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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
HAG
626
HighPoint Advisor Group
Illinois
$276K +$15.9K +57 +7%
EWA
627
EP Wealth Advisors
California
$276K +$248K +889 New
SBL
628
Sargent Bickham Lagudis
Colorado
$274K
PA
629
PFG Advisors
Arizona
$274K +$11.7K +42 +5%
PFPT
630
Pinnacle Financial Partners (Tennessee)
Tennessee
$273K -$113K -406 -32%
FIM
631
Freedom Investment Management
Connecticut
$273K -$2.51K -9 -1%
PWA
632
Pinnacle Wealth Advisors
Tennessee
$273K +$244K +876 New
SDWIA
633
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$271K +$2.23K +8 +0.9%
AG
634
AIA Group
Hong Kong
$271K +$238K +854 New
AAS
635
Avantax Advisory Services
Texas
$270K +$27.9K +100 +13%
CW
636
CreativeOne Wealth
Kansas
$270K +$242K +868 New
XS
637
XR Securities
Illinois
$268K +$240K +862 New
FRM
638
Fox Run Management
Connecticut
$268K +$241K +863 New
SS
639
Simplicity Solutions
Minnesota
$268K +$241K +863 New
FTDI
640
First Trust Direct Indexing
Massachusetts
$258K +$232K +831 New
SBIA
641
Sheaff Brock Investment Advisors
Indiana
$258K +$232K +832 New
VNA
642
Valley National Advisers
Pennsylvania
$257K
STC
643
Sarah T. Connolly
$255K
GLA
644
Great Lakes Advisors
Illinois
$254K -$47.9K -172 -17%
AA
645
Ancora Advisors
Ohio
$254K +$27.9K +100 +14%
QP
646
Quilter Plc
United Kingdom
$252K -$18.1K -65 -7%
MC
647
Moors & Cabot
Massachusetts
$251K -$54.4K -195 -19%
UCFA
648
United Capital Financial Advisors
Texas
$251K -$13.9K -50 -6%
CAGAS
649
Capital Advisory Group Advisory Services
Minnesota
$250K +$10.6K +38 +5%
BWP
650
Baldwin Wealth Partners
Massachusetts
$249K

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.