We are live on ! Find out more
VEEV icon

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
AF
626
Allworth Financial
California
$101K -$38.1K -223 -26%
GRP
627
Global Retirement Partners
California
$98.1K +$7.01K +41 +7%
SIM
628
Studio Investment Management
Illinois
$95.1K +$7.69K +45 +8%
AG
629
AIA Group
Hong Kong
$91.2K -$55.7K -326 -37%
SPIA
630
Steward Partners Investment Advisory
New York
$87.5K -$1.2K -7 -1%
BBHC
631
Brown Brothers Harriman & Co
New York
$80.7K +$85.4K +500 New
CWC
632
Carolinas Wealth Consulting
North Carolina
$78.3K +$34.2K +200 +70%
CA
633
Clearstead Advisors
Ohio
$78.3K +$34.2K +200 +70%
AI
634
AXS Investments
New York
$76.7K +$81.2K +475 New
AF
635
Advisornet Financial
Minnesota
$75.5K +$10.4K +61 +15%
CLOS
636
Compagnie Lombard Odier SCmA
Switzerland
$71K +$75.7K +443 New
TWC
637
TD Waterhouse Canada
Ontario, Canada
$68.5K -$120K -705 -63%
HIIFS
638
Harel Insurance Investments & Financial Services
Israel
$68K -$26.1K -153 -27%
AA
639
Alta Advisers
United Kingdom
$65K
FHA
640
First Horizon Advisors
Tennessee
$64.9K -$35.9K -210 -34%
WT
641
Washington Trust
Rhode Island
$64.6K
Credit Agricole
642
Credit Agricole
France
$64.1K
CI Investments Inc
643
CI Investments Inc
Ontario, Canada
$63K +$36.2K +212 +117%
WPWM
644
Western Pacific Wealth Management
Illinois
$62.1K +$27.2K +159 +70%
CPG
645
Cornerstone Planning Group
New Jersey
$54.9K +$59.3K +347 New
FMB
646
Field & Main Bank
Kentucky
$54.7K -$8.54K -50 -13%
QCG
647
Quadrant Capital Group
Ohio
$52.6K -$11.1K -65 -17%
MLA
648
MB, Levis & Associates
Pennsylvania
$51.8K +$54.9K +321 New
KFS
649
Kelly Financial Services
Massachusetts
$50.4K +$13.8K +81 +35%
PTC
650
Private Trust Company
Ohio
$48K +$2.56K +15 +5%

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.