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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
VHAM
401
Van Hulzen Asset Management
California
$1.32M -$395K -2,094 -23%
SGI
402
Summit Global Investments
Utah
$1.3M +$1.28M +6,767 New
CAM
403
Cresset Asset Management
Illinois
$1.28M -$5.28K -28 -0.4%
CCIA
404
Cherry Creek Investment Advisors
Colorado
$1.28M +$22.6K +120 +2%
PRC
405
Pearl River Capital
Michigan
$1.28M -$3.42M -18,175 -73%
OM
406
OV Management
Minnesota
$1.27M +$1.24M +6,596 New
N
407
Natixis
France
$1.26M +$248K +1,316 +25%
IC
408
IEQ Capital
California
$1.25M -$49.6K -263 -4%
HI
409
Harrington Investments
California
$1.25M -$21.7K -115 -2%
CA
410
CGN Advisors
Kansas
$1.24M +$1.21M +6,441 New
MWA
411
MFA Wealth Advisors
Pennsylvania
$1.24M +$66.1K +351 +6%
KAS
412
Kestra Advisory Services
Texas
$1.24M +$119K +630 +11%
Wolverine Trading
413
Wolverine Trading
Illinois
$1.23M +$1.2M +6,371 New
GI
414
GLOBALT Investments
Georgia
$1.21M +$1.18M +6,266 New
NA
415
NewEdge Advisors
Louisiana
$1.19M +$121K +641 +12%
BOC
416
Barbara Oil Co
Illinois
$1.19M
CRC
417
Curi RMB Capital
Illinois
$1.18M +$34.7K +184 +3%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$1.17M -$94.2K -500 -8%
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$1.17M -$26.4K -140 -2%
LS
420
Leelyn Smith
Illinois
$1.17M +$77.3K +410 +7%
CCIA
421
Campbell & Co Investment Adviser
Maryland
$1.16M +$1.14M +6,048 New
DCM
422
Decatur Capital Management
Georgia
$1.16M +$83.1K +441 +8%
CICI
423
Capital Investment Counsel Inc
North Carolina
$1.15M +$510K +2,705 +83%
CL
424
CIM LLC
New York
$1.15M +$974K +5,171 New
BMSSC
425
B. Metzler seel. Sohn & Co
Germany
$1.14M +$339K +1,797 +43%

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.