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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
PWMG
801
Private Wealth Management Group
New Jersey
$13.5K +$13.2K +70 New
SIC
802
Salem Investment Counselors
North Carolina
$12.5K
ST
803
Smithfield Trust
Pennsylvania
$11K -$3.77K -20 -25%
JWM
804
Janiczek Wealth Management
Colorado
$10.8K
TIM
805
Tortoise Investment Management
New York
$10.6K
AFS
806
Annapolis Financial Services
Maryland
$10.2K
KFI
807
Key Financial Inc
Pennsylvania
$9.63K
SIS
808
Strategic Investment Solutions
Illinois
$9.63K +$9.42K +50 New
PA
809
PSI Advisors
Florida
$9.05K
CAC
810
Core Alternative Capital
Georgia
$8.09K -$377 -2 -5%
CWC
811
Carolinas Wealth Consulting
North Carolina
$7.89K
1832 Asset Management
812
1832 Asset Management
Ontario, Canada
$6.74K
BMC
813
Bear Mountain Capital
Washington
$6.22K +$5.65K +30 New
QC
814
Quent Capital
New York
$5.97K +$2.83K +15 +94%
BIA
815
Bell Investment Advisors
California
$5.78K -$3.96K -21 -41%
VWM
816
Venturi Wealth Management
Texas
$5.39K +$565 +3 +12%
JWA
817
JFS Wealth Advisors
Pennsylvania
$5.2K -$188 -1 -4%
FCA
818
FinTrust Capital Advisors
South Carolina
$5.2K +$5.09K +27 New
CAM
819
Chesapeake Asset Management
New York
$5.2K
CSB
820
City State Bank
Iowa
$5K
PWA
821
Provenance Wealth Advisors
Florida
$4.81K -$6.59K -35 -58%
CFS
822
CGC Financial Services
Oregon
$4.81K
CTA
823
Colonial Trust Advisors
South Carolina
$4.81K
GIA
824
GHP Investment Advisors
Colorado
$4.81K
WBC
825
West Branch Capital
Massachusetts
$4.62K

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.