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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
CT
526
Columbia Trust
Oregon
$447K -$12.6K -69 -3%
CP
527
Cumberland Partners
Ontario, Canada
$445K +$410K +2,250 New
EW
528
Evoke Wealth
California
$444K
BST
529
Bath Savings Trust
Maine
$444K +$3.65K +20 +0.9%
IA
530
IFP Advisors
Florida
$439K +$38.5K +211 +10%
HIM
531
Hillsdale Investment Management
Ontario, Canada
$439K
TCM
532
Teza Capital Management
Illinois
$432K +$399K +2,186 New
TSS
533
Two Sigma Securities
New York
$430K +$181K +991 +84%
IWC
534
Integrated Wealth Concepts
Massachusetts
$427K -$32.8K -180 -8%
MAS
535
Meeder Advisory Services
Ohio
$425K +$29K +159 +8%
CWM
536
Connecticut Wealth Management
Connecticut
$419K +$16.8K +92 +5%
CIA
537
Cape Investment Advisory
Georgia
$418K +$8.94K +49 +2%
PC
538
Pier Capital
Connecticut
$413K +$381K +2,091 New
UB
539
UMB Bank
Missouri
$406K -$182 -1 -0%
OTL
540
Oak Thistle LLC
New York
$399K -$112K -614 -23%
PWM
541
Perigon Wealth Management
California
$395K +$91K +499 +33%
HP
542
Hikari Power
Japan
$395K
BPA
543
Beacon Pointe Advisors
California
$395K +$5.84K +32 +2%
HAG
544
HF Advisory Group
Maryland
$393K +$363K +1,990 New
HT
545
Headlands Technologies
Illinois
$390K +$223K +1,221 +162%
SOS
546
Silver Oak Securities
Tennessee
$388K +$113K +620 +46%
CC
547
Centiva Capital
New York
$386K -$372K -2,040 -51%
MSFS
548
Main Street Financial Solutions
Pennsylvania
$386K -$18.8K -103 -5%
AA
549
ALPS Advisors
Colorado
$382K +$3.65K +20 +1%
HCM
550
Hengehold Capital Management
Ohio
$380K -$912 -5 -0.3%

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.