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Veeva Systems

916 hedge funds and large institutions have $29.7B invested in Veeva Systems in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 351 increasing their positions, 289 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 80

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

21% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 289

18% more capital invested

Capital invested by funds: $25.2B → $29.7B (+$4.52B)

4% more funds holding

Funds holding: 878916 (+38)

1% less call options, than puts

Call options by funds: $413M | Put options by funds: $419M

1.53% less ownership

Funds ownership: 81.16%79.63% (-1.5%)

Holders
916
Holders Change
+38
Holders Change %
+4.33%
% of All Funds
13.2%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
131
Increased
351
Reduced
289
Closed
80
Calls
$413M
Puts
$419M
Net Calls
-$6.19M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
976
AXS Investments
New York
-$80.5K -418 Closed
IGAM
977
iA Global Asset Management
Quebec, Canada
-$77K -400 Closed
EC
978
EntryPoint Capital
New York
-$75.3K -391 Closed
FWM
979
Focused Wealth Management
New York
-$50.1K -260 Closed
RFA
980
Resurgent Financial Advisors
Georgia
-$47K -244 Closed
GWS
981
Glassman Wealth Services
Virginia
-$22.1K -115 Closed
BWM
982
BKM Wealth Management
Wisconsin
-$15.4K -80 Closed
TWM
983
Tradition Wealth Management
Minnesota
-$15K -76 Closed
WC
984
Westwind Capital
New Mexico
-$85K -44 Closed
CAM
985
Chesapeake Asset Management
New York
-$5.2K -27 Closed
CTA
986
Colonial Trust Advisors
South Carolina
-$4.81K -25 Closed
CIR
987
Clear Investment Research
Georgia
-$4.62K -24 Closed
VF
988
VitalStone Financial
Texas
-$3K -15 Closed
AFWM
989
Abich Financial Wealth Management
Virginia
-$1.93K -10 Closed
GI
990
Gradient Investments
Minnesota
-$963 -5 Closed
BGAI
991
Bruce G. Allen Investments
Colorado
-$770 -4 Closed
CSC
992
Caldwell Sutter Capital
California
-$770 -4 Closed
DWA
993
Delos Wealth Advisors
Texas
-$386 -2 Closed
NMG
994
New Millennium Group
Utah
-$385 -2 Closed
TWP
995
TFO Wealth Partners
Ohio
-$385 -2 Closed
M
996
MOTCO
Texas
-$193 -1 Closed
RG
997
Retirement Group
California
-$193 -1 Closed

VEEV Hedge Fund Activity: Q1 2024 in Review

916 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q1 2024, worth a combined $29.7B — up 18% from $25.2B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new VEEV positions and 80 closed out — a net gain of 51 holders — while 351 added to existing stakes and 289 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $235M. The largest seller was Morgan Stanley, cutting an estimated $337M.

  • 916 institutional investors held Veeva Systems (VEEV) as of Q1 2024, up from 878 in Q4 2023.
  • Funds reported $29.7B of Veeva Systems stock for Q1 2024, up 18% quarter-over-quarter.
  • 131 funds opened new Veeva Systems positions in Q1 2024 and 80 closed out, a net change of +51 holders.
  • The largest Veeva Systems buyer in Q1 2024 was Fidelity Investments, an estimated $235M added.
  • The largest Veeva Systems seller in Q1 2024 was Morgan Stanley, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2024.