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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
FWI
626
Facet Wealth Inc
Maryland
$323K +$9.04K +48 +3%
SAG
627
SageView Advisory Group
California
$320K +$286K +1,517 New
IIC
628
Integrated Investment Consultants
Michigan
$320K
BIA
629
Biondo Investment Advisors
Pennsylvania
$318K
YMRC
630
Yorktown Management & Research Company
Virginia
$318K
O
631
Ossiam
France
$317K
GAM
632
Griffin Asset Management
New York
$312K
MYAM
633
Meiji Yasuda Asset Management
Japan
$312K
CCM
634
Coldstream Capital Management
Washington
$311K +$304K +1,616 New
BRIA
635
Balanced Rock Investment Advisors
Massachusetts
$309K +$302K +1,605 New
TPA
636
Trivium Point Advisory
Connecticut
$309K +$23.7K +126 +9%
MSR
637
Main Street Research
Connecticut
$308K
1CP
638
17 Capital Partners
Arizona
$308K +$301K +1,598 New
I
639
InceptionR
California
$307K +$114K +604 +61%
SBF
640
Sara-Bay Financial
Florida
$307K
AG
641
Algert Global
California
$303K +$565 +3 +0.2%
EWM
642
Empirical Wealth Management
Washington
$302K -$754 -4 -0.3%
DF
643
Donoghue Forlines
Massachusetts
$300K +$17.7K +94 +6%
CI
644
Cigna Investments
Connecticut
$296K
DIM
645
DC Investments Management
Virginia
$294K
SOW
646
State of Wyoming
Wyoming
$290K +$30.7K +163 +12%
CFB
647
Cullen/Frost Bankers
Texas
$289K -$171K -906 -38%
BWM
648
Blossom Wealth Management
California
$289K +$86.9K +461 +44%
SPM
649
Symmetry Peak Management
Pennsylvania
$289K +$283K +1,500 New
PPC
650
Park Place Capital
Alabama
$286K -$48.6K -258 -15%

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.