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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
S
851
Sachetta
Massachusetts
$1.93K +$1.88K +10 New
LIM
852
Longfellow Investment Management
Massachusetts
$1.93K
AFWM
853
Abich Financial Wealth Management
Virginia
$1.93K +$1.88K +10 New
WIM
854
Westside Investment Management
California
$1.93K +$1.88K +10 New
MTIC
855
Missouri Trust & Investment Company
Missouri
$1.73K
CHC
856
City Holding Co
West Virginia
$1.54K
CAM
857
ClariVest Asset Management
California
$1.54K
AWM
858
Abound Wealth Management
Tennessee
$1.38K +$754 +4 +133%
GWSG
859
GPS Wealth Strategies Group
Colorado
$1.35K
OP
860
ORG Partners
Indiana
$1.35K -$8.67K -46 -87%
NSG
861
Nalls Sherbakoff Group
Tennessee
$1.16K
HFM
862
Harvest Fund Management
China
$1K -$253K -1,345 -99%
EWM
863
Evermay Wealth Management
Virginia
$963
GI
864
Gradient Investments
Minnesota
$963
IRC
865
Investors Research Corp
Georgia
$963
CFO
866
CVA Family Office
Colorado
$963 +$942 +5 New
DPW
867
DiNuzzo Private Wealth
Pennsylvania
$963 +$942 +5 New
BGAI
868
Bruce G. Allen Investments
Colorado
$770 +$754 +4 New
CSC
869
Caldwell Sutter Capital
California
$770 +$754 +4 New
MCM
870
Manchester Capital Management
Vermont
$578
DWA
871
Delos Wealth Advisors
Texas
$386
TFM
872
TFC Financial Management
Massachusetts
$386
NMG
873
New Millennium Group
Utah
$385
TWP
874
TFO Wealth Partners
Ohio
$385
M
875
MOTCO
Texas
$193

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.