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Veeva Systems

838 hedge funds and large institutions have $31.3B invested in Veeva Systems in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 303 increasing their positions, 287 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 104

2% more funds holding

Funds holding: 822838 (+16)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 287

0.1% more ownership

Funds ownership: 87.99%88.09% (+0.1%)

2% less call options, than puts

Call options by funds: $466M | Put options by funds: $476M

11% less capital invested

Capital invested by funds: $35.1B → $31.3B (-$3.89B)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
838
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
12.9%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
136
Increased
303
Reduced
287
Closed
104
Calls
$466M
Puts
$476M
Net Calls
-$10.3M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$828K +$20.6K +71 +2%
DF
452
Donoghue Forlines
Massachusetts
$827K -$66.6K -229 -7%
IA
453
IAM Advisory
Pennsylvania
$827K +$11.3K +39 +1%
CT
454
Chicago Trust
Illinois
$808K -$291K -1,000 -24%
FHA
455
Flagship Harbor Advisors
Massachusetts
$803K +$149K +513 +19%
VI
456
Vestcor Inc
New Brunswick, Canada
$789K -$141K -485 -14%
NFG
457
Next Financial Group
Texas
$778K +$108K +372 +14%
LGF
458
LGT Group Foundation
Liechtenstein
$776K +$884K +3,041 New
EWA
459
Exencial Wealth Advisors
Oklahoma
$769K +$50.6K +174 +6%
SWM
460
Spire Wealth Management
Virginia
$767K -$36K -124 -4%
LSA
461
Lion Street Advisors
Texas
$764K +$4.07K +14 +0.5%
CTC
462
Central Trust Company
Missouri
$754K -$25.6K -88 -3%
DGAM
463
Desjardins Global Asset Management
Quebec, Canada
$751K +$854K +2,938 New
FAB
464
First American Bank
Illinois
$750K
First Manhattan
465
First Manhattan
New York
$747K
TPA
466
Trivium Point Advisory
Connecticut
$737K +$19.8K +68 +2%
BBA
467
Baader Bank Aktiengesellschaft
Germany
$728K +$829K +2,850 New
SEC
468
Seven Eight Capital
New York
$719K +$818K +2,814 New
CFA
469
Compass Financial Advisors
Indiana
$716K +$815K +2,802 New
CCA
470
Conestoga Capital Advisors
Pennsylvania
$712K +$14.5K +50 +2%
WKWM
471
Walter & Keenan Wealth Management
Indiana
$701K
AIM
472
Aigen Investment Management
New York
$691K +$775K +2,665 New
SBH
473
Segall Bryant & Hamill
Illinois
$688K +$58.1K +200 +8%
OTL
474
Oak Thistle LLC
New York
$679K +$773K +2,658 New
BCA
475
Bray Capital Advisors
Florida
$678K +$172K +590 +29%

VEEV Hedge Fund Activity: Q4 2021 in Review

838 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2021, worth a combined $31.3B — down 11% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new VEEV positions and 104 closed out — a net gain of 32 holders — while 303 added to existing stakes and 287 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $227M. The largest seller was Wells Fargo, cutting an estimated $225M.

  • 838 institutional investors held Veeva Systems (VEEV) as of Q4 2021, up from 822 in Q3 2021.
  • Funds reported $31.3B of Veeva Systems stock for Q4 2021, down 11% quarter-over-quarter.
  • 136 funds opened new Veeva Systems positions in Q4 2021 and 104 closed out, a net change of +32 holders.
  • The largest Veeva Systems buyer in Q4 2021 was AllianceBernstein, an estimated $227M added.
  • The largest Veeva Systems seller in Q4 2021 was Wells Fargo, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2021.