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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
LF
676
LifePlan Financial
Minnesota
$237K +$232K +1,233 New
VNA
677
Valley National Advisers
Pennsylvania
$235K +$42.4K +225 +23%
SDWIA
678
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K
SCM
679
Stevens Capital Management
Pennsylvania
$233K +$228K +1,208 New
CW
680
CreativeOne Wealth
Kansas
$232K -$29.8K -158 -12%
SC
681
Savant Capital
Illinois
$231K +$226K +1,198 New
AFG
682
Atomi Financial Group
New York
$228K +$223K +1,185 New
HAIM
683
Hunter Associates Investment Management
Pennsylvania
$228K +$17K +90 +8%
SIC
684
SJS Investment Consulting
Ohio
$228K +$24.7K +131 +12%
FTDI
685
First Trust Direct Indexing
Massachusetts
$227K -$34.9K -185 -14%
FFM
686
Forum Financial Management
Illinois
$227K -$11.3K -60 -5%
UCFA
687
United Capital Financial Advisors
Texas
$226K +$221K +1,174 New
FA
688
FDx Advisors
Illinois
$224K -$16.6K -88 -7%
AFA
689
Arlington Financial Advisors
California
$220K +$19.8K +105 +10%
THWM
690
Taylor Hoffman Wealth Management
Virginia
$220K -$60.5K -321 -22%
UCB
691
United Community Bank
South Carolina
$218K -$13.2K -70 -6%
JCM
692
Jag Capital Management
Missouri
$217K
DILIC
693
Dai-ichi Life Insurance Company
Japan
$212K -$16.4K -87 -7%
UM
694
UniSuper Management
Australia
$212K +$18.8K +100 +10%
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
$210K +$204K +1,081 +10,810%
QWM
696
Quadcap Wealth Management
Texas
$209K +$205K +1,087 New
MOS
697
MGO One Seven
Ohio
$204K +$200K +1,062 New
CGH
698
Crossmark Global Holdings
Texas
$204K -$15.6K -83 -7%
BPA
699
Beacon Pointe Advisors
California
$203K -$258K -1,369 -56%
HNB
700
Huntington National Bank
Ohio
$203K -$56.9K -302 -22%

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.