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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
MW
651
Maia Wealth
Colorado
$284K +$278K +1,477 New
RIA
652
Regal Investment Advisors
Michigan
$284K +$23K +122 +9%
AI
653
Accredited Investors
Minnesota
$284K -$188 -1 -0.1%
CCWM
654
Correct Capital Wealth Management
Missouri
$281K +$275K +1,461 New
TFS
655
Thoroughbred Financial Services
Tennessee
$279K -$3.58K -19 -1%
GA
656
Greytown Advisors
Florida
$279K -$377 -2 -0.1%
WBC
657
Westpac Banking Corp
Australia
$275K -$325K -1,727 -55%
KCM
658
KRS Capital Management
Michigan
$273K -$53.7K -285 -17%
AA
659
ALPS Advisors
Colorado
$273K -$15.1K -80 -5%
MC
660
Maverick Capital
Texas
$272K -$13.8K -73 -5%
NFG
661
Nations Financial Group
Iowa
$271K
PAS
662
Professional Advisory Services
Florida
$270K
SOMRS
663
State of Michigan Retirement System
Michigan
$270K +$37.7K +200 +17%
SAM
664
Smartleaf Asset Management
Massachusetts
$261K +$253K +1,344 New
RCAG
665
Rehmann Capital Advisory Group
Michigan
$261K +$1.88K +10 +0.7%
KIA
666
Knollwood Investment Advisory
Maryland
$257K +$252K +1,335 New
OIA
667
OneDigital Investment Advisors
Kansas
$252K +$52.8K +280 +27%
IPW
668
Invictus Private Wealth
Colorado
$250K -$7.54K -40 -3%
PCS
669
Personal CFO Solutions
New Jersey
$249K +$37.9K +201 +18%
BL
670
BFSG LLC
California
$248K
GC
671
Globeflex Capital
California
$244K
MAM
672
Martingale Asset Management
Massachusetts
$241K +$236K +1,250 New
CAAS
673
Capital Asset Advisory Services
Michigan
$240K +$235K +1,247 New
CCM
674
Carlson Capital Management
Minnesota
$239K -$3.02K -16 -1%
IPAM
675
Investment Partners Asset Management
New Jersey
$238K +$233K +1,238 New

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.