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Veeva Systems

830 hedge funds and large institutions have $27B invested in Veeva Systems in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 296 increasing their positions, 317 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 66

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more capital invested

Capital invested by funds: $26B → $27B (+$1.03B)

1% more funds holding

Funds holding: 823830 (+7)

0.54% more ownership

Funds ownership: 90.2%90.74% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 317

15% less call options, than puts

Call options by funds: $370M | Put options by funds: $433M

Holders
830
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
13.17%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
81
Increased
296
Reduced
317
Closed
66
Calls
$370M
Puts
$433M
Net Calls
-$63.5M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
651
Jag Capital Management
Missouri
$229K
KWM
652
Kolinsky Wealth Management
New Jersey
$228K +$225K +1,119 New
IAIM
653
International Assets Investment Management
Florida
$227K -$7.25K -36 -3%
PCS
654
Personal CFO Solutions
New Jersey
$222K +$12.3K +61 +6%
SGA
655
Sustainable Growth Advisers
Connecticut
$222K
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$219K -$806 -4 -0.4%
9WM
657
9258 Wealth Management
Ohio
$215K -$1.21K -6 -0.6%
HAIM
658
Hunter Associates Investment Management
Pennsylvania
$215K +$4.23K +21 +2%
SIC
659
SJS Investment Consulting
Ohio
$214K
RWM
660
RKL Wealth Management
Pennsylvania
$213K -$3.02K -15 -1%
BWM
661
Blossom Wealth Management
California
$211K +$209K +1,039 New
AFA
662
Arlington Financial Advisors
California
$211K
MSAM
663
Moloney Securities Asset Management
Missouri
$211K -$28K -139 -12%
OIA
664
OneDigital Investment Advisors
Kansas
$209K -$17.1K -85 -8%
MA
665
Mutual Advisors
Nebraska
$209K -$63.5K -315 -23%
CA
666
Continuum Advisory
Idaho
$209K +$201 +1 +0.1%
STA
667
Summit Trail Advisors
New York
$205K +$203K +1,007 New
NP
668
Nilsine Partners
Colorado
$204K +$202K +1,002 New
UM
669
UniSuper Management
Australia
$203K
CSI
670
Cross Staff Investments
New York
$203K +$201K +1,000 New
MIM
671
Merrion Investment Management
New Jersey
$203K +$201K +1,000 New
VNA
672
Valley National Advisers
Pennsylvania
$203K +$1.01K +5 +0.5%
SW
673
SlateStone Wealth
Florida
$203K +$201K +1,000 New
I
674
InceptionR
California
$202K -$33.6K -167 -14%
PA
675
Parallel Advisors
California
$199K -$1.41K -7 -0.7%

VEEV Hedge Fund Activity: Q3 2023 in Review

830 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q3 2023, worth a combined $27B — up 4% from $26B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VEEV positions and 66 closed out — a net gain of 15 holders — while 296 added to existing stakes and 317 trimmed.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $179M. The largest seller was AllianceBernstein, cutting an estimated $168M.

  • 830 institutional investors held Veeva Systems (VEEV) as of Q3 2023, up from 823 in Q2 2023.
  • Funds reported $27B of Veeva Systems stock for Q3 2023, up 4% quarter-over-quarter.
  • 81 funds opened new Veeva Systems positions in Q3 2023 and 66 closed out, a net change of +15 holders.
  • The largest Veeva Systems buyer in Q3 2023 was Durable Capital Partners, an estimated $179M added.
  • The largest Veeva Systems seller in Q3 2023 was AllianceBernstein, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2023.