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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
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$287K +1,572 +45%
BCM
427
Brookstone Capital Management
Illinois
$999K +$936K +5,133 New
BCV
428
Banque Cantonale Vaudoise
Switzerland
$995K +$51.6K +283 +6%
SS
429
Simplicity Solutions
Minnesota
$980K +$389K +2,132 +75%
BFG
430
Bleakley Financial Group
New Jersey
$980K +$393K +2,154 +77%
DADC
431
D.A. Davidson & Co
Montana
$971K +$54.9K +301 +7%
CIBC Asset Management
432
CIBC Asset Management
Ontario, Canada
$970K +$730 +4 +0.1%
CAPTRUST Financial Advisors
433
CAPTRUST Financial Advisors
North Carolina
$960K -$231K -1,267 -21%
CMI
434
Clare Market Investments
Texas
$960K -$180K -985 -17%
KAS
435
Kestra Advisory Services
Texas
$949K +$46.5K +255 +6%
WHP
436
Washington Harbour Partners
Virginia
$939K +$866K +4,750 New
Wolverine Trading
437
Wolverine Trading
Illinois
$916K -$336K -1,843 -28%
ATC
438
Argent Trust Co
Tennessee
$876K -$11.3K -62 -1%
BRWA
439
B. Riley Wealth Advisors
Florida
$862K +$101K +555 +15%
OAM
440
Ostrum Asset Management
France
$860K +$912 +5 +0.1%
CG
441
Cutler Group
California
$859K +$203K +1,113 +34%
VEA
442
Virtus ETF Advisers
New York
$835K +$770K +4,221 New
SW
443
SkyOak Wealth
Michigan
$806K -$60.4K -331 -8%
WS
444
Wedbush Securities
California
$800K -$91.6K -502 -11%
WSTAM
445
Wilbanks Smith & Thomas Asset Management
Virginia
$796K
DZ Bank
446
DZ Bank
Germany
$796K -$2.05M -11,217 -74%
MFAM
447
Motley Fool Asset Management
Virginia
$794K +$732K +4,014 New
BM
448
Brandywine Managers
Delaware
$775K
BMSSC
449
B. Metzler seel. Sohn & Co
Germany
$773K -$32.3K -177 -4%
ACS
450
Archford Capital Strategies
Illinois
$772K +$15.5K +85 +2%

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.