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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
GWM
576
Geneos Wealth Management
Colorado
$20K
RFA
577
Reilly Financial Advisors
California
$20K +$588 +4 +3%
1832 Asset Management
578
1832 Asset Management
Ontario, Canada
$18K -$70.2M -477,473 -100%
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$18K
DI
580
Disciplined Investments
Oklahoma
$18K +$18.7K +127 New
TL
581
TrueWealth LLC
Georgia
$16K
TPCW
582
TD Private Client Wealth
New York
$15.5K +$16.2K +110 New
GRP
583
Global Retirement Partners
California
$15K
RIA
584
Realta Investment Advisors
Delaware
$15K
AWA
585
Arkadios Wealth Advisors
Georgia
$14.8K +$14.1K +96 New
CCM
586
Covington Capital Management
California
$14K
OIA
587
Optimum Investment Advisors
Illinois
$14K
EI
588
Ellevest Inc
New York
$14K +$14.4K +98 New
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$735 -5 -5%
BBA
590
Braun-Bostich & Associates
Pennsylvania
$12K +$12.3K +84 New
FFC
591
First Financial Corp
Indiana
$11K +$7.35K +50 +192%
HI
592
Hudock Inc
Pennsylvania
$10K
WAP
593
Wealthcare Advisory Partners
Pennsylvania
$10K
TWA
594
TCI Wealth Advisors
Arizona
$10K +$2.94K +20 +38%
EARNEST Partners
595
EARNEST Partners
Georgia
$9K
CA
596
CXI Advisors
Indiana
$9K +$9.11K +62 New
PB
597
Pinnacle Bancorp
Nebraska
$8K
PCA
598
Providence Capital Advisors
North Carolina
$8K
TIM
599
Tortoise Investment Management
New York
$8K
RIM
600
Ranger Investment Management
Texas
$8K +$294 +2 +4%

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.