We are live on ! Find out more
VEEV icon

Veeva Systems

276 hedge funds and large institutions have $5.31B invested in Veeva Systems in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $15.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

31% more capital invested

Capital invested by funds: $4.06B → $5.31B (+$1.25B)

11% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 88

3.87% more ownership

Funds ownership: 98.7%102.57% (+3.9%)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

2% less funds holding

Funds holding: 283276 (-7)

Holders
276
Holders Change
-7
Holders Change %
-2.47%
% of All Funds
6.87%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
47
Increased
98
Reduced
88
Closed
47
Calls
$45.7M
Puts
$15.2M
Net Calls
+$30.5M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
WealthTrust-Arizona
Arizona
$20K
GEA
252
Glen Eagle Advisors
New Jersey
$18.5K +$4.94K +110 +44%
IR
253
Invictus RG
Bermuda
$18K -$150K -3,349 -90%
CL
254
Choreo LLC
Illinois
$17K +$742K +16,512 New
NCM
255
Nelson Capital Management
California
$16K
CAG
256
Crestwood Advisors Group
Massachusetts
$16K +$13.5K +300 New
PCP
257
Proficio Capital Partners
Massachusetts
$14K +$10.3K +229 New
CFA
258
Carroll Financial Associates
North Carolina
$11K
AIL
259
AGF Investments LLC
Ontario, Canada
$10K -$2.42K -54 -22%
RBC
260
Roble Belko & Company
Pennsylvania
$10K
QCG
261
Quadrant Capital Group
Ohio
$9K
BTIS
262
BB&T Investment Services
North Carolina
$6K +$6.29K +140 New
CFA
263
CT Financial Advisors
Pennsylvania
$5.13K
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
IF
265
Ironwood Financial
Arizona
$5K
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.49K +100 New
CCM
267
Cribstone Capital Management
Maine
$5K +$4.49K +100 New
APSP
268
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
RIM
269
Ranger Investment Management
Texas
$4K +$3.28K +73 New
FANJ
270
Financial Architects (New Jersey)
New Jersey
$3K
TWA
271
TCI Wealth Advisors
Arizona
$3K
WA
272
Winfield Associates
Ohio
$3K
ASN
273
Advisory Services Network
Georgia
$3K +$2.65K +59 New
PAI
274
Pittenger & Anderson Inc
Nebraska
$2K
SPIA
275
Steward Partners Investment Advisory
New York
$2K +$2.34K +52 New

VEEV Hedge Fund Activity: Q1 2017 in Review

276 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q1 2017, worth a combined $5.31B — up 31% from $4.06B a quarter earlier.

Fund positioning in VEEV was balanced in Q1 2017: 47 funds opened new positions, 47 closed out, 98 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $201M. The largest seller was T. Rowe Price Associates, cutting an estimated $95.1M.

  • 276 institutional investors held Veeva Systems (VEEV) as of Q1 2017, down from 283 in Q4 2016.
  • Funds reported $5.31B of Veeva Systems stock for Q1 2017, up 31% quarter-over-quarter.
  • 47 funds opened new Veeva Systems positions in Q1 2017 and 47 closed out, a net change of 0 holders.
  • The largest Veeva Systems buyer in Q1 2017 was Morgan Stanley, an estimated $201M added.
  • The largest Veeva Systems seller in Q1 2017 was T. Rowe Price Associates, an estimated $95.1M sold.

Based on aggregated 13F filings for Q1 2017.