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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
AFA
551
Abacus FCF Advisors
Florida
$379K -$2.19K -12 -0.6%
AFC
552
AFT Forsyth & Company
Florida
$376K -$10.9K -60 -3%
CS
553
Comerica Securities
Michigan
$376K -$10.8K -59 -3%
FMAEN1
554
Fund Management at Engine No 1
California
$375K +$34.3K +188 +11%
O
555
Ossiam
France
$374K +$166K +911 +93%
NA
556
NewEdge Advisors
Louisiana
$372K -$154K -847 -31%
SFA
557
Sequoia Financial Advisors
Ohio
$371K -$25.4K -139 -7%
AWM
558
Avitas Wealth Management
California
$369K -$5.11K -28 -1%
PPC
559
Park Place Capital
Alabama
$359K -$8.75K -48 -3%
GIA
560
Gladstone Institutional Advisory
Florida
$359K -$54.5K -299 -14%
IAA
561
Independent Advisor Alliance
North Carolina
$359K +$8.39K +46 +3%
CT
562
Chicago Trust
Illinois
$356K +$1.82K +10 +0.6%
EAM
563
Erste Asset Management
Austria
$353K
EI
564
Ellevest Inc
New York
$348K +$28.3K +155 +10%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$344K -$1.64K -9 -0.5%
BFEC
566
Benjamin F. Edwards & Company
Missouri
$343K +$2.01K +11 +0.6%
RJT
567
Raymond James Trust
Florida
$341K -$4.38K -24 -1%
EF
568
Empowered Funds
Pennsylvania
$340K +$70.8K +388 +29%
EST
569
EA Series Trust
Pennsylvania
$340K +$313K +1,718 New
ALAM
570
Asahi Life Asset Management
Japan
$339K -$25.5K -140 -8%
KCM
571
KRS Capital Management
Michigan
$337K -$9.12K -50 -3%
FNBT
572
FineMark National Bank & Trust
Florida
$337K +$24.3K +133 +8%
HCA
573
Harbor Capital Advisors
Illinois
$334K
GWM
574
Geneos Wealth Management
Colorado
$331K +$1.94M +10,613 +712%
IIC
575
Integrated Investment Consultants
Michigan
$329K -$1.64K -9 -0.5%

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.