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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
CA
701
Crewe Advisors
Utah
$10.7K -$4.96K -29 -31%
CUAMC
702
China Universal Asset Management Company
China
$8.88K
TIM
703
Tortoise Investment Management
New York
$8.88K
AFS
704
Annapolis Financial Services
Maryland
$8.55K -$8.88K -52 -50%
KFI
705
Key Financial Inc
Pennsylvania
$8.24K
MA
706
Montag & Associates
Georgia
$8.07K
SIC
707
Salem Investment Counselors
North Carolina
$8.07K
PA
708
PSI Advisors
Florida
$7.58K
IGWM
709
ICA Group Wealth Management
Colorado
$7.58K +$8.03K +47 New
CFD
710
Creative Financial Designs
Indiana
$6.46K
CAC
711
Core Alternative Capital
Georgia
$6.13K
1832 Asset Management
712
1832 Asset Management
Ontario, Canada
$5.65K
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$5K +$5.47K +32 New
TAM
714
Tucker Asset Management
Colorado
$4.57K
JWM
715
Janiczek Wealth Management
Colorado
$4.55K -$3.59K -21 -43%
TF
716
TimeScale Financial
Massachusetts
$4.29K
RA
717
Rise Advisors
New York
$4.04K
GIA
718
GHP Investment Advisors
Colorado
$4.03K -$78.6K -460 -95%
AA
719
Ancora Advisors
Ohio
$4K -$429K -2,511 -99%
CSB
720
City State Bank
Iowa
$4K
CAM
721
ClariVest Asset Management
California
$4K
WBC
722
West Branch Capital
Massachusetts
$3.87K
HWM
723
HighMark Wealth Management
Minnesota
$3.71K
FPFS
724
First Personal Financial Services
North Carolina
$3.55K
MA
725
MCF Advisors
Kentucky
$3.39K

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.