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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
JWA
726
JFS Wealth Advisors
Pennsylvania
$3.23K -$4.44K -26 -57%
VWM
727
Valley Wealth Managers
New Jersey
$3.23K
IAS
728
IMA Advisory Services
Colorado
$3.23K +$3.42K +20 New
USCWA
729
U.S. Capital Wealth Advisors
Texas
$3.23K +$3.42K +20 New
APC
730
Aspire Private Capital
North Carolina
$3.07K
WWM
731
Wolff Wiese Magana
California
$2.9K
NC
732
NewSquare Capital
Pennsylvania
$2.9K +$3.08K +18 New
FCA
733
FinTrust Capital Advisors
South Carolina
$2.74K -$6.32K -37 -69%
RTL
734
Red Tortoise LLC
Georgia
$2.74K +$2.9K +17 New
BWL
735
Bogart Wealth LLC
Virginia
$2.58K
RIM
736
Ranger Investment Management
Texas
$2.58K
TLCM
737
Twin Lakes Capital Management
California
$2.58K
NL
738
NVWM LLC
Pennsylvania
$2.26K
QC
739
Quent Capital
New York
$1.94K -$2.73K -16 -57%
LFG
740
Larson Financial Group
Missouri
$1.94K
BHWM
741
Beaird Harris Wealth Management
Texas
$1.94K +$2.05K +12 New
GI
742
Gradient Investments
Minnesota
$1.77K -$2.73K -16 -59%
SC
743
Schubert & Co
Texas
$1.77K +$1.02K +6 +120%
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.77K +$1.71K +10 +1,000%
PWMG
745
Prestige Wealth Management Group
New Jersey
$1.61K
LIM
746
Longfellow Investment Management
Massachusetts
$1.61K +$342 +2 +25%
SWA
747
Sutton Wealth Advisors
Florida
$1.45K
RFG
748
RFP Financial Group
Georgia
$1.29K +$1.37K +8 New
FA
749
Fiduciary Alliance
South Carolina
$1.13K +$1.2K +7 New
MTIC
750
Missouri Trust & Investment Company
Missouri
$1K

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.