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Veeva Systems

867 hedge funds and large institutions have $25.1B invested in Veeva Systems in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 297 increasing their positions, 299 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
+44
Holders Change %
+5.35%
% of All Funds
12.71%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.18%
New
150
Increased
297
Reduced
299
Closed
96
Calls
$452M
Puts
$338M
Net Calls
+$114M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
676
First Trust Direct Indexing
Massachusetts
$227K -$35.6K -185 -14%
FFM
677
Forum Financial Management
Illinois
$227K -$11.6K -60 -5%
UCFA
678
United Capital Financial Advisors
Texas
$226K +$226K +1,174 New
FA
679
FDx Advisors
Illinois
$224K -$17K -88 -7%
AFA
680
Arlington Financial Advisors
California
$220K +$20.2K +105 +10%
THWM
681
Taylor Hoffman Wealth Management
Virginia
$220K -$61.8K -321 -22%
UCB
682
United Community Bank
South Carolina
$218K -$13.5K -70 -6%
JCM
683
Jag Capital Management
Missouri
$217K
DILIC
684
Dai-ichi Life Insurance Company
Japan
$212K -$16.8K -87 -7%
UM
685
UniSuper Management
Australia
$212K +$19.3K +100 +10%
Kayne Anderson Rudnick Investment Management
686
Kayne Anderson Rudnick Investment Management
California
$210K +$208K +1,081 +10,810%
QWM
687
Quadcap Wealth Management
Texas
$209K +$209K +1,087 New
MOS
688
MGO One Seven
Ohio
$204K +$204K +1,062 New
CGH
689
Crossmark Global Holdings
Texas
$204K -$16K -83 -7%
BPA
690
Beacon Pointe Advisors
California
$203K -$264K -1,369 -56%
HNB
691
Huntington National Bank
Ohio
$203K -$58.1K -302 -22%
EWA
692
EP Wealth Advisors
California
$202K +$202K +1,051 New
MSAM
693
Moloney Securities Asset Management
Missouri
$202K +$2.7K +14 +1%
S
694
SignatureFD
Georgia
$202K -$49.1K -255 -20%
RWP
695
Revolve Wealth Partners
New Jersey
$202K -$18.9K -98 -9%
RWM
696
RKL Wealth Management
Pennsylvania
$201K -$1.16K -6 -0.6%
SWM
697
Spire Wealth Management
Virginia
$198K -$4.55M -22,022 -96%
BEI
698
Benjamin Edwards Inc
Missouri
$176K -$5.39K -28 -3%
PA
699
Parallel Advisors
California
$173K -$15.6K -81 -8%
CAM
700
Creekmur Asset Management
Illinois
$170K +$170K +885 New