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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
PCS
601
Personal CFO Solutions
New Jersey
$251K +$268K +961 New
ZB
602
Zions Bancorporation
Utah
$248K +$37.6K +135 +17%
JIP
603
Jaffetilchin Investment Partners
Florida
$245K -$16.7K -60 -6%
DL
604
DOHJ LLC
Washington
$243K
ATC
605
Argent Trust Co
Tennessee
$237K +$252K +904 New
GCP
606
GSA Capital Partners
United Kingdom
$237K +$252K +906 New
EWM
607
Endurance Wealth Management
Rhode Island
$233K +$187K +670 +303%
FIM
608
Freedom Investment Management
Connecticut
$232K +$247K +887 New
HH
609
Hilltop Holdings
Texas
$231K -$221K -792 -47%
SBL
610
Sargent Bickham Lagudis
Colorado
$230K -$5.57K -20 -2%
SFA
611
Sequoia Financial Advisors
Ohio
$229K -$19.5K -70 -7%
QP
612
Quilter Plc
United Kingdom
$229K +$11.1K +40 +5%
WDA
613
Wendell David Associates
New Hampshire
$227K -$279 -1 -0.1%
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$226K -$9.75K -35 -4%
SDWIA
615
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$226K +$14.8K +53 +7%
W
616
WealthStone
Ohio
$225K +$28.1K +101 +13%
UCFA
617
United Capital Financial Advisors
Texas
$224K +$557 +2 +0.2%
APA
618
American Portfolios Advisors
New York
$222K -$82.5K -296 -26%
HAG
619
HighPoint Advisor Group
Illinois
$219K -$21.7K -78 -9%
PA
620
PFG Advisors
Arizona
$219K +$11.4K +41 +5%
VNA
621
Valley National Advisers
Pennsylvania
$216K -$1.11K -4 -0.5%
STC
622
Sarah T. Connolly
$214K
ACM
623
Aljian Capital Management
Nevada
$210K
AWM
624
Apollon Wealth Management
South Carolina
$210K +$224K +804 New
BWP
625
Baldwin Wealth Partners
Massachusetts
$209K