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Veeva Systems

823 hedge funds and large institutions have $26B invested in Veeva Systems in 2023 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 342 increasing their positions, 261 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

31% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 261

13% more call options, than puts

Call options by funds: $329M | Put options by funds: $290M

8% more capital invested

Capital invested by funds: $24B → $26B (+$1.96B)

4% more funds holding

Funds holding: 795823 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2.61% less ownership

Funds ownership: 92.81%90.2% (-2.6%)

Holders
823
Holders Change
+28
Holders Change %
+3.52%
% of All Funds
12.92%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
91
Increased
342
Reduced
261
Closed
60
Calls
$329M
Puts
$290M
Net Calls
+$38.9M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
351
Prelude Capital Management
New York
$1.92M +$151K +826 +9%
MCP
352
Mirador Capital Partners
California
$1.91M -$108K -593 -6%
HIC
353
Hartline Investment Corp
Illinois
$1.91M +$19K +104 +1%
SIG
354
Stonegate Investment Group
Alabama
$1.9M
AA
355
Altrafin AG
$1.9M -$128K -700 -7%
SFG
356
Snider Financial Group
Washington
$1.9M +$254K +1,393 +17%
HighTower Advisors
357
HighTower Advisors
Illinois
$1.86M +$543K +2,978 +46%
PGFC
358
Peapack-Gladstone Financial Corp
New Jersey
$1.85M +$1.71M +9,358 New
VFA
359
Voya Financial Advisors
Connecticut
$1.82M -$47.1K -258 -3%
EI
360
Ethic Inc
New York
$1.82M +$24.4K +134 +1%
MIM
361
MetLife Investment Management
New Jersey
$1.76M +$83.2K +456 +5%
VIM
362
Vinva Investment Management
Australia
$1.76M -$340K -1,864 -17%
Mackenzie Financial
363
Mackenzie Financial
Ontario, Canada
$1.76M -$137K -750 -8%
BB
364
Bell Bank
North Dakota
$1.74M -$81.2K -445 -5%
TRCT
365
Tower Research Capital (TRC)
New York
$1.71M +$1.54M +8,421 +3,599%
PA
366
Profund Advisors
Maryland
$1.71M +$104K +568 +7%
Daiwa Securities Group
367
Daiwa Securities Group
Japan
$1.69M +$73K +400 +5%
PW
368
Peninsula Wealth
California
$1.68M -$164K -900 -10%
PAG
369
Private Advisor Group
New Jersey
$1.66M +$162K +890 +12%
WTC
370
WhitTier Trust Company
Nevada
$1.65M
SA
371
Strategic Advisors
New York
$1.61M +$3.1K +17 +0.2%
AG
372
Algert Global
California
$1.59M +$91.2K +500 +7%
WCFA
373
Walkner Condon Financial Advisors
Wisconsin
$1.59M +$1.28K +7 +0.1%
VPIM
374
Vanguard Personalized Indexing Management
California
$1.59M -$53.8K -295 -4%
AG
375
AIA Group
Hong Kong
$1.53M +$1.31M +7,168 +1,269%

VEEV Hedge Fund Activity: Q2 2023 in Review

823 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q2 2023, worth a combined $26B — up 8.1% from $24B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new VEEV positions and 60 closed out — a net gain of 31 holders — while 342 added to existing stakes and 261 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $139M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $464M sold.

  • 823 institutional investors held Veeva Systems (VEEV) as of Q2 2023, up from 795 in Q1 2023.
  • Funds reported $26B of Veeva Systems stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 91 funds opened new Veeva Systems positions in Q2 2023 and 60 closed out, a net change of +31 holders.
  • The largest Veeva Systems buyer in Q2 2023 was Capital World Investors, an estimated $139M added.
  • The largest Veeva Systems seller in Q2 2023 was Winslow Capital Management, an estimated $464M sold.

Based on aggregated 13F filings for Q2 2023.