We are live on ! Find out more
VEEV icon

Veeva Systems

772 hedge funds and large institutions have $31.4B invested in Veeva Systems in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 316 increasing their positions, 252 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 252

0.34% more ownership

Funds ownership: 87.78%88.12% (+0.34%)

4% less capital invested

Capital invested by funds: $32.7B → $31.4B (-$1.36B)

3% less funds holding

Funds holding: 799772 (-27)

17% less call options, than puts

Call options by funds: $517M | Put options by funds: $624M

20% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 107

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
772
Holders Change
-27
Holders Change %
-3.38%
% of All Funds
13.56%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
86
Increased
316
Reduced
252
Closed
107
Calls
$517M
Puts
$624M
Net Calls
-$107M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
551
BFSG LLC
California
$357K
TFS
552
Thoroughbred Financial Services
Tennessee
$356K +$115K +414 +44%
IWM
553
IHT Wealth Management
Illinois
$353K +$376K +1,351 New
WAM
554
Wolverine Asset Management
Illinois
$352K +$230K +826 +158%
EI
555
Ethic Inc
New York
$347K +$44.6K +160 +14%
AA
556
ALPS Advisors
Colorado
$345K +$104K +372 +39%
JAFL
557
Jay A. Fishman Ltd
Michigan
$342K
WSTAM
558
Wilbanks Smith & Thomas Asset Management
Virginia
$340K -$76.1K -273 -17%
CM
559
Castleark Management
Illinois
$338K -$595K -2,135 -62%
PFPT
560
Pinnacle Financial Partners (Tennessee)
Tennessee
$336K +$66K +237 +23%
PWM
561
Perigon Wealth Management
California
$336K +$216K +775 +152%
SP
562
Symmetry Partners
Connecticut
$326K -$28.1K -101 -7%
MWNA
563
Marshall Wace North America
New York
$323K -$37.8M -135,796 -99%
RWM
564
RKL Wealth Management
Pennsylvania
$313K
ICP
565
Interchange Capital Partners
Pennsylvania
$312K +$83.6K +300 +34%
HB
566
Homrich & Berg
Georgia
$311K +$30.6K +110 +10%
EWM
567
Empirical Wealth Management
Washington
$307K +$3.62K +13 +1%
WG
568
Winton Group
United Kingdom
$303K +$323K +1,158 New
CANY
569
Caxton Associates (New York)
New York
$301K +$321K +1,153 New
MFW
570
Meristem Family Wealth
Minnesota
$300K
HBT
571
Hills Bank & Trust
Iowa
$293K
CMBA
572
C.M. Bidwell & Associates
Hawaii
$292K +$5.85K +21 +2%
IEFM
573
IQ EQ Fund Management
Ireland
$291K
FHC
574
First Horizon Corporation
Tennessee
$291K +$20.9K +75 +7%
PCP
575
Proficio Capital Partners
Massachusetts
$291K +$310K +1,114 New