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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
PFBT
776
Parkside Financial Bank & Trust
Missouri
$31.6K -$1.32K -7 -4%
BC
777
Barrett & Company
Rhode Island
$29.8K
DCP
778
DSM Capital Partners
Florida
$29.3K +$28.6K +152 New
AWM
779
Atticus Wealth Management
Florida
$28.9K -$5.65K -30 -17%
PB
780
Pinnacle Bancorp
Nebraska
$27.5K
RA
781
Rise Advisors
New York
$25.2K
LC
782
Lindbrook Capital
California
$24.3K +$754 +4 +3%
CWM
783
Cedar Wealth Management
California
$22.9K +$4.14K +22 +23%
OIAM
784
OFI Invest Asset Management
France
$22.3K -$565 -3 -2%
GWS
785
Glassman Wealth Services
Virginia
$22.1K -$377 -2 -2%
RIM
786
Rakuten Investment Management
Japan
$21.1K +$20.5K +109 New
MCM
787
MidAtlantic Capital Management
Virginia
$19.8K +$19.4K +103 New
MCM
788
MV Capital Management
Maryland
$19.4K +$188 +1 +1%
FA
789
Financial Avengers
California
$19.3K
BC
790
Broadwater Capital
Massachusetts
$19.3K +$18.8K +100 New
BTI
791
Blue Trust Inc
Georgia
$18K +$15.1K +80 +1,000%
BWL
792
Bogart Wealth LLC
Virginia
$17.3K
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$17.1K +$377 +2 +2%
NMM
794
Naples Money Management
Florida
$17.1K +$16.8K +89 New
WT
795
Whittier Trust
California
$16.6K
NRG
796
Nemes Rush Group
Michigan
$15.8K -$942 -5 -6%
BWM
797
BKM Wealth Management
Wisconsin
$15.4K +$15.1K +80 New
RIL
798
Rothschild Investment LLC
Illinois
$15K +$14.7K +78 New
TWM
799
Tradition Wealth Management
Minnesota
$15K
HIA
800
Harbor Investment Advisory
Maryland
$13.9K +$754 +4 +6%

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.