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Veeva Systems

620 hedge funds and large institutions have $18.6B invested in Veeva Systems in 2019 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 205 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 48

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

53% more call options, than puts

Call options by funds: $250M | Put options by funds: $163M

27% more capital invested

Capital invested by funds: $14.7B → $18.6B (+$3.93B)

13% more funds holding

Funds holding: 547620 (+73)

6% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 218

4.18% less ownership

Funds ownership: 92.51%88.33% (-4.2%)

Holders
620
Holders Change
+73
Holders Change %
+13.35%
% of All Funds
13.47%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.37%
New
129
Increased
205
Reduced
218
Closed
48
Calls
$250M
Puts
$163M
Net Calls
+$86.8M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Carmignac Gestion
France
$140K +$126K +865 New
SBL
527
Sargent Bickham Lagudis
Colorado
$135K
CI
528
CX Institutional
Indiana
$119K +$78.3K +537 +269%
RCAG
529
Rehmann Capital Advisory Group
Michigan
$118K -$6.27K -43 -6%
HI
530
Human Investing
Oregon
$114K -$38.2K -262 -27%
PCP
531
Proficio Capital Partners
Massachusetts
$107K +$7.14K +49 +8%
BCI
532
Brinker Capital Investments
Pennsylvania
$100K +$26.5K +182 +42%
SFG
533
SevenBridge Financial Group
Pennsylvania
$97K +$25.5K +175 +41%
VFA
534
Valeo Financial Advisors
Indiana
$96K +$27.5K +189 +47%
ASN
535
Advisory Services Network
Georgia
$85K +$16.8K +115 +28%
CAW
536
Cornerstone Advisors (Washington)
Washington
$81K +$10.9K +75 +18%
CAL
537
Capital Analysts LLC
Pennsylvania
$81K +$72.9K +500 New
TF
538
Tompkins Financial
New York
$68K
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$67K
EWM
540
Executive Wealth Management
Michigan
$67K +$5.39K +37 +10%
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$66K -$4.37K -30 -7%
SPIA
542
Steward Partners Investment Advisory
New York
$58K +$52.5K +360 New
SIAS
543
Shine Investment Advisory Services
Colorado
$51K +$6.41K +44 +16%
CIA
544
CSat Investment Advisory
Michigan
$50K +$44.6K +306 New
BWP
545
Baldwin Wealth Partners
Massachusetts
$49K
AF
546
Allworth Financial
California
$48K +$10.2K +70 +31%
CBOA
547
Commonwealth Bank of Australia
Australia
$45K +$17.6K +121 +71%
MC
548
Machina Capital
France
$45K +$40.8K +280 New
FCA
549
FinTrust Capital Advisors
South Carolina
$43K -$1.75K -12 -4%
VEA
550
Virtus ETF Advisers
New York
$41K +$36.6K +251 New

VEEV Hedge Fund Activity: Q2 2019 in Review

620 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q2 2019, worth a combined $18.6B — up 27% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VEEV positions and 48 closed out — a net gain of 81 holders — while 205 added to existing stakes and 218 trimmed.

The largest buyer was BlackRock, adding an estimated $180M. The largest seller was Morgan Stanley, cutting an estimated $589M.

  • 620 institutional investors held Veeva Systems (VEEV) as of Q2 2019, up from 547 in Q1 2019.
  • Funds reported $18.6B of Veeva Systems stock for Q2 2019, up 27% quarter-over-quarter.
  • 129 funds opened new Veeva Systems positions in Q2 2019 and 48 closed out, a net change of +81 holders.
  • The largest Veeva Systems buyer in Q2 2019 was BlackRock, an estimated $180M added.
  • The largest Veeva Systems seller in Q2 2019 was Morgan Stanley, an estimated $589M sold.

Based on aggregated 13F filings for Q2 2019.