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Veeva Systems

459 hedge funds and large institutions have $12.1B invested in Veeva Systems in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

44% more capital invested

Capital invested by funds: $8.41B → $12.1B (+$3.66B)

16% more call options, than puts

Call options by funds: $173M | Put options by funds: $150M

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

9% more funds holding

Funds holding: 423459 (+36)

0.28% more ownership

Funds ownership: 90.89%91.17% (+0.28%)

Holders
459
Holders Change
+36
Holders Change %
+8.51%
% of All Funds
10.49%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.3%
New
78
Increased
169
Reduced
146
Closed
40
Calls
$173M
Puts
$150M
Net Calls
+$23.6M
Net Calls Change
-$589K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mascoma Wealth Management
New Hampshire
$163K
GTAM
377
Global Trust Asset Management
Florida
$163K +$136K +1,500 New
PFBT
378
Parkside Financial Bank & Trust
Missouri
$156K
SFPIA
379
Stevens First Principles Investment Advisors
California
$156K
LIA
380
LS Investment Advisors
Michigan
$145K -$34.7K -383 -22%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$142K
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$134K +$111K +1,227 New
IWP
383
Icon Wealth Partners
Texas
$129K +$5.53K +61 +5%
CAPTRUST Financial Advisors
384
CAPTRUST Financial Advisors
North Carolina
$127K +$9.7K +107 +10%
PAM
385
Paradigm Asset Management
New York
$125K +$104K +1,150 New
LS
386
Livforsakringsbolaget Skandia
Sweden
$120K -$90.7K -1,000 -48%
THWM
387
Taylor Hoffman Wealth Management
Virginia
$115K
S
388
SignatureFD
Georgia
$109K
VNA
389
Valley National Advisers
Pennsylvania
$109K
WAM
390
Wealthspire Advisors (Maryland)
Maryland
$109K +$7.89K +87 +10%
First Manhattan
391
First Manhattan
New York
$108K
SBL
392
Sargent Bickham Lagudis
Colorado
$90K
RCAG
393
Rehmann Capital Advisory Group
Michigan
$82K +$3.99K +44 +6%
NFG
394
Next Financial Group
Texas
$79K +$66.2K +730 New
DSC
395
Duncker Streett & Co
Missouri
$76K
SIA
396
SeaBridge Investment Advisors
New Jersey
$76K
TFA
397
Transamerica Financial Advisors
Florida
$70K -$3.54K -39 -6%
CAW
398
Cornerstone Advisors (Washington)
Washington
$69K
SWP
399
Stratos Wealth Partners
Ohio
$65K +$53.9K +594 New
SFG
400
SevenBridge Financial Group
Pennsylvania
$63K

VEEV Hedge Fund Activity: Q3 2018 in Review

459 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q3 2018, worth a combined $12.1B — up 44% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VEEV positions and 40 closed out — a net gain of 38 holders — while 169 added to existing stakes and 146 trimmed.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was T. Rowe Price Associates, cutting an estimated $154M.

  • 459 institutional investors held Veeva Systems (VEEV) as of Q3 2018, up from 423 in Q2 2018.
  • Funds reported $12.1B of Veeva Systems stock for Q3 2018, up 44% quarter-over-quarter.
  • 78 funds opened new Veeva Systems positions in Q3 2018 and 40 closed out, a net change of +38 holders.
  • The largest Veeva Systems buyer in Q3 2018 was BlackRock, an estimated $109M added.
  • The largest Veeva Systems seller in Q3 2018 was T. Rowe Price Associates, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.