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Veeva Systems

830 hedge funds and large institutions have $27B invested in Veeva Systems in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 296 increasing their positions, 317 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 66

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more capital invested

Capital invested by funds: $26B → $27B (+$1.03B)

1% more funds holding

Funds holding: 823830 (+7)

0.54% more ownership

Funds ownership: 90.2%90.74% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 317

15% less call options, than puts

Call options by funds: $370M | Put options by funds: $433M

Holders
830
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
13.17%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
81
Increased
296
Reduced
317
Closed
66
Calls
$370M
Puts
$433M
Net Calls
-$63.5M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
726
Colonial Trust
South Carolina
$41.1K +$11.1K +55 +42%
RBC
727
Roble Belko & Company
Pennsylvania
$41K
LS
728
Livforsakringsbolaget Skandia
Sweden
$40.7K
FMB
729
Field & Main Bank
Kentucky
$40.7K
FFC
730
First Financial Corp
Indiana
$40.1K +$39.7K +197 New
KFP
731
KB Financial Partners
New Jersey
$39K -$27K -134 -41%
HT
732
Headlands Technologies
Illinois
$37.4K -$360K -1,789 -91%
AWM
733
Atticus Wealth Management
Florida
$36.6K +$30.2K +150 +500%
PFBT
734
Parkside Financial Bank & Trust
Missouri
$34.8K +$15.5K +77 +82%
TFA
735
Transamerica Financial Advisors
Florida
$33K +$32K +159 New
BC
736
Barrett & Company
Rhode Island
$31.5K
CAL
737
Capital Analysts LLC
Pennsylvania
$31K +$30.2K +150 New
PB
738
Pinnacle Bancorp
Nebraska
$29.1K
OA
739
Operose Advisors
Wisconsin
$28.9K +$28.6K +142 New
RA
740
Rise Advisors
New York
$26.7K +$21.4K +106 +424%
CT
741
Clearstead Trust
Maine
$25.4K +$25.2K +125 New
OIAM
742
OFI Invest Asset Management
France
$25.2K +$26.4K +131 New
LC
743
Lindbrook Capital
California
$24.8K +$5.44K +27 +28%
GWS
744
Glassman Wealth Services
Virginia
$23.8K -$806 -4 -3%
GWMIA
745
Global Wealth Management Investment Advisory
Florida
$23.6K +$10.9K +54 +87%
FA
746
Financial Avengers
California
$20.3K
MCM
747
MV Capital Management
Maryland
$20.3K
BAAM
748
Baker Avenue Asset Management
California
$19.9K
CWM
749
Cedar Wealth Management
California
$19.7K
BWL
750
Bogart Wealth LLC
Virginia
$18.3K

VEEV Hedge Fund Activity: Q3 2023 in Review

830 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q3 2023, worth a combined $27B — up 4% from $26B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VEEV positions and 66 closed out — a net gain of 15 holders — while 296 added to existing stakes and 317 trimmed.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $179M. The largest seller was AllianceBernstein, cutting an estimated $168M.

  • 830 institutional investors held Veeva Systems (VEEV) as of Q3 2023, up from 823 in Q2 2023.
  • Funds reported $27B of Veeva Systems stock for Q3 2023, up 4% quarter-over-quarter.
  • 81 funds opened new Veeva Systems positions in Q3 2023 and 66 closed out, a net change of +15 holders.
  • The largest Veeva Systems buyer in Q3 2023 was Durable Capital Partners, an estimated $179M added.
  • The largest Veeva Systems seller in Q3 2023 was AllianceBernstein, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2023.