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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
CFA
551
Carroll Financial Associates
North Carolina
$40K -$7.43K -51 -17%
FHA
552
First Horizon Advisors
Tennessee
$40K
AP
553
Advisors Preferred
Maryland
$38K -$100K -688 -75%
RBC
554
Roble Belko & Company
Pennsylvania
$33K
FCB
555
First Command Bank
Texas
$32K +$29.1K +200 New
FCFS
556
First Command Financial Services
Texas
$32K +$29.1K +200 New
LWM
557
Lenox Wealth Management
Ohio
$30K -$6.27K -43 -19%
AS
558
Altshuler Shaham
Israel
$29K +$1.75K +12 +7%
FANJ
559
Financial Architects (New Jersey)
New Jersey
$28K -$172K -1,178 -87%
HCM
560
Highlander Capital Management
New Jersey
$28K -$10.9K -75 -30%
QCG
561
Quadrant Capital Group
Ohio
$27K
FPFS
562
First Personal Financial Services
North Carolina
$26K -$6.41K -44 -21%
BAMG
563
Brand Asset Management Group
Missouri
$24K
KCPG
564
Kavar Capital Partners Group
Kansas
$24K +$21.9K +150 New
GWM
565
Geneos Wealth Management
Colorado
$23K
RFA
566
Reilly Financial Advisors
California
$23K
SIM
567
Sonora Investment Management
Arizona
$23K
PGAM
568
Princeton Global Asset Management
New Jersey
$23K +$20.8K +143 New
AC
569
Avestar Capital
New York
$20K
EWM
570
Elmwood Wealth Management
California
$20K
TL
571
TrueWealth LLC
Georgia
$19K
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$18K
NC
573
NewSquare Capital
Pennsylvania
$18K
BCA
574
Berman Capital Advisors
Georgia
$18K +$1.6K +11 +11%
EFSCE
575
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$3.21K +22 +24%

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.