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Veeva Systems
VEEV

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: 830 → 878 (+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: 14 → 12 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$285M
2
Holocene Advisors
Holocene Advisors
New York
+$134M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$109M
4
Ameriprise
Ameriprise
Minnesota
+$100M
5
Citadel Advisors
Citadel Advisors
Florida
+$79.7M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$674M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$340M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$294M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$141M
5
N
Nuveen
North Carolina
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
826
Advisornet Financial
Minnesota
$4.62K +$1.51K +8 +50%
CIR
827
Clear Investment Research
Georgia
$4.62K +$4.52K +24 New
AA
828
Addison Advisors
Vermont
$4.43K – – –
Jones Financial Companies
829
Jones Financial Companies
Missouri
$4.43K +$377 +2 +10%
IGWM
830
ICA Group Wealth Management
Colorado
$4.43K +$4.33K +23 New
ZB
831
Zions Bancorporation
Utah
$4.24K – – –
PMFA
832
Plante Moran Financial Advisors
Michigan
$4.24K +$4.14K +22 New
MA
833
MCF Advisors
Kentucky
$4.04K – – –
JFA
834
JNBA Financial Advisors
Minnesota
$3.85K – – –
VWM
835
Valley Wealth Managers
New Jersey
$3.85K – – –
APC
836
Aspire Private Capital
North Carolina
$3.66K – – –
TAM
837
Tucker Asset Management
Colorado
$3.46K -$942 -5 -22%
CFD
838
Creative Financial Designs
Indiana
$3.46K – – –
RTL
839
Red Tortoise LLC
Georgia
$3.27K – – –
RIM
840
Ranger Investment Management
Texas
$3.08K – – –
TLCM
841
Twin Lakes Capital Management
California
$3.08K – – –
VF
842
VitalStone Financial
Texas
$3K -$403K -2,138 -99%
FWM
843
FSA Wealth Management
Massachusetts
$3K +$3.02K +16 New
RFS
844
Richardson Financial Services
Massachusetts
$2.89K +$2.83K +15 New
VWA
845
Valued Wealth Advisors
Utah
$2.85K +$2.64K +14 New
LFG
846
Larson Financial Group
Missouri
$2.5K -$8.67K -46 -78%
FPF
847
First Pacific Financial
Washington
$2.5K +$2.45K +13 New
BCMLT
848
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.24K – – –
TFA
849
Transamerica Financial Advisors
Florida
$2K -$28.3K -150 -94%
AW
850
Avion Wealth
Texas
$2K – – –
32 33
34
35 36

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.