We are live on ! Find out more
VEEV icon

Veeva Systems

838 hedge funds and large institutions have $31.3B invested in Veeva Systems in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 303 increasing their positions, 287 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 104

2% more funds holding

Funds holding: 822838 (+16)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 287

0.1% more ownership

Funds ownership: 87.99%88.09% (+0.1%)

2% less call options, than puts

Call options by funds: $466M | Put options by funds: $476M

11% less capital invested

Capital invested by funds: $35.1B → $31.3B (-$3.89B)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
838
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
12.9%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
136
Increased
303
Reduced
287
Closed
104
Calls
$466M
Puts
$476M
Net Calls
-$10.3M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$228K +$28.2K +97 +12%
SBL
652
Sargent Bickham Lagudis
Colorado
$227K
WDA
653
Wendell David Associates
New Hampshire
$227K
STC
654
Sarah T. Connolly
$227K +$20.4K +70 +9%
S
655
SignatureFD
Georgia
$226K -$48.8K -168 -16%
MC
656
Manteio Capital
New Jersey
$225K +$256K +882 New
SEP
657
Southland Equity Partners
Missouri
$225K +$21.2K +73 +9%
SDWIA
658
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K
CMBA
659
C.M. Bidwell & Associates
Hawaii
$220K -$4.65K -16 -2%
PI
660
Pachira Investments
California
$220K +$1.16K +4 +0.5%
Carson Wealth (CWM LLC)
661
Carson Wealth (CWM LLC)
Nebraska
$220K +$250K +860 New
PA
662
Parallel Advisors
California
$219K -$204K -701 -45%
IAA
663
Independent Advisor Alliance
North Carolina
$217K +$31.4K +108 +15%
UCFA
664
United Capital Financial Advisors
Texas
$213K -$6.98K -24 -3%
CWA
665
Clarity Wealth Advisors
California
$212K -$4.36K -15 -2%
SFP
666
Sandbox Financial Partners
Maryland
$211K -$21.8K -75 -8%
FIM
667
Freedom Investment Management
Connecticut
$211K -$12.8K -44 -5%
AA
668
Ancora Advisors
Ohio
$208K
TCM
669
Teza Capital Management
Illinois
$208K +$237K +816 New
BPWM
670
Badgley Phelps Wealth Managers
Washington
$206K
MIS
671
Morningstar Investment Services
Illinois
$206K +$234K +806 New
GGS
672
Galvin Gaustad & Stein
Arizona
$204K -$58.1K -200 -20%
GLA
673
Great Lakes Advisors
Illinois
$204K -$24.7K -85 -10%
CCM
674
Canal Capital Management
Virginia
$204K
JCM
675
J2 Capital Management
Michigan
$204K +$232K +797 New

VEEV Hedge Fund Activity: Q4 2021 in Review

838 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2021, worth a combined $31.3B — down 11% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new VEEV positions and 104 closed out — a net gain of 32 holders — while 303 added to existing stakes and 287 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $227M. The largest seller was Wells Fargo, cutting an estimated $225M.

  • 838 institutional investors held Veeva Systems (VEEV) as of Q4 2021, up from 822 in Q3 2021.
  • Funds reported $31.3B of Veeva Systems stock for Q4 2021, down 11% quarter-over-quarter.
  • 136 funds opened new Veeva Systems positions in Q4 2021 and 104 closed out, a net change of +32 holders.
  • The largest Veeva Systems buyer in Q4 2021 was AllianceBernstein, an estimated $227M added.
  • The largest Veeva Systems seller in Q4 2021 was Wells Fargo, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2021.