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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
CGH
626
Crossmark Global Holdings
Texas
$237K -$6.2K -34 -3%
AAP
627
Arax Advisory Partners
Colorado
$236K +$4.2K +23 +2%
FTDI
628
First Trust Direct Indexing
Massachusetts
$235K +$2.55K +14 +1%
UCB
629
United Community Bank
South Carolina
$235K +$217K +1,190 New
DILIC
630
Dai-ichi Life Insurance Company
Japan
$235K
PWM
631
Prosperity Wealth Management
California
$232K +$214K +1,175 New
MSAM
632
Moloney Securities Asset Management
Missouri
$232K +$214K +1,174 New
I
633
InceptionR
California
$229K +$212K +1,160 New
IAIM
634
International Assets Investment Management
Florida
$229K -$8.21K -45 -4%
API
635
Advisor Partners II
California
$229K +$211K +1,156 New
RWP
636
Revolve Wealth Partners
New Jersey
$226K -$1.09K -6 -0.5%
HWM
637
HB Wealth Management
Georgia
$223K -$3.83K -21 -2%
JCM
638
Jag Capital Management
Missouri
$222K
OIA
639
OneDigital Investment Advisors
Kansas
$220K -$125K -683 -38%
S
640
SignatureFD
Georgia
$218K -$15.5K -85 -7%
CGA
641
Crescent Grove Advisors
Illinois
$218K
SGA
642
Sustainable Growth Advisers
Connecticut
$216K
KeyBank National Association
643
KeyBank National Association
Ohio
$215K +$199K +1,089 New
LNWWM
644
Laird Norton Wetherby Wealth Management
California
$214K -$11.1K -61 -5%
9WM
645
9258 Wealth Management
Ohio
$210K +$194K +1,064 New
RWM
646
RKL Wealth Management
Pennsylvania
$210K +$194K +1,063 New
HAIM
647
Hunter Associates Investment Management
Pennsylvania
$210K -$94.8K -520 -33%
UF
648
Univest Financial
Pennsylvania
$209K -$6.57K -36 -3%
SIC
649
SJS Investment Consulting
Ohio
$208K +$7.29K +40 +4%
AFA
650
Arlington Financial Advisors
California
$205K +$189K +1,037 New

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.