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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
QL
751
Quarry LP
New York
$67K +$52.8K +280 +412%
RS
752
Rakuten Securities
Japan
$63K +$61.6K +327 New
MLA
753
MB, Levis & Associates
Pennsylvania
$61.8K
T
754
TOBAM
France
$60K -$123K -653 -68%
CAS
755
Coppell Advisory Solutions
Texas
$52.8K +$51.6K +274 New
FP
756
Financial Perspectives
Minnesota
$51K
FWM
757
Focused Wealth Management
New York
$50.1K -$2.64K -14 -5%
GEA
758
Glen Eagle Advisors
New Jersey
$49.7K
DSC
759
Duncker Streett & Co
Missouri
$49.5K
OA
760
Operose Advisors
Wisconsin
$48.9K +$21.1K +112 +79%
WPWM
761
Western Pacific Wealth Management
Illinois
$47.9K -$26K -138 -36%
RFA
762
Resurgent Financial Advisors
Georgia
$47K -$3.02K -16 -6%
PTC
763
Private Trust Company
Ohio
$43.5K -$33.9K -180 -44%
HCM
764
Hollencrest Capital Management
California
$43.5K
CPG
765
Cornerstone Planning Group
New Jersey
$40.6K -$8.29K -44 -17%
RBC
766
Roble Belko & Company
Pennsylvania
$39K
GJIA
767
Glass Jacobson Investment Advisors
Maryland
$38.5K -$1.51K -8 -4%
FMB
768
Field & Main Bank
Kentucky
$38.5K
LS
769
Livforsakringsbolaget Skandia
Sweden
$38.5K
ANBT
770
American National Bank & Trust
Texas
$36K +$35.2K +187 New
CT
771
Colonial Trust
South Carolina
$35.9K
CA
772
Clearstead Advisors
Ohio
$33.3K -$53.9K -286 -62%
GXJ
773
Global X Japan
Japan
$32.9K +$32.2K +171 New
CJ
774
Caitlin John
Michigan
$32.7K +$32K +170 New
VWWMG
775
Vermillion & White Wealth Management Group
Pennsylvania
$31.8K +$31.1K +165 New

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.