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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
FFA
801
First Foundation Advisors
California
-$213K -1,291 Closed
IFWM
802
Institute for Wealth Management
Colorado
-$211K -1,280 Closed
CWMU
803
Caliber Wealth Management (Utah)
Utah
-$206K -1,249 Closed
MOS
804
MGO One Seven
Ohio
-$202 -1,231 Closed
RWM
805
RKL Wealth Management
Pennsylvania
-$202K -1,226 Closed
ETH
806
Exos TFP Holdings
New York
-$136K -824 Closed
BWP
807
Baldwin Wealth Partners
Massachusetts
-$82K -500 Closed
MAM
808
Meeder Asset Management
Ohio
-$67K -402 Closed
WWMSC
809
Wagner Wealth Management (South Carolina)
South Carolina
-$48K -293 Closed
JWBC
810
John W. Brooker & Co
California
-$44K -269 Closed
MS
811
Mizuho Securities
Japan
-$33K -200 Closed
GWSG
812
GPS Wealth Strategies Group
Colorado
-$18K -107 Closed
DBG
813
De Burlo Group
Massachusetts
-$16.5K -100 Closed
HFM
814
Harvest Fund Management
China
-$16K -98 Closed
SOS
815
Silver Oak Securities
Tennessee
-$13.2K -65 Closed
ACM
816
Absolute Capital Management
Pennsylvania
-$7.75K -47 Closed
SFO
817
Standard Family Office
South Dakota
-$4K -26 Closed
HR
818
Howe & Rusling
New York
-$4K -25 Closed
SC
819
Stephens Consulting
Michigan
-$4.12K -25 Closed
TFA
820
Toth Financial Advisory
Virginia
-$2K -15 Closed
TWP
821
TFO Wealth Partners
Ohio
-$2K -14 Closed
FEG
822
Financial Enhancement Group
Indiana
-$1K -9 Closed
ANBT
823
American National Bank & Trust
Texas
-$1K -8 Closed
CB
824
Community Bank
New York
-$1K -7 Closed
PFPT
825
Pinnacle Financial Partners (Tennessee)
Tennessee
-$1K -5 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.