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
AIMCA
501
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$655K
TA
502
TFB Advisors
Kansas
$648K +$634K +3,367 New
WWM
503
Whalen Wealth Management
Nevada
$638K +$625K +3,315 New
GA
504
GraniteShares Advisors
New York
$638K -$21.7K -115 -3%
CFGS
505
Concourse Financial Group Securities
Alabama
$632K +$72K +382 +13%
VI
506
Vestcor Inc
New Brunswick, Canada
$628K -$8.1K -43 -1%
JPWM
507
Jamison Private Wealth Management
Georgia
$621K -$12.4K -66 -2%
CCA
508
Conestoga Capital Advisors
Pennsylvania
$619K -$27.3K -145 -4%
FHA
509
Flagship Harbor Advisors
Massachusetts
$618K +$140K +743 +30%
AP
510
Americana Partners
Texas
$600K -$2M -10,629 -88%
HCM
511
Hutchinson Capital Management
California
$600K
KPWS
512
Kestra Private Wealth Services
Texas
$594K +$78.8K +418 +16%
ASN
513
Advisory Services Network
Georgia
$594K -$108K -571 -16%
GWM
514
Geneos Wealth Management
Colorado
$584K -$2.26K -12 -0.4%
SA
515
Strategic Advisors
New York
$579K -$61.4K -326 -10%
VEA
516
Virtus ETF Advisers
New York
$577K +$565K +2,996 New
Pacer Advisors
517
Pacer Advisors
Pennsylvania
$574K +$42K +223 +8%
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$570K +$178K +944 +47%
SEM
519
Suncoast Equity Management
Florida
$568K -$2.45K -13 -0.4%
CIAS
520
Capital Investment Advisory Services
North Carolina
$567K +$57.1K +303 +11%
BCV
521
Banque Cantonale Vaudoise
Switzerland
$566K -$382K -2,029 -41%
SGA
522
Seaport Global Advisors
Massachusetts
$563K
CT
523
Columbia Trust
Oregon
$563K +$111K +587 +25%
ACM
524
Advisors Capital Management
New Jersey
$562K -$9.23K -49 -2%
KIA
525
KCM Investment Advisors
California
$562K +$550K +2,917 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.