We are live on ! Find out more
VEEV icon

Veeva Systems

878 hedge funds and large institutions have $25.2B invested in Veeva Systems in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 300 increasing their positions, 301 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 96

34% more call options, than puts

Call options by funds: $452M | Put options by funds: $338M

6% more funds holding

Funds holding: 830878 (+48)

0% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 301

7% less capital invested

Capital invested by funds: $27B → $25.2B (-$1.84B)

9.58% less ownership

Funds ownership: 90.74%81.16% (-9.6%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
878
Holders Change
+48
Holders Change %
+5.78%
% of All Funds
12.8%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
154
Increased
300
Reduced
301
Closed
96
Calls
$452M
Puts
$338M
Net Calls
+$114M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$6.92M -$433K -2,298 -6%
PI
227
PEAK6 Investments
Illinois
$6.88M +$6.73M +35,722 New
CWM
228
Calamos Wealth Management
Illinois
$6.58M +$1.78M +9,432 +38%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$6.52M +$308K +1,635 +5%
QCM
230
QRG Capital Management
Illinois
$6.43M -$453K -2,403 -7%
1C
231
1623 Capital
Virginia
$6.26M +$42.4K +225 +0.7%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$6.07M +$1.79M +9,490 +43%
CF
233
Covea Finance
France
$6.05M
Canada Pension Plan Investment Board
234
Canada Pension Plan Investment Board
Ontario, Canada
$5.91M -$13.9M -73,765 -71%
AAMU
235
APG Asset Management US
New York
$5.76M +$5.63M +29,897 New
Walleye Trading
236
Walleye Trading
New York
$5.72M +$1.9M +10,109 +52%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$5.61M -$238K -1,263 -4%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$5.61M +$5.09K +27 +0.1%
BCM
239
Bridgeway Capital Management
Texas
$5.53M +$9.42K +50 +0.2%
BBVA
240
Banco Bilbao Vizcaya Argentaria
Spain
$5.49M -$159K -846 -3%
AAM
241
Azzad Asset Management
Virginia
$5.48M +$560K +2,970 +12%
FAF
242
Första AP-fonden
Sweden
$5.41M -$188K -1,000 -3%
AAMU
243
AEGON Asset Management (UK)
United Kingdom
$5.37M +$5.25M +27,879 New
MSFP
244
Mark Sheptoff Financial Planning
Connecticut
$5.37M -$16K -85 -0.3%
BAM
245
Bell Asset Management
Australia
$5.37M +$1.58M +8,365 +43%
II
246
IFM Investors
Australia
$5.36M
DnB Asset Management
247
DnB Asset Management
Norway
$5.32M +$198K +1,050 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
248
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.28M +$3.94M +20,905 +321%
SWM
249
Selective Wealth Management
Virginia
$5.27M -$410K -2,176 -7%
BCIM
250
British Columbia Investment Management
British Columbia, Canada
$5.27M +$2.66M +14,137 +107%

VEEV Hedge Fund Activity: Q4 2023 in Review

878 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2023, worth a combined $25.2B — down 6.8% from $27B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new VEEV positions and 96 closed out — a net gain of 58 holders — while 300 added to existing stakes and 301 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $285M. The largest seller was Artisan Partners, cutting an estimated $674M.

  • 878 institutional investors held Veeva Systems (VEEV) as of Q4 2023, up from 830 in Q3 2023.
  • Funds reported $25.2B of Veeva Systems stock for Q4 2023, down 6.8% quarter-over-quarter.
  • 154 funds opened new Veeva Systems positions in Q4 2023 and 96 closed out, a net change of +58 holders.
  • The largest Veeva Systems buyer in Q4 2023 was Morgan Stanley, an estimated $285M added.
  • The largest Veeva Systems seller in Q4 2023 was Artisan Partners, an estimated $674M sold.

Based on aggregated 13F filings for Q4 2023.