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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
CMBA
951
C.M. Bidwell & Associates
Hawaii
-$94.2K -463 Closed
JFGIW
952
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$58K -285 Closed
EFMH
953
E Fund Management (HK)
Hong Kong
-$50K -245 Closed
NL
954
NKCFO LLC
Illinois
-$47K -232 Closed
FFC
955
First Financial Corp
Indiana
-$40.1K -197 Closed
HT
956
Headlands Technologies
Illinois
-$37.4K -184 Closed
CT
957
Clearstead Trust
Maine
-$25.4K -125 Closed
GWMIA
958
Global Wealth Management Investment Advisory
Florida
-$23.6K -116 Closed
BAAM
959
Baker Avenue Asset Management
California
-$19.9K -98 Closed
RTC
960
Riverview Trust Company
Washington
-$15.1K -74 Closed
MAM
961
Marquette Asset Management
Minnesota
-$14K -69 Closed
EARNEST Partners
962
EARNEST Partners
Georgia
-$13.6K -67 Closed
SOS
963
Silver Oak Securities
Tennessee
-$13.2K -65 Closed
WWP
964
WR Wealth Planners
Missouri
-$8.14K -40 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
965
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.1K -30 Closed
FPFS
966
First Personal Financial Services
North Carolina
-$4.48K -22 Closed
AWA
967
Authentikos Wealth Advisory
California
-$4.07K -20 Closed
TVWM
968
Tower View Wealth Management
Wisconsin
-$3K -14 Closed
OLVIG
969
Oliver Lagore Vanvalin Investment Group
Michigan
-$1.63K -8 Closed
RFG
970
RFP Financial Group
Georgia
-$1.63K -8 Closed
CA
971
Centerpoint Advisors
Massachusetts
-$1K -4 Closed
IPW
972
Impact Partnership Wealth
Georgia
-$610 -3 Closed
AFG
973
Albion Financial Group
Utah
-$407 -2 Closed
FSWA
974
Financial Synergies Wealth Advisors
Texas
-$407 -2 Closed
VCM
975
Versant Capital Management
Arizona
-$203 -1 Closed

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.