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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
FCA
401
Fortis Capital Advisors
Kansas
$1.22M +$425K +2,333 +61%
SS
402
Sunbelt Securities
Texas
$1.21M +$69.5K +381 +7%
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$1.19M +$20.1K +110 +2%
CRC
404
Curi RMB Capital
Illinois
$1.19M -$30.5K -167 -3%
AT
405
American Trust
Kentucky
$1.16M +$852K +4,674 +392%
SL
406
Stevard LLC
Illinois
$1.16M
MWA
407
MFA Wealth Advisors
Pennsylvania
$1.15M +$1.82K +10 +0.2%
CCIA
408
Campbell & Co Investment Adviser
Maryland
$1.14M +$485K +2,657 +85%
LS
409
Leelyn Smith
Illinois
$1.13M +$152K +831 +17%
CA
410
Cetera Advisors
Colorado
$1.13M +$37.6K +206 +4%
DCM
411
Decatur Capital Management
Georgia
$1.1M -$15.3K -84 -1%
AF
412
Allworth Financial
California
$1.1M +$890K +4,882 +734%
TSWM
413
Triangle Securities Wealth Management
North Carolina
$1.09M -$23.9K -131 -2%
SCA
414
Snowden Capital Advisors
New York
$1.09M -$2.33M -12,795 -70%
FBT
415
First Bank & Trust
South Dakota
$1.08M -$254K -1,392 -20%
LSA
416
Lion Street Advisors
Texas
$1.07M +$26.8K +147 +5%
EB
417
Eastern Bank
Massachusetts
$1.05M
BCI
418
Brinker Capital Investments
Pennsylvania
$1.05M +$496K +2,717 +105%
OPS
419
Orion Portfolio Solutions
Nebraska
$1.05M +$496K +2,717 +105%
GRP
420
Global Retirement Partners
California
$1.03M +$22.8K +125 +2%
DIA
421
Dana Investment Advisors
Wisconsin
$1.02M -$38.5K -211 -4%
LSA
422
Leonteq Securities AG
Switzerland
$1.02M +$11.3K +62 +1%
MGIM
423
M&G Investment Management
United Kingdom
$1.01M -$29.9K -164 -3%
HFS
424
Hantz Financial Services
Michigan
$1.01M +$368K +2,017 +65%
GCM
425
Graham Capital Management
Connecticut
$1.01M +$932K +5,108 New

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.