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Veeva Systems

769 hedge funds and large institutions have $20.7B invested in Veeva Systems in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 267 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 60

26% more call options, than puts

Call options by funds: $302M | Put options by funds: $240M

4% more funds holding

Funds holding: 736769 (+33)

2% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 267

0.47% more ownership

Funds ownership: 90.54%91.01% (+0.47%)

1% less capital invested

Capital invested by funds: $21B → $20.7B (-$298M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
769
Holders Change
+33
Holders Change %
+4.48%
% of All Funds
12.36%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
107
Increased
272
Reduced
267
Closed
60
Calls
$302M
Puts
$240M
Net Calls
+$62.2M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
526
Columbia Trust
Oregon
$325K -$84.4K -494 -20%
HP
527
Hikari Power
Japan
$323K
UB
528
UMB Bank
Missouri
$323K +$120K +701 +54%
PAM
529
Premier Asset Management
Illinois
$320K +$339K +1,983 New
AFC
530
AFT Forsyth & Company
Florida
$317K
AWM
531
Avitas Wealth Management
California
$314K +$683 +4 +0.2%
MWA
532
MFA Wealth Advisors
Pennsylvania
$313K +$21.9K +128 +7%
FHA
533
Flagship Harbor Advisors
Massachusetts
$312K -$4.27K -25 -1%
RJT
534
Raymond James Trust
Florida
$308K -$2.73K -16 -0.8%
CS
535
Comerica Securities
Michigan
$306K -$126K -740 -28%
OCBCO
536
Oversea-Chinese Banking Corp (OCBC)
Singapore
$303K +$321K +1,878 New
ZB
537
Zions Bancorporation
Utah
$298K +$88.7K +519 +39%
RCM
538
Radnor Capital Management
Pennsylvania
$297K +$58.1K +340 +25%
ALAM
539
Asahi Life Asset Management
Japan
$295K +$8.54K +50 +3%
LOAME
540
Lombard Odier Asset Management (Europe)
United Kingdom
$290K -$17.1K -100 -5%
EAM
541
Erste Asset Management
Austria
$290K
CT
542
Chicago Trust
Illinois
$289K -$63.4K -371 -17%
KCM
543
KRS Capital Management
Michigan
$283K +$41.9K +245 +16%
SFA
544
Sequoia Financial Advisors
Ohio
$282K +$81.8K +479 +38%
FC
545
Financial Consulate
Maryland
$279K +$7.52K +44 +3%
CCM
546
Conway Capital Management
California
$279K -$111K -650 -27%
MSR
547
Main Street Research
Connecticut
$278K +$17.8K +104 +6%
SLAM
548
Swiss Life Asset Management
$278K +$293K +1,716 New
BFM
549
Boothbay Fund Management
New York
$278K +$294K +1,722 New
HCM
550
Hengehold Capital Management
Ohio
$273K -$1.2K -7 -0.4%

VEEV Hedge Fund Activity: Q4 2022 in Review

769 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2022, worth a combined $20.7B — down 1.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VEEV positions and 60 closed out — a net gain of 47 holders — while 272 added to existing stakes and 267 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $610M. The largest seller was T. Rowe Price Associates, cutting an estimated $998M.

  • 769 institutional investors held Veeva Systems (VEEV) as of Q4 2022, up from 736 in Q3 2022.
  • Funds reported $20.7B of Veeva Systems stock for Q4 2022, down 1.4% quarter-over-quarter.
  • 107 funds opened new Veeva Systems positions in Q4 2022 and 60 closed out, a net change of +47 holders.
  • The largest Veeva Systems buyer in Q4 2022 was Fidelity Investments, an estimated $610M added.
  • The largest Veeva Systems seller in Q4 2022 was T. Rowe Price Associates, an estimated $998M sold.

Based on aggregated 13F filings for Q4 2022.