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Veeva Systems

605 hedge funds and large institutions have $19.2B invested in Veeva Systems in 2020 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 206 increasing their positions, 231 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

17% more capital invested

Capital invested by funds: $16.4B → $19.2B (+$2.79B)

4.62% more ownership

Funds ownership: 88.2%92.82% (+4.6%)

6% less call options, than puts

Call options by funds: $212M | Put options by funds: $225M

3% less funds holding

Funds holding: 622605 (-17)

11% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 231

12% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 94

Holders
605
Holders Change
-17
Holders Change %
-2.73%
% of All Funds
13.33%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.46%
New
83
Increased
206
Reduced
231
Closed
94
Calls
$212M
Puts
$225M
Net Calls
-$12.7M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
376
Redhawk Wealth Advisors
Minnesota
$549K -$84.7K -578 -14%
CMBA
377
C.M. Bidwell & Associates
Hawaii
$547K -$92.9K -634 -15%
SCM
378
Shelton Capital Management
Colorado
$531K
Caisse de Depot et Placement du Quebec (CDPQ)
379
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$527K +$83.8K +572 +20%
FC
380
Ferris Capital
Massachusetts
$524K
MFP
381
Meridian Financial Partners
Virginia
$522K +$422K +2,880 New
ET
382
Equitable Trust
Tennessee
$516K +$484K +3,302 New
PA
383
Paragon Advisors
Texas
$512K -$80.9K -552 -14%
AWM
384
Avitas Wealth Management
California
$496K -$161K -1,096 -26%
ACM
385
Argent Capital Management
Missouri
$494K +$463K +3,160 New
WS
386
Wedbush Securities
California
$493K -$92.8K -633 -17%
LWAC
387
Laurel Wealth Advisors (California)
California
$493K -$52K -355 -10%
3C
388
361 Capital
Colorado
$490K -$221K -1,507 -32%
IRF
389
IBM Retirement Fund
New York
$485K +$170K +1,157 +60%
CIBC World Market
390
CIBC World Market
Ontario, Canada
$475K +$61.9K +422 +16%
CS
391
Comerica Securities
Michigan
$468K +$49.5K +338 +13%
AIG
392
American International Group
New York
$466K -$7.77K -53 -2%
DBT
393
Dubuque Bank & Trust
Iowa
$462K
FAB
394
First American Bank
Illinois
$459K -$9.23K -63 -2%
IC
395
IEQ Capital
California
$448K +$420K +2,867 New
PWM
396
Perigon Wealth Management
California
$445K +$403K +2,747 New
CM
397
Castleark Management
Illinois
$439K +$412K +2,810 New
SRAM
398
Stone Ridge Asset Management
New York
$438K -$176K -1,200 -30%
VAS
399
Vestmark Advisory Solutions
Massachusetts
$427K +$400K +2,731 New
Cetera Investment Advisers
400
Cetera Investment Advisers
Illinois
$426K -$77.4K -528 -16%

VEEV Hedge Fund Activity: Q1 2020 in Review

605 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q1 2020, worth a combined $19.2B — up 17% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of VEEV and 83 opened new positions — a net loss of 11 holders — while 231 trimmed existing stakes and 206 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $623M. The largest seller was Arrowstreet Capital, cutting an estimated $142M.

  • 605 institutional investors held Veeva Systems (VEEV) as of Q1 2020, down from 622 in Q4 2019.
  • Funds reported $19.2B of Veeva Systems stock for Q1 2020, up 17% quarter-over-quarter.
  • 83 funds opened new Veeva Systems positions in Q1 2020 and 94 closed out, a net change of -11 holders.
  • The largest Veeva Systems buyer in Q1 2020 was T. Rowe Price Associates, an estimated $623M added.
  • The largest Veeva Systems seller in Q1 2020 was Arrowstreet Capital, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2020.