We are live on ! Find out more
VEEV icon

Veeva Systems

478 hedge funds and large institutions have $10.1B invested in Veeva Systems in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 169 increasing their positions, 152 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

22% more call options, than puts

Call options by funds: $106M | Put options by funds: $86.5M

11% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 152

4% more funds holding

Funds holding: 459478 (+19)

0.11% less ownership

Funds ownership: 91.17%91.06% (-0.11%)

16% less capital invested

Capital invested by funds: $12.1B → $10.1B (-$1.94B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
10.65%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
92
Increased
169
Reduced
152
Closed
70
Calls
$106M
Puts
$86.5M
Net Calls
+$19.3M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
401
Rehmann Capital Advisory Group
Michigan
$55.8K -$11.7K -128 -17%
Bessemer Group
402
Bessemer Group
New Jersey
$50K
PMFA
403
Plante Moran Financial Advisors
Michigan
$45K +$45.7K +500 New
PCM
404
Prelude Capital Management
New York
$42K -$378K -4,141 -90%
RCG
405
Ruggie Capital Group
Florida
$39K +$40.2K +440 New
SFG
406
SevenBridge Financial Group
Pennsylvania
$38K -$13.7K -150 -26%
TF
407
Tompkins Financial
New York
$37K
ASN
408
Advisory Services Network
Georgia
$37K +$1.1K +12 +3%
CAW
409
Cornerstone Advisors (Washington)
Washington
$35K -$22.1K -242 -38%
VFA
410
Valeo Financial Advisors
Indiana
$35K +$27.4K +300 +319%
EWM
411
Executive Wealth Management
Michigan
$34K +$34.6K +379 New
AAMU
412
Amundi Asset Management US
Massachusetts
$33K +$9.53M +104,334 +39%
PCG
413
Private Capital Group
Connecticut
$32K +$26.9K +295 +509%
JA
414
JOYN Advisors
Georgia
$30K
SIAS
415
Shine Investment Advisory Services
Colorado
$30K +$7.58K +83 +32%
PAI
416
Pittenger & Anderson Inc
Nebraska
$30K +$18.3K +200 +143%
SWM
417
SeaCrest Wealth Management
New York
$29K +$13.4K +147 +85%
CFA
418
Carroll Financial Associates
North Carolina
$28K
BWP
419
Baldwin Wealth Partners
Massachusetts
$27K
RFC
420
Regions Financial Corp
Alabama
$27K
BG
421
Bollard Group
Massachusetts
$27K +$27.4K +300 New
AIL
422
AGF Investments LLC
Ontario, Canada
$26K +$26.2K +287 New
FCA
423
FinTrust Capital Advisors
South Carolina
$26K +$26.8K +293 New
BOPW
424
Brandywine Oak Private Wealth
Pennsylvania
$26K +$27.4K +300 New
TCOV
425
Trust Company of Vermont
Vermont
$25K

VEEV Hedge Fund Activity: Q4 2018 in Review

478 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2018, worth a combined $10.1B — down 16% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VEEV positions and 70 closed out — a net gain of 22 holders — while 169 added to existing stakes and 152 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $210M. The largest seller was Brown Capital Management, cutting an estimated $74.5M.

  • 478 institutional investors held Veeva Systems (VEEV) as of Q4 2018, up from 459 in Q3 2018.
  • Funds reported $10.1B of Veeva Systems stock for Q4 2018, down 16% quarter-over-quarter.
  • 92 funds opened new Veeva Systems positions in Q4 2018 and 70 closed out, a net change of +22 holders.
  • The largest Veeva Systems buyer in Q4 2018 was Fidelity Investments, an estimated $210M added.
  • The largest Veeva Systems seller in Q4 2018 was Brown Capital Management, an estimated $74.5M sold.

Based on aggregated 13F filings for Q4 2018.