutral

Statistics: EMBC

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

342 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMBC. Verified SEC 13F-HR filings.

Top 25 institutional holders of EMBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 YACKTMAN ASSET MANAGEMENT LP 0.43% 3,671,877 $32.5M
2 SummerHaven Investment Management, LLC 0.37% 67,255 $595K
3 River Road Asset Management, LLC 0.35% 3,449,502 $30.5M
4 A&I FINANCIAL SERVICES, LLC 0.26% 62,363 $551K
5 CEERA INVESTMENTS, LLC 0.15% 37,425 $331K
6 Jefferies Financial Group Inc. 0.14% 2,355,162 $20.8M
7 ISTHMUS PARTNERS, LLC 0.14% 146,342 $1.3M
8 North Star Investment Management Corp. 0.10% 190,091 $1.7M
9 CWA Asset Management Group, LLC 0.08% 252,524 $2.2M
10 Baron Wealth Management LLC 0.08% 28,403 $251K
11 Tweedy, Browne Co LLC 0.05% 75,356 $666K
12 Inspire Investing, LLC 0.04% 58,157 $514K
13 AlphaQuest LLC 0.03% 49,981 $594K
14 Covestor Ltd 0.02% 2,697 —
15 One Wealth Advisors, LLC 0.01% 10,066 $89K
16 Y-Intercept (Hong Kong) Ltd 0.01% 62,887 $556K
17 SG Americas Securities, LLC 0.01% 1,038,948 $9K
18 EXCHANGE TRADED CONCEPTS, LLC 0.00% 75,356 $666K
19 Louisiana State Employees Retirement System 0.00% 26,300 —
20 State of Alaska, Department of Revenue 0.00% 29,300 —
21 FIFTH THIRD BANCORP 0.00% 132,556 $1.2M
22 BAYBAN 0.00% 250 $2K
23 PRINCIPAL FINANCIAL GROUP INC 0.00% 391,563 $3.5M
24 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 16,027 $142K
25 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 13,492 $119K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EMBECTA CORP (EMBC)

What does the Smart Money Trend signal show for EMBC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EMBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EMBC?

Slight buying edge — 52% buying: Last quarter: 145 funds bought or added vs 135 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EMBC holders?

Elite ownership — 41% AUM from top-100 funds: 40 of 335 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in EMBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EMBC?

56% of holders stayed for 2+ years: 188 out of 335 hedge funds have held EMBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.