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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
SP
601
Symmetry Partners
Connecticut
$284K
CCM
602
Conway Capital Management
California
$283K -$54.7K -300 -17%
EWM
603
Empirical Wealth Management
Washington
$283K +$547 +3 +0.2%
NFG
604
Nations Financial Group
Iowa
$281K -$3.65K -20 -1%
KPWS
605
Kestra Private Wealth Services
Texas
$281K +$1.28K +7 +0.5%
PAS
606
Professional Advisory Services
Florida
$277K
SOMRS
607
State of Michigan Retirement System
Michigan
$277K -$18.2K -100 -7%
LCM
608
Liberty Capital Management
Michigan
$273K +$252K +1,381 New
TPA
609
Trivium Point Advisory
Connecticut
$268K -$1.82K -10 -0.7%
MA
610
Mutual Advisors
Nebraska
$265K +$18.8K +103 +8%
IPW
611
Invictus Private Wealth
Colorado
$265K
LGG
612
Luts & Greenleigh Group
Maryland
$258K -$38.3K -210 -14%
BL
613
BFSG LLC
California
$255K
MIH
614
Meitav Investment House
Israel
$254K
MOS
615
MGO One Seven
Ohio
$252K -$11.3K -62 -5%
GC
616
Globeflex Capital
California
$251K -$54.7K -300 -19%
SXL
617
Summit X LLC
Missouri
$249K +$6.75K +37 +3%
RIA
618
Regal Investment Advisors
Michigan
$249K +$5.29K +29 +2%
HTHT
619
Hemenway Trust Hemenway Trust
New Hampshire
$248K +$12.8K +70 +6%
CIM
620
Chiron Investment Management
New York
$247K +$228K +1,248 New
SDWIA
621
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$246K +$227K +1,244 New
Fisher Asset Management
622
Fisher Asset Management
Washington
$244K +$225K +1,232 New
FA
623
FDx Advisors
Illinois
$238K +$220K +1,206 New
GVAG
624
Great Valley Advisor Group
Delaware
$238K +$219K +1,203 New
FFM
625
Forum Financial Management
Illinois
$237K

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.