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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
CC
551
Copperleaf Capital
North Carolina
$484K +$33.9K +180 +8%
BFS
552
Bard Financial Services
Connecticut
$481K
NYLIM
553
New York Life Investment Management
New York
$478K +$24.7K +131 +6%
MCC
554
Malaga Cove Capital
California
$478K +$154K +815 +49%
NB
555
Norinchukin Bank
Japan
$472K -$6.75M -35,814 -94%
AIG
556
American International Group
New York
$472K -$12.6K -67 -3%
WKWM
557
Walter & Keenan Wealth Management
Indiana
$466K +$754 +4 +0.2%
AC
558
AXQ Capital
New Jersey
$461K -$378K -2,005 -46%
PWS
559
Peloton Wealth Strategists
Indiana
$460K +$450K +2,390 New
FIA
560
Foundations Investment Advisors
Arizona
$459K +$15.1K +80 +4%
HAG
561
HighPoint Advisor Group
Illinois
$453K +$372K +1,974 New
XT
562
XTX Topco
Cayman Islands
$450K +$134K +709 +43%
GIA
563
Gladstone Institutional Advisory
Florida
$449K +$77.8K +413 +22%
First Manhattan
564
First Manhattan
New York
$443K
PAI
565
Pittenger & Anderson Inc
Nebraska
$442K +$316K +1,675 +269%
MOACM
566
Mutual of America Capital Management
New York
$437K -$47.3K -251 -10%
CIA
567
Cape Investment Advisory
Georgia
$437K +$16.8K +89 +4%
SLAM
568
Swiss Life Asset Management
$436K -$6.04M -32,041 -93%
BRWA
569
B. Riley Wealth Advisors
Florida
$432K -$498K -2,645 -54%
PWM
570
Perigon Wealth Management
California
$430K +$18.1K +96 +4%
CWM
571
Connecticut Wealth Management
Connecticut
$429K -$188 -1 -0%
IWC
572
Integrated Wealth Concepts
Massachusetts
$429K +$7.35K +39 +2%
SI
573
Stephens Inc
Arkansas
$426K -$26.8K -142 -6%
CMI
574
Clare Market Investments
Texas
$421K -$172K -914 -29%
WCM
575
WealthBridge Capital Management
Ohio
$420K -$40.9K -217 -9%

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.