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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
FWM
651
Focused Wealth Management
New York
$42.9K +$45.5K +266 New
FP
652
Financial Perspectives
Minnesota
$42.8K
GEA
653
Glen Eagle Advisors
New Jersey
$41.6K
DSC
654
Duncker Streett & Co
Missouri
$41.5K
EWA
655
EverSource Wealth Advisors
Alabama
$38.9K +$21.9K +128 +113%
HCM
656
Hollencrest Capital Management
California
$36.5K +$38.6K +226 New
NHT
657
New Hampshire Trust
New Hampshire
$35.5K +$37.6K +220 New
CT
658
Clearstead Trust
Maine
$35K +$37.3K +218 New
CHC
659
City Holding Co
West Virginia
$33.6K
RFA
660
Resurgent Financial Advisors
Georgia
$33.4K +$35.4K +207 New
GJIA
661
Glass Jacobson Investment Advisors
Maryland
$32.9K +$34.9K +204 New
MPCL
662
My Personal CFO LLC
Washington
$32.8K +$34.7K +203 New
LSA
663
Lansing Street Advisors
Pennsylvania
$32.3K
LS
664
Livforsakringsbolaget Skandia
Sweden
$32.3K
Dimensional Fund Advisors
665
Dimensional Fund Advisors
Texas
$32.2K +$351K +2,055 +1%
RBC
666
Roble Belko & Company
Pennsylvania
$32K
WB
667
Webster Bank
Connecticut
$32K
LC
668
Lindbrook Capital
California
$31K +$19.3K +113 +143%
HPC
669
HM Payson & Co
Maine
$30.7K +$26K +152 +400%
WT
670
Whittier Trust
California
$26.1K -$683 -4 -2%
HIA
671
Harbor Investment Advisory
Maryland
$25K -$5.3K -31 -17%
BC
672
Barrett & Company
Rhode Island
$25K
RMC
673
Resources Management Corp
Connecticut
$24K
CSPIA
674
Cary Street Partners Investment Advisory
Virginia
$21.6K +$22.9K +134 New
JGIA
675
Jackson Grant Investment Advisers
Connecticut
$21.3K

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.