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Veeva Systems

822 hedge funds and large institutions have $35.1B invested in Veeva Systems in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 334 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 261

15% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 68

0.53% more ownership

Funds ownership: 87.46%87.99% (+0.53%)

0% more funds holding

Funds holding: 822822 (0)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

6% less capital invested

Capital invested by funds: $37.6B → $35.1B (-$2.42B)

16% less call options, than puts

Call options by funds: $565M | Put options by funds: $676M

Holders
822
Holders Change
Holders Change %
0%
% of All Funds
14.39%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
78
Increased
334
Reduced
261
Closed
68
Calls
$565M
Puts
$676M
Net Calls
-$111M
Net Calls Change
-$276M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
651
Southland Equity Partners
Missouri
$233K +$6.98K +22 +3%
SBIA
652
Sheaff Brock Investment Advisors
Indiana
$232K -$8.57K -27 -3%
BPWM
653
Badgley Phelps Wealth Managers
Washington
$232K +$255K +805 New
CCM
654
Canal Capital Management
Virginia
$231K
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$229K -$952 -3 -0.4%
CI
656
CX Institutional
Indiana
$224K
CAGAS
657
Capital Advisory Group Advisory Services
Minnesota
$222K -$10.8K -34 -4%
AFA
658
Arlington Financial Advisors
California
$222K
Pacer Advisors
659
Pacer Advisors
Pennsylvania
$220K +$242K +763 New
SWM
660
SeaCrest Wealth Management
New York
$217K +$25.4K +80 +12%
CIBC Private Wealth Group
661
CIBC Private Wealth Group
Georgia
$216K -$1.09M -3,426 -82%
PWLP
662
Prio Wealth Limited Partnership
Massachusetts
$216K
EN1L
663
Engine No 1 LLC
California
$216K +$238K +751 New
Wealthfront Advisers
664
Wealthfront Advisers
California
$215K -$436K -1,373 -65%
Voloridge Investment Management
665
Voloridge Investment Management
Florida
$214K -$4.86M -15,310 -95%
PCG
666
Private Capital Group
Connecticut
$214K +$1.59K +5 +0.7%
IAA
667
Independent Advisor Alliance
North Carolina
$214K +$6.66K +21 +3%
ZF
668
Zhang Financial
Michigan
$212K +$233K +735 New
CRWM
669
Castle Rock Wealth Management
California
$211K -$2.54K -8 -1%
CAN
670
Claraphi Advisory Network
United States
$210K -$551K -1,736 -70%
VWM
671
Vigilare Wealth Management
Arizona
$210K
MCM
672
MAI Capital Management
Ohio
$210K +$231K +729 New
BMCM
673
Burns Matteson Capital Management
New York
$209K +$6.98K +22 +3%
GWSG
674
GPS Wealth Strategies Group
Colorado
$208K
TFIPS
675
Towarzystwo Funduszy Inwestycyjnych PZU SA
$208K

VEEV Hedge Fund Activity: Q3 2021 in Review

822 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q3 2021, worth a combined $35.1B — down 6.5% from $37.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VEEV positions and 68 closed out — a net gain of 10 holders — while 334 added to existing stakes and 261 trimmed.

The largest buyer was UBS AM, adding an estimated $221M. The largest seller was Morgan Stanley, cutting an estimated $848M.

  • 822 institutional investors held Veeva Systems (VEEV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $35.1B of Veeva Systems stock for Q3 2021, down 6.5% quarter-over-quarter.
  • 78 funds opened new Veeva Systems positions in Q3 2021 and 68 closed out, a net change of +10 holders.
  • The largest Veeva Systems buyer in Q3 2021 was UBS AM, an estimated $221M added.
  • The largest Veeva Systems seller in Q3 2021 was Morgan Stanley, an estimated $848M sold.

Based on aggregated 13F filings for Q3 2021.