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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
BOSSRA
376
B.O.S.S. Retirement Advisors
Utah
$1.65M +$121K +641 +8%
PAG
377
Private Advisor Group
New Jersey
$1.65M +$140K +741 +9%
SEC
378
Seven Eight Capital
New York
$1.64M +$1.04M +5,501 +183%
Mackenzie Financial
379
Mackenzie Financial
Ontario, Canada
$1.64M -$27.1K -144 -2%
FT
380
Fiduciary Trust
Massachusetts
$1.58M +$131K +697 +9%
WTC
381
WhitTier Trust Company
Nevada
$1.57M -$33.9K -180 -2%
HIC
382
Hartline Investment Corp
Illinois
$1.56M -$310K -1,644 -17%
WCFA
383
Walkner Condon Financial Advisors
Wisconsin
$1.55M -$565 -3 -0%
GSCM
384
Greenfield Seitz Capital Management
Texas
$1.52M +$1.49M +7,909 New
PW
385
Peninsula Wealth
California
$1.5M +$7.35K +39 +0.5%
WF
386
Welch & Forbes
Massachusetts
$1.49M +$494K +2,623 +51%
CCP
387
Cunning Capital Partners
North Carolina
$1.49M +$1.45M +7,715 New
LW
388
Linscomb Wealth
Texas
$1.48M +$1.45M +7,683 New
Twin Tree Management
389
Twin Tree Management
Texas
$1.47M -$7.35M -39,030 -84%
BB
390
Bell Bank
North Dakota
$1.46M -$166K -880 -10%
TI
391
Tidal Investments
Wisconsin
$1.45M +$244K +1,296 +21%
TRCT
392
Tower Research Capital (TRC)
New York
$1.44M +$892K +4,734 +172%
IFG
393
Independent Financial Group
California
$1.41M +$147K +780 +12%
ECU
394
Eisler Capital (UK)
United Kingdom
$1.41M +$1.38M +7,311 New
ACG
395
Allen Capital Group
Nebraska
$1.38M +$1.35M +7,188 New
CG
396
Cutler Group
California
$1.38M +$416K +2,207 +45%
PFWA
397
Paces Ferry Wealth Advisors
Georgia
$1.38M
EGM
398
Engineers Gate Manager
New York
$1.35M +$239K +1,268 +22%
BCI
399
Brinker Capital Investments
Pennsylvania
$1.34M +$334K +1,771 +34%
OPS
400
Orion Portfolio Solutions
Nebraska
$1.34M +$334K +1,771 +34%

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.