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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
MC
576
Montag & Caldwell
Georgia
$420K -$553K -2,937 -57%
CM
577
Capula Management
Cayman Islands
$419K +$410K +2,176 New
LSA
578
Lion Street Advisors
Texas
$418K -$236K -1,255 -37%
HSA
579
HBK Sorce Advisory
Pennsylvania
$413K -$90.4K -480 -18%
BST
580
Bath Savings Trust
Maine
$411K
PC
581
Pier Capital
Connecticut
$408K +$13.4K +71 +3%
HTHT
582
Hemenway Trust Hemenway Trust
New Hampshire
$405K +$94.2K +500 +31%
BCM
583
BluePath Capital Management
Georgia
$404K +$39.6K +210 +11%
FFA
584
Farther Finance Advisors
California
$404K +$305K +1,618 +336%
IA
585
IFP Advisors
Florida
$401K -$9.23K -49 -2%
LA
586
LBP AM
France
$395K
FFB
587
First Financial Bankshares
Texas
$391K +$383K +2,031 New
SCP
588
Sandhill Capital Partners
New York
$387K
HWM
589
HB Wealth Management
Georgia
$387K -$68.2K -362 -15%
HP
590
Hikari Power
Japan
$385K
WCA
591
Whetstone Capital Advisors
Kansas
$385K +$377K +2,000 New
HGERS
592
Householder Group Estate & Retirement Specialist
Arizona
$383K -$45.2K -240 -11%
Carson Wealth (CWM LLC)
593
Carson Wealth (CWM LLC)
Nebraska
$383K +$24.5K +130 +7%
ALAM
594
Asahi Life Asset Management
Japan
$379K +$57.5K +305 +18%
MCM
595
MAI Capital Management
Ohio
$376K +$368K +1,954 New
HCM
596
Hengehold Capital Management
Ohio
$370K
IAA
597
Independent Advisor Alliance
North Carolina
$369K -$4.52K -24 -1%
1IA
598
1834 Investment Advisors
Wisconsin
$369K +$4.14K +22 +1%
DFCM
599
Dark Forest Capital Management
Puerto Rico
$366K +$358K +1,902 New
Capstone Investment Advisors
600
Capstone Investment Advisors
New York
$366K +$118K +628 +49%

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.