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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
PCOC
326
Power Corp of Canada
Canada
$2.37M +$2.32M +12,309 New
SWS
327
SYSTM Wealth Solutions
Illinois
$2.33M +$310K +1,647 +16%
GIBU
328
Gulf International Bank (UK)
United Kingdom
$2.31M -$271K -1,437 -11%
HHGC
329
Hunting Hill Global Capital
New York
$2.3M
KWM
330
Kingsview Wealth Management
Oregon
$2.26M -$18.1K -96 -0.8%
ClearBridge Investments
331
ClearBridge Investments
New York
$2.26M +$23.2K +123 +1%
SSB
332
Sandy Spring Bank
Maryland
$2.24M -$412K -2,189 -16%
SFG
333
Snider Financial Group
Washington
$2.22M +$299K +1,587 +16%
DCM
334
Davidson Capital Management
Texas
$2.18M +$708K +3,758 +50%
WAC
335
William Allan Corp
Colorado
$2.18M -$377K -2,001 -15%
SGA
336
Strategic Global Advisors
California
$2.17M -$1.48M -7,835 -41%
SPG
337
Strategic Planning Group
Utah
$2.15M +$2.1M +11,156 New
NL
338
NWAM LLC
Washington
$2.14M +$377 +2 +0%
NPT
339
National Philanthropic Trust
Pennsylvania
$2.14M +$2.09M +11,097 New
MSRPS
340
Maryland State Retirement & Pension System
Maryland
$2.13M
SC
341
Slow Capital
California
$2.12M +$117K +622 +6%
GGHC
342
Gilder Gagnon Howe & Co
New York
$2.1M +$824K +4,373 +67%
Corient Private Wealth
343
Corient Private Wealth
Florida
$2.08M +$27.9K +148 +1%
ONSWM
344
Old North State Wealth Management
North Carolina
$2.03M +$587K +3,115 +42%
SCM
345
Silvant Capital Management
Georgia
$2M
GP
346
Girard Partners
Pennsylvania
$2M -$94K -499 -5%
OQS
347
Occudo Quantitative Strategies
Florida
$1.99M +$1.95M +10,346 New
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$1.98M -$1.69M -8,959 -47%
SG Americas Securities
349
SG Americas Securities
New York
$1.98M +$1.94M +10,280 New
BWG
350
Boomfish Wealth Group
Georgia
$1.97M +$1.93M +10,230 New

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.