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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
VA
526
Vident Advisory
Georgia
$559K +$26.4K +140 +5%
UWS
527
Unique Wealth Strategies
Illinois
$559K +$547K +2,901 New
MAM
528
Morse Asset Management
Connecticut
$552K -$712K -3,781 -57%
BBA
529
Baader Bank Aktiengesellschaft
Germany
$550K -$8.67K -46 -2%
MC
530
Machina Capital
France
$542K +$530K +2,813 New
FAB
531
First American Bank
Illinois
$537K -$9.61K -51 -2%
MIM
532
Moseley Investment Management
Florida
$533K -$14.9K -79 -3%
DZ Bank
533
DZ Bank
Germany
$533K -$237K -1,258 -31%
AWM
534
Axxcess Wealth Management
California
$531K +$519K +2,756 New
PWP
535
Pursue Wealth Partners
California
$528K +$516K +2,740 New
AWA
536
Arkadios Wealth Advisors
Georgia
$527K +$22.6K +120 +5%
HAG
537
HF Advisory Group
Maryland
$526K +$108K +574 +27%
AWM
538
Apollon Wealth Management
South Carolina
$521K -$88.4K -469 -15%
TPCW
539
TD Private Client Wealth
New York
$521K +$466K +2,474 +1,071%
PCM
540
Prelude Capital Management
New York
$520K -$1.48M -7,855 -74%
BWM
541
Baron Wealth Management
Michigan
$512K +$1.13K +6 +0.2%
PTC
542
Petrus Trust Company
Texas
$506K +$495K +2,627 New
MFS
543
Mirabella Financial Services
United Kingdom
$503K +$492K +2,611 New
ACM
544
Aquatic Capital Management
Illinois
$501K +$490K +2,600 New
NERM
545
New England Research & Management
Illinois
$501K +$490K +2,600 New
Tudor Investment Corp
546
Tudor Investment Corp
Connecticut
$498K +$487K +2,587 New
RC
547
Rovin Capital
Arizona
$498K +$49.9K +265 +11%
Wealthfront Advisers
548
Wealthfront Advisers
California
$494K -$16.8K -89 -3%
EL
549
EMFO LLC
Florida
$494K
A
550
AlphaQuest
New York
$491K +$480K +2,548 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.