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Veeva Systems

959 hedge funds and large institutions have $26.9B invested in Veeva Systems in 2024 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 366 increasing their positions, 328 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 78

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more capital invested

Capital invested by funds: $23.4B → $26.9B (+$3.5B)

12% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 328

4% more funds holding

Funds holding: 921959 (+38)

0.02% more ownership

Funds ownership: 79.17%79.19% (+0.02%)

9% less call options, than puts

Call options by funds: $248M | Put options by funds: $272M

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
13.77%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
126
Increased
366
Reduced
328
Closed
78
Calls
$248M
Puts
$272M
Net Calls
-$24.1M
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1001
SageView Advisory Group
California
-$253K -1,384 Closed
BIAS
1002
Beacon Investment Advisory Services
New Jersey
-$247K -1,348 Closed
WP
1003
Woodline Partners
California
-$236K -1,290 Closed
I
1004
InceptionR
California
-$233K -1,275 Closed
NWWA
1005
New Wave Wealth Advisors
Arkansas
-$231K -1,262 Closed
AGM
1006
Alpine Global Management
New York
-$226K -1,236 Closed
KHCM
1007
Kirtland Hills Capital Management
Ohio
-$214K -1,167 Closed
BPA
1008
Beacon Pointe Advisors
California
-$210K -1,145 Closed
STA
1009
Summit Trail Advisors
New York
-$206K -1,123 Closed
SP
1010
Symmetry Partners
Connecticut
-$203K -1,111 Closed
GSC
1011
Ground Swell Capital
South Carolina
-$201K -1,098 Closed
TWP
1012
Triad Wealth Partners
Kansas
-$115K -626 Closed
EC
1013
EntryPoint Capital
New York
-$108K -591 Closed
CP
1014
Camelot Portfolios
Ohio
-$96.3K -526 Closed
KFS
1015
Kelly Financial Services
Massachusetts
-$93.3K -510 Closed
CFFP
1016
Center for Financial Planning
Michigan
-$36.6K -200 Closed
BC
1017
Barrett & Company
Rhode Island
-$28.4K -155 Closed
MCM
1018
MidAtlantic Capital Management
Virginia
-$18.9K -103 Closed
LTI
1019
Laffer Tengler Investments
Tennessee
-$18.3K -100 Closed
GLR
1020
Great Lakes Retirement
Ohio
-$15.7K -86 Closed
ATPW
1021
Ashton Thomas Private Wealth
Arizona
-$13.5K -74 Closed
CJ
1022
Caitlin John
Michigan
-$13K -71 Closed
ADL
1023
Asset Dedication LLC
California
-$7.5K -41 Closed
CC
1024
Cultivar Capital
Texas
-$7.32K -40 Closed
1832 Asset Management
1025
1832 Asset Management
Ontario, Canada
-$6.41K -35 Closed

VEEV Hedge Fund Activity: Q3 2024 in Review

959 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q3 2024, worth a combined $26.9B — up 15% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VEEV positions and 78 closed out — a net gain of 48 holders — while 366 added to existing stakes and 328 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $275M. The largest seller was Artisan Partners, cutting an estimated $152M.

  • 959 institutional investors held Veeva Systems (VEEV) as of Q3 2024, up from 921 in Q2 2024.
  • Funds reported $26.9B of Veeva Systems stock for Q3 2024, up 15% quarter-over-quarter.
  • 126 funds opened new Veeva Systems positions in Q3 2024 and 78 closed out, a net change of +48 holders.
  • The largest Veeva Systems buyer in Q3 2024 was Massachusetts Financial Services, an estimated $275M added.
  • The largest Veeva Systems seller in Q3 2024 was Artisan Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2024.