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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
Jones Financial Companies
751
Jones Financial Companies
Missouri
$1K +$1.54K +9 New
CWA
752
Clearview Wealth Advisors
Oregon
$968
BWM
753
BerganKDV Wealth Management
Minnesota
$968 +$171 +1 +20%
CFO
754
CVA Family Office
Colorado
$807 -$854 -5 -50%
EWM
755
Evermay Wealth Management
Virginia
$807
IRC
756
Investors Research Corp
Georgia
$807
ME
757
McIlrath & Eck
Washington
$807
MWM
758
MinichMacGregor Wealth Management
New York
$806 +$854 +5 New
DWA
759
Delos Wealth Advisors
Texas
$323
NMG
760
New Millennium Group
Utah
$323
CPFP
761
Clear Perspectives Financial Planning
Ohio
$323 +$342 +2 New
GTCM
762
Gyon Technologies Capital Management
New Jersey
$323 +$342 +2 New
MYAM
763
Meiji Yasuda Asset Management
Japan
$223 -$10.3K -60 -4%
FGAM
764
Financial Gravity Asset Management
Texas
$197 +$27.5K +161 New
AWM
765
Abound Wealth Management
Tennessee
$162 -$5.13K -30 -97%
LF
766
Lee Financial
Texas
$161
TWD
767
True Wealth Design
Ohio
$161 +$171 +1 New
JCM
768
Junto Capital Management
New York
-$44.5M -269,724 Closed
PHS
769
PFM Health Sciences
California
-$33.4M -202,387 Closed
CI
770
Cooper Investors
Australia
-$5.4M -32,726 Closed
PI
771
PEAK6 Investments
Illinois
-$3.23M -18,885 Closed
ACM
772
AlphaCrest Capital Management
New York
-$3.07M -18,624 Closed
Mirae Asset Global Investments
773
Mirae Asset Global Investments
South Korea
-$2.38M -14,430 Closed
SC
774
Sculptor Capital
New York
-$2.18M -13,238 Closed
RWM
775
Ritholtz Wealth Management
New York
-$2M -12,149 Closed

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.