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
WPC
601
Wedmont Private Capital
Pennsylvania
$364K +$360K +1,909 New
Group One Trading
602
Group One Trading
Illinois
$361K +$353K +1,876 New
UB
603
UMB Bank
Missouri
$360K -$43.7K -232 -11%
MAS
604
Meeder Advisory Services
Ohio
$360K -$16.4K -87 -4%
AFC
605
AFT Forsyth & Company
Florida
$358K
AM
606
AGF Management
Ontario, Canada
$357K +$349K +1,852 New
Verition Fund Management
607
Verition Fund Management
Connecticut
$356K +$17.5K +93 +5%
EI
608
Ellevest Inc
New York
$356K -$73.7K -391 -17%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$356K +$188 +1 +0.1%
RCM
610
Radnor Capital Management
Pennsylvania
$355K -$25.1K -133 -7%
BAMF
611
BI Asset Management Fondsmaeglerselskab
Denmark
$351K -$247K -1,310 -42%
AWM
612
Avitas Wealth Management
California
$346K -$2.07K -11 -0.6%
AP
613
AtonRa Partners
Switzerland
$345K -$34.5K -183 -9%
EAM
614
Erste Asset Management
Austria
$344K
BIAS
615
Beacon Investment Advisory Services
New Jersey
$343K -$143K -761 -30%
CWM
616
Congress Wealth Management
Massachusetts
$343K -$8.36M -44,357 -96%
YCM
617
Yousif Capital Management
Michigan
$342K +$11.3K +60 +3%
GFG
618
Greystone Financial Group
Michigan
$341K +$29.8K +158 +10%
CT
619
Chicago Trust
Illinois
$337K
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$331K
FNBT
621
FineMark National Bank & Trust
Florida
$328K -$70.1K -372 -18%
HCA
622
Harbor Capital Advisors
Illinois
$328K +$2.83K +15 +0.9%
CIBC World Market
623
CIBC World Market
Ontario, Canada
$325K -$26.4K -140 -8%
Lido Advisors
624
Lido Advisors
California
$325K -$1.13K -6 -0.4%
VIM
625
Vinva Investment Management
Australia
$323K -$457K -2,423 -59%

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.