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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
PG
476
Patten Group
Tennessee
$789K +$161K +853 +26%
AT
477
American Trust
Kentucky
$786K -$112K -592 -13%
WS
478
Wedbush Securities
California
$785K +$23.4K +124 +3%
SW
479
SkyOak Wealth
Michigan
$785K
FC
480
FORA Capital
Florida
$763K -$2.51M -13,303 -77%
OAM
481
Oxford Asset Management
United Kingdom
$758K +$742K +3,939 New
DIA
482
Dana Investment Advisors
Wisconsin
$756K -$239K -1,269 -24%
BM
483
Brandywine Managers
Delaware
$754K
QI
484
Qtron Investments
Massachusetts
$750K
DPAM
485
Degroof Petercam Asset Management
Belgium
$740K +$724K +3,842 New
QCM
486
Quantinno Capital Management
New York
$724K -$260K -1,378 -27%
BHCM
487
Brevan Howard Capital Management
Jersey
$722K +$347K +1,842 +97%
TCM
488
Teza Capital Management
Illinois
$720K +$705K +3,741 New
CPIA
489
Cornell Pochily Investment Advisors
New York
$714K -$60.5K -321 -8%
WSTAM
490
Wilbanks Smith & Thomas Asset Management
Virginia
$711K
EA
491
Emerald Advisers
Pennsylvania
$709K -$11.9K -63 -2%
SFP
492
Shepherd Financial Partners
Massachusetts
$708K -$942 -5 -0.1%
SCA
493
Snowden Capital Advisors
New York
$697K +$115K +612 +20%
BAM
494
Belpointe Asset Management
Nevada
$693K -$170K -900 -20%
FCA
495
Fortis Capital Advisors
Kansas
$693K -$170K -900 -20%
IMCOOI
496
Investment Management Corp of Ontario (IMCO)
Canada
$692K +$677K +3,594 New
FRM
497
Fox Run Management
Connecticut
$688K +$674K +3,576 New
LA
498
Legacy Advisors
Pennsylvania
$683K +$565 +3 +0.1%
NRD
499
Nebula Research & Development
New York
$681K +$667K +3,539 New
OC
500
Oppenheimer & Co
New York
$676K -$27.1K -144 -4%

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.