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Veeva Systems

622 hedge funds and large institutions have $16.4B invested in Veeva Systems in 2019 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 234 increasing their positions, 195 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 73

20% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 195

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

3% more funds holding

Funds holding: 601622 (+21)

0.26% less ownership

Funds ownership: 88.46%88.2% (-0.26%)

8% less capital invested

Capital invested by funds: $17.8B → $16.4B (-$1.36B)

21% less call options, than puts

Call options by funds: $184M | Put options by funds: $231M

Holders
622
Holders Change
+21
Holders Change %
+3.49%
% of All Funds
12.26%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
108
Increased
234
Reduced
195
Closed
73
Calls
$184M
Puts
$231M
Net Calls
-$47.5M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
551
Lighthouse Financial Advisors
Maryland
$34K +$35.6K +242 New
GEA
552
Glen Eagle Advisors
New Jersey
$33.8K +$32.3K +220 +1,100%
ACM
553
Allred Capital Management
Texas
$32.8K +$34.2K +233 New
BL
554
Balentine LLC
Georgia
$32K +$31.9K +217 +1,550%
OPS
555
Orion Portfolio Solutions
Nebraska
$32K +$33.1K +225 New
BG
556
Bollard Group
Massachusetts
$28K -$29.2K -199 -50%
RIA
557
RPG Investment Advisory
California
$28K -$14.7K -100 -33%
FCB
558
First Command Bank
Texas
$28K
FCFS
559
First Command Financial Services
Texas
$28K
RBC
560
Roble Belko & Company
Pennsylvania
$28K
VCM
561
Vigilant Capital Management
Maine
$28K +$29.4K +200 New
EWM
562
Endurance Wealth Management
Rhode Island
$25K
HCM
563
Highlander Capital Management
New Jersey
$25K
LWA
564
Lenox Wealth Advisors
New York
$25K +$25.7K +175 New
FANJ
565
Financial Architects (New Jersey)
New Jersey
$24K
Bessemer Group
566
Bessemer Group
New Jersey
$23K -$47.7M -324,403 -100%
VEA
567
Virtus ETF Advisers
New York
$23K -$12.8K -87 -35%
AAP
568
Arax Advisory Partners
Colorado
$23K +$24.1K +164 New
EP
569
Eudaimonia Partners
Tennessee
$22K +$23.4K +159 New
FHA
570
First Horizon Advisors
Tennessee
$21K -$13.5K -92 -37%
BAMG
571
Brand Asset Management Group
Missouri
$21K
RMC
572
Resources Management Corp
Connecticut
$21K
SIM
573
Sonora Investment Management
Arizona
$21K +$1.47K +10 +7%
BCA
574
Berman Capital Advisors
Georgia
$21K +$6.02K +41 +36%
WFMPM
575
Woodley Farra Manion Portfolio Management
Indiana
$21K +$22K +150 New

VEEV Hedge Fund Activity: Q4 2019 in Review

622 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2019, worth a combined $16.4B — down 7.7% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new VEEV positions and 73 closed out — a net gain of 35 holders — while 234 added to existing stakes and 195 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $410M. The largest seller was Fidelity Investments, cutting an estimated $368M.

  • 622 institutional investors held Veeva Systems (VEEV) as of Q4 2019, up from 601 in Q3 2019.
  • Funds reported $16.4B of Veeva Systems stock for Q4 2019, down 7.7% quarter-over-quarter.
  • 108 funds opened new Veeva Systems positions in Q4 2019 and 73 closed out, a net change of +35 holders.
  • The largest Veeva Systems buyer in Q4 2019 was T. Rowe Price Associates, an estimated $410M added.
  • The largest Veeva Systems seller in Q4 2019 was Fidelity Investments, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2019.