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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
EWA
701
EP Wealth Advisors
California
$202K +$198K +1,051 New
MSAM
702
Moloney Securities Asset Management
Missouri
$202K +$2.64K +14 +1%
S
703
SignatureFD
Georgia
$202K -$48K -255 -20%
RWP
704
Revolve Wealth Partners
New Jersey
$202K -$18.5K -98 -9%
RWM
705
RKL Wealth Management
Pennsylvania
$201K -$1.13K -6 -0.6%
SWM
706
Spire Wealth Management
Virginia
$198K -$4.15M -22,022 -96%
BEI
707
Benjamin Edwards Inc
Missouri
$176K -$5.28K -28 -3%
PA
708
Parallel Advisors
California
$173K -$15.3K -81 -8%
CAM
709
Creekmur Asset Management
Illinois
$170K +$167K +885 New
BC
710
Bartlett & Co
Ohio
$169K +$164K +870 New
BCWM
711
Bartlett & Co Wealth Management
Ohio
$169K +$164K +870 New
CTC
712
Central Trust Company
Missouri
$168K +$1.13K +6 +0.7%
GI
713
GAMMA Investing
California
$158K +$144K +762 New
CWP
714
Concord Wealth Partners
Virginia
$157K +$942 +5 +0.6%
APW
715
Acima Private Wealth
Virginia
$152K
CUAMC
716
China Universal Asset Management Company
China
$148K -$1.41M -7,497 -91%
HI
717
Harbour Investments
Wisconsin
$136K +$82.7K +439 +164%
TFIPS
718
Towarzystwo Funduszy Inwestycyjnych PZU SA
$134K +$131K +696 New
SPIA
719
Steward Partners Investment Advisory
New York
$132K -$14.9K -79 -10%
GTAM
720
Global Trust Asset Management
Florida
$131K
CAL
721
Capital Analysts LLC
Pennsylvania
$131K +$99.5K +528 +352%
C
722
Covestor
United Kingdom
$129K -$12.4K -66 -9%
PCM
723
Penserra Capital Management
California
$126K -$20.2K -107 -14%
DGAM
724
Desjardins Global Asset Management
Quebec, Canada
$116K +$1.51K +8 +1%
RAM
725
Ramirez Asset Management
New York
$116K

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.