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Veeva Systems

959 hedge funds and large institutions have $26.9B invested in Veeva Systems in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 366 increasing their positions, 328 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 78

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more capital invested

Capital invested by funds: $23.4B → $26.9B (+$3.5B)

12% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 328

4% more funds holding

Funds holding: 921959 (+38)

0.02% more ownership

Funds ownership: 79.17%79.19% (+0.02%)

9% less call options, than puts

Call options by funds: $248M | Put options by funds: $272M

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
13.77%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
126
Increased
366
Reduced
328
Closed
78
Calls
$248M
Puts
$272M
Net Calls
-$24.1M
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
Perigon Wealth Management
California
$448K +$422K +2,133 New
GWM
627
Geneos Wealth Management
Colorado
$446K -$255K -1,292 -38%
MYAM
628
Meiji Yasuda Asset Management
Japan
$445K
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$441K -$20.2K -102 -5%
IAA
630
Independent Advisor Alliance
North Carolina
$439K -$5.54K -28 -1%
CCIA
631
Cherry Creek Investment Advisors
Colorado
$425K -$283K -1,430 -41%
SAM
632
Smartleaf Asset Management
Massachusetts
$424K +$99.4K +503 +33%
FHA
633
Flagship Harbor Advisors
Massachusetts
$421K -$84.6K -428 -18%
WPC
634
Wedmont Private Capital
Pennsylvania
$420K +$23.7K +120 +6%
HAG
635
HighPoint Advisor Group
Illinois
$418K -$29.5K -149 -7%
GAM
636
Groupama Asset Management
France
$417K
AC
637
AXQ Capital
New Jersey
$416K -$2.06M -10,413 -84%
TCPW
638
Twin City Private Wealth
North Carolina
$415K -$1.58K -8 -0.4%
MIM
639
Moseley Investment Management
Florida
$407K -$41.5K -210 -10%
WKWM
640
Walter & Keenan Wealth Management
Indiana
$404K -$1.78K -9 -0.5%
OIA
641
OneDigital Investment Advisors
Kansas
$401K +$25.7K +130 +7%
SOW
642
State of Wyoming
Wyoming
$397K +$45.9K +232 +14%
YCM
643
Yousif Capital Management
Michigan
$396K +$4.94K +25 +1%
JWCA
644
J.W. Cole Advisors
Florida
$395K +$133K +674 +56%
HCM
645
Hengehold Capital Management
Ohio
$394K
RCA
646
Roberts Capital Advisors
Colorado
$391K
FFB
647
First Financial Bankshares
Texas
$390K
HSA
648
HBK Sorce Advisory
Pennsylvania
$389K -$50.8K -257 -12%
HIIFS
649
Harel Insurance Investments & Financial Services
Israel
$388K +$294K +1,487 +410%
Lido Advisors
650
Lido Advisors
California
$385K +$13.2K +67 +4%

VEEV Hedge Fund Activity: Q3 2024 in Review

959 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q3 2024, worth a combined $26.9B — up 15% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VEEV positions and 78 closed out — a net gain of 48 holders — while 366 added to existing stakes and 328 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $275M. The largest seller was Artisan Partners, cutting an estimated $152M.

  • 959 institutional investors held Veeva Systems (VEEV) as of Q3 2024, up from 921 in Q2 2024.
  • Funds reported $26.9B of Veeva Systems stock for Q3 2024, up 15% quarter-over-quarter.
  • 126 funds opened new Veeva Systems positions in Q3 2024 and 78 closed out, a net change of +48 holders.
  • The largest Veeva Systems buyer in Q3 2024 was Massachusetts Financial Services, an estimated $275M added.
  • The largest Veeva Systems seller in Q3 2024 was Artisan Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2024.