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Veeva Systems

822 hedge funds and large institutions have $37.6B invested in Veeva Systems in 2021 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 315 increasing their positions, 248 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

28% more call options, than puts

Call options by funds: $756M | Put options by funds: $591M

27% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 248

20% more capital invested

Capital invested by funds: $31.4B → $37.6B (+$6.2B)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

6% more funds holding

Funds holding: 772822 (+50)

0.66% less ownership

Funds ownership: 88.12%87.46% (-0.66%)

Holders
822
Holders Change
+50
Holders Change %
+6.48%
% of All Funds
14.31%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.33%
New
123
Increased
315
Reduced
248
Closed
68
Calls
$756M
Puts
$591M
Net Calls
+$165M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
401
First Bank & Trust
South Dakota
$1.5M +$72.5K +260 +6%
VAS
402
Vestmark Advisory Solutions
Massachusetts
$1.49M -$87K -312 -6%
DBT
403
Dubuque Bank & Trust
Iowa
$1.49M
SWA
404
SFMG Wealth Advisors
Texas
$1.48M +$191K +685 +17%
CWMU
405
Caliber Wealth Management (Utah)
Utah
$1.46M +$74.4K +267 +6%
SC
406
Slow Capital
California
$1.45M +$53K +190 +4%
DCM
407
Davidson Capital Management
Texas
$1.44M +$92K +330 +8%
FL
408
Fort LP
Maryland
$1.43M -$430K -1,542 -25%
Verition Fund Management
409
Verition Fund Management
Connecticut
$1.41M +$632K +2,266 +100%
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$1.34M +$57.4K +206 +5%
SW
411
SkyOak Wealth
Michigan
$1.32M -$195K -700 -14%
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$1.3M -$500K -1,792 -30%
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$1.3M -$610K -2,190 -34%
PCM
414
Penserra Capital Management
California
$1.29M +$1.06M +3,820 +1,134%
NFG
415
Nations Financial Group
Iowa
$1.28M -$4.46K -16 -0.4%
EWA
416
Exencial Wealth Advisors
Oklahoma
$1.28M +$105K +377 +10%
MIM
417
Moseley Investment Management
Florida
$1.28M -$56.3K -202 -5%
PJSIMP
418
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M +$49.9K +179 +5%
Fiera Capital (Canada)
419
Fiera Capital (Canada)
Quebec, Canada
$1.27M +$1.14M +4,089 New
CRC
420
Curi RMB Capital
Illinois
$1.26M -$251K -901 -18%
FA
421
FDx Advisors
Illinois
$1.26M +$149K +533 +15%
GT
422
Glenmede Trust
Pennsylvania
$1.25M +$39.6K +142 +4%
EB
423
Eastern Bank
Massachusetts
$1.24M
KAS
424
Kestra Advisory Services
Texas
$1.23M -$268K -962 -20%
SWM
425
Spire Wealth Management
Virginia
$1.23M -$102K -365 -8%

VEEV Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q2 2021, worth a combined $37.6B — up 20% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VEEV positions and 68 closed out — a net gain of 55 holders — while 315 added to existing stakes and 248 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $365M.

  • 822 institutional investors held Veeva Systems (VEEV) as of Q2 2021, up from 772 in Q1 2021.
  • Funds reported $37.6B of Veeva Systems stock for Q2 2021, up 20% quarter-over-quarter.
  • 123 funds opened new Veeva Systems positions in Q2 2021 and 68 closed out, a net change of +55 holders.
  • The largest Veeva Systems buyer in Q2 2021 was T. Rowe Price Associates, an estimated $274M added.
  • The largest Veeva Systems seller in Q2 2021 was Fidelity Investments, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2021.