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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
CCA
476
Conestoga Capital Advisors
Pennsylvania
$840K +$97.6K +350 +15%
Cerity Partners
477
Cerity Partners
New York
$835K +$25.6K +92 +4%
TPA
478
Trivium Point Advisory
Connecticut
$830K +$319K +1,143 +75%
FHA
479
Flagship Harbor Advisors
Massachusetts
$818K -$26.8K -96 -4%
VPIM
480
Vanguard Personalized Indexing Management
California
$818K +$448K +1,606 +157%
ET
481
Equitable Trust
Tennessee
$814K -$54.9K -197 -7%
AAM
482
Ardevora Asset Management
United Kingdom
$808K -$44.9M -161,200 -98%
HI
483
Harbour Investments
Wisconsin
$803K -$1.67K -6 -0.2%
AFC
484
AFT Forsyth & Company
Florida
$802K +$55.8K +200 +8%
BAM
485
Belpointe Asset Management
Nevada
$792K +$57.4K +206 +9%
HSA
486
HBK Sorce Advisory
Pennsylvania
$777K +$149K +536 +27%
CAN
487
Claraphi Advisory Network
United States
$767K -$525K -1,882 -43%
XT
488
XTX Topco
Cayman Islands
$766K +$687K +2,463 New
FWM
489
Frontier Wealth Management
Missouri
$762K +$180K +646 +36%
DC
490
Davenport & Co
Virginia
$751K +$673K +2,415 New
CIAS
491
Capital Investment Advisory Services
North Carolina
$737K -$13.9K -50 -2%
GA
492
Greytown Advisors
Florida
$734K +$3.9K +14 +0.6%
FHB
493
First Hawaiian Bank
Hawaii
$733K -$421K -1,512 -39%
BFS
494
Bard Financial Services
Connecticut
$723K
LWAC
495
Laurel Wealth Advisors (California)
California
$723K
BST
496
Bath Savings Trust
Maine
$715K -$5.58K -20 -0.9%
GCP
497
GSA Capital Partners
United Kingdom
$713K +$387K +1,387 +153%
RIL
498
Rothschild Investment LLC
Illinois
$708K -$18.1K -65 -3%
TSS
499
Two Sigma Securities
New York
$706K +$633K +2,271 New
IA
500
IFP Advisors
Florida
$686K +$61.9K +222 +11%

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.