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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
EWP
726
Elevation Wealth Partners
California
$115K
TWC
727
TD Waterhouse Canada
Ontario, Canada
$111K -$188 -1 -0.2%
FHA
728
First Horizon Advisors
Tennessee
$108K +$5.28K +28 +5%
SIM
729
Studio Investment Management
Illinois
$105K -$18.1K -96 -15%
QCG
730
Quadrant Capital Group
Ohio
$102K +$12.8K +68 +15%
QPBE
731
Quintet Private Bank (Europe)
Luxembourg
$99.6K
BBHC
732
Brown Brothers Harriman & Co
New York
$96.3K
GFPC
733
Global Financial Private Client
Florida
$92.4K +$46K +244 +103%
MIFH
734
Migdal Insurance & Financial Holdings
Israel
$91K +$5.28K +28 +6%
WC
735
Westwind Capital
New Mexico
$85K -$15M -79,794 -100%
Credit Agricole
736
Credit Agricole
France
$81.8K -$40.7K -216 -34%
PIM
737
Plato Investment Management
Australia
$81K +$79.3K +421 New
AI
738
AXS Investments
New York
$80.5K +$78.8K +418 New
HWM
739
HighMark Wealth Management
Minnesota
$80.1K -$3.77K -20 -5%
CI Investments Inc
740
CI Investments Inc
Ontario, Canada
$78K -$137K -725 -64%
AA
741
Alta Advisers
United Kingdom
$77K
WT
742
Washington Trust
Rhode Island
$77K
IGAM
743
iA Global Asset Management
Quebec, Canada
$77K +$75.4K +400 New
HIIFS
744
Harel Insurance Investments & Financial Services
Israel
$76K +$1.13K +6 +2%
EC
745
EntryPoint Capital
New York
$75.3K +$73.7K +391 New
HFS
746
Hantz Financial Services
Michigan
$72K -$924K -4,902 -93%
CAL
747
Capital Advisors Ltd
Ohio
$71K -$1.32K -7 -2%
EWA
748
EverSource Wealth Advisors
Alabama
$70.3K +$5.28K +28 +8%
KFS
749
Kelly Financial Services
Massachusetts
$68.3K +$10.6K +56 +19%
Bessemer Group
750
Bessemer Group
New Jersey
$68K

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.