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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
PCP
426
Proficio Capital Partners
Massachusetts
$24K +$1K +11 +4%
HCM
427
Highlander Capital Management
New Jersey
$22K
FHA
428
First Horizon Advisors
Tennessee
$21K -$16.8K -184 -42%
CI
429
CX Institutional
Indiana
$18K
RBC
430
Roble Belko & Company
Pennsylvania
$18K
LWM
431
Lenox Wealth Management
Ohio
$18K +$34.2K +374 New
RE
432
RBC Europe
United Kingdom
$17.9K
VEA
433
Virtus ETF Advisers
New York
$17K +$17.1K +187 New
CFGS
434
Concourse Financial Group Securities
Alabama
$16K -$2.28K -25 -12%
MIM
435
MetLife Investment Management
New Jersey
$14.8K +$91 +1 +0.6%
CBOA
436
Commonwealth Bank of Australia
Australia
$14K +$6.39K +70 +70%
APA
437
American Portfolios Advisors
New York
$13.4K +$13.7K +150 New
RFA
438
Reilly Financial Advisors
California
$13K
AF
439
Allworth Financial
California
$12K
GWM
440
Geneos Wealth Management
Colorado
$12K +$12.9K +141 New
AC
441
Avestar Capital
New York
$11K -$7.13K -78 -37%
EWM
442
Elmwood Wealth Management
California
$11K
NC
443
NewSquare Capital
Pennsylvania
$10K
TL
444
TrueWealth LLC
Georgia
$10K
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.56K +28 +33%
MOS
446
MGO One Seven
Ohio
$10K +$10.3K +113 New
BFC
447
Bedel Financial Consulting
Indiana
$9K
CCM
448
Covington Capital Management
California
$9K
IF
449
Ironwood Financial
Arizona
$9K
OIA
450
Optimum Investment Advisors
Illinois
$9K

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.