We are live on ! Find out more
VEEV icon

Veeva Systems

822 hedge funds and large institutions have $37.6B invested in Veeva Systems in 2021 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 315 increasing their positions, 248 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

28% more call options, than puts

Call options by funds: $756M | Put options by funds: $591M

27% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 248

20% more capital invested

Capital invested by funds: $31.4B → $37.6B (+$6.2B)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

6% more funds holding

Funds holding: 772822 (+50)

0.66% less ownership

Funds ownership: 88.12%87.46% (-0.66%)

Holders
822
Holders Change
+50
Holders Change %
+6.48%
% of All Funds
14.31%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.33%
New
123
Increased
315
Reduced
248
Closed
68
Calls
$756M
Puts
$591M
Net Calls
+$165M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
601
Foundations Investment Advisors
Arizona
$321K +$278K +999 New
SFP
602
Sandbox Financial Partners
Maryland
$320K +$3.35K +12 +1%
BPA
603
Beacon Pointe Advisors
California
$320K +$287K +1,029 New
ARG
604
Advisory Resource Group
Oklahoma
$315K +$282K +1,013 New
GGS
605
Galvin Gaustad & Stein
Arizona
$311K
SOMRS
606
State of Michigan Retirement System
Michigan
$311K +$55.8K +200 +25%
MSAM
607
Moloney Securities Asset Management
Missouri
$310K
S
608
SignatureFD
Georgia
$308K +$53.5K +192 +24%
SFA
609
Sequoia Financial Advisors
Ohio
$302K +$26.8K +96 +11%
ICP
610
Interchange Capital Partners
Pennsylvania
$301K -$62.7K -225 -19%
WP
611
WMS Partners
Maryland
$301K +$279 +1 +0.1%
SCM
612
SevenOneSeven Capital Management
Pennsylvania
$301K +$47.4K +170 +21%
ZB
613
Zions Bancorporation
Utah
$290K -$3.9K -14 -1%
CGH
614
Crossmark Global Holdings
Texas
$289K -$44.6K -160 -15%
DL
615
DOHJ LLC
Washington
$289K
RCM
616
RB Capital Management
Nevada
$288K +$41.8K +150 +19%
MOS
617
MGO One Seven
Ohio
$286K -$50.7K -182 -17%
MAFM
618
Mid Atlantic Financial Management
Pennsylvania
$285K -$27.9K -100 -10%
ATC
619
Argent Trust Co
Tennessee
$285K +$3.9K +14 +2%
FWCM
620
Ferguson Wellman Capital Management
Oregon
$285K +$255K +916 New
CLOS
621
Compagnie Lombard Odier SCmA
Switzerland
$280K -$379K -1,358 -60%
CMBA
622
C.M. Bidwell & Associates
Hawaii
$280K -$60.8K -218 -19%
AGA
623
Accuvest Global Advisors
Utah
$280K -$43.8K -157 -15%
EWM
624
Endurance Wealth Management
Rhode Island
$277K
WDA
625
Wendell David Associates
New Hampshire
$276K +$5.58K +20 +2%

VEEV Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q2 2021, worth a combined $37.6B — up 20% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VEEV positions and 68 closed out — a net gain of 55 holders — while 315 added to existing stakes and 248 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $365M.

  • 822 institutional investors held Veeva Systems (VEEV) as of Q2 2021, up from 772 in Q1 2021.
  • Funds reported $37.6B of Veeva Systems stock for Q2 2021, up 20% quarter-over-quarter.
  • 123 funds opened new Veeva Systems positions in Q2 2021 and 68 closed out, a net change of +55 holders.
  • The largest Veeva Systems buyer in Q2 2021 was T. Rowe Price Associates, an estimated $274M added.
  • The largest Veeva Systems seller in Q2 2021 was Fidelity Investments, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2021.