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Veeva Systems

748 hedge funds and large institutions have $26.3B invested in Veeva Systems in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 288 increasing their positions, 277 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $253M | Put options by funds: $226M

1.81% more ownership

Funds ownership: 88.09%89.91% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 277

11% less funds holding

Funds holding: 838748 (-90)

16% less capital invested

Capital invested by funds: $31.3B → $26.3B (-$4.95B)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

52% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 160

Holders
748
Holders Change
-90
Holders Change %
-10.74%
% of All Funds
11.8%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
77
Increased
288
Reduced
277
Closed
160
Calls
$253M
Puts
$226M
Net Calls
+$26.1M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Endurance Wealth Management
Rhode Island
$189K
SBL
602
Sargent Bickham Lagudis
Colorado
$189K
APA
603
American Portfolios Advisors
New York
$185K -$15.2K -70 -7%
AAP
604
Arax Advisory Partners
Colorado
$177K +$90.5K +417 +100%
AA
605
Ancora Advisors
Ohio
$173K
MIFH
606
Migdal Insurance & Financial Holdings
Israel
$173K +$39.7K +183 +29%
CAGAS
607
Capital Advisory Group Advisory Services
Minnesota
$160K +$163K +753 New
SFO
608
Standard Family Office
South Dakota
$158K +$161K +742 New
SCA
609
Sandy Cove Advisors
Massachusetts
$155K
AWA
610
Aaron Wealth Advisors
Illinois
$153K +$7.05M +32,506 New
CTC
611
Central Trust Company
Missouri
$151K -$485K -2,236 -76%
KFP
612
KB Financial Partners
New Jersey
$148K +$23.4K +108 +18%
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$145K -$107K -494 -42%
PCM
614
Penserra Capital Management
California
$139K +$8.89K +41 +7%
C
615
Covestor
United Kingdom
$133K +$81.3K +375 +151%
PCG
616
Private Capital Group
Connecticut
$132K -$24.9K -115 -16%
AF
617
Allworth Financial
California
$132K -$1.74K -8 -1%
NR
618
Newfound Research
Massachusetts
$130K +$24.1K +111 +22%
GWSG
619
GPS Wealth Strategies Group
Colorado
$117K -$36.7K -169 -23%
KFI
620
Key Financial Inc
Pennsylvania
$115K
LAS
621
Lloyd Advisory Services
Georgia
$113K +$16.1K +74 +16%
BWP
622
Baldwin Wealth Partners
Massachusetts
$112K +$5.42K +25 +5%
FHA
623
First Horizon Advisors
Tennessee
$108K -$183K -842 -62%
NICM
624
Neo Ivy Capital Management
New York
$108K -$651 -3 -0.6%
EI
625
Ellevest Inc
New York
$101K +$40.6K +187 +65%

VEEV Hedge Fund Activity: Q1 2022 in Review

748 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q1 2022, worth a combined $26.3B — down 16% from $31.3B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of VEEV and 77 opened new positions — a net loss of 83 holders — while 277 trimmed existing stakes and 288 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $436M. The largest seller was Morgan Stanley, cutting an estimated $322M.

  • 748 institutional investors held Veeva Systems (VEEV) as of Q1 2022, down from 838 in Q4 2021.
  • Funds reported $26.3B of Veeva Systems stock for Q1 2022, down 16% quarter-over-quarter.
  • 77 funds opened new Veeva Systems positions in Q1 2022 and 160 closed out, a net change of -83 holders.
  • The largest Veeva Systems buyer in Q1 2022 was T. Rowe Price Associates, an estimated $436M added.
  • The largest Veeva Systems seller in Q1 2022 was Morgan Stanley, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2022.