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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
FWM
651
FFT Wealth Management
Pennsylvania
$205K +$189K +1,035 New
PCS
652
Personal CFO Solutions
New Jersey
$204K +$188K +1,030 New
CA
653
Continuum Advisory
Idaho
$203K +$187K +1,025 New
NB
654
Nicolet Bankshares
Wisconsin
$202K +$186K +1,022 New
AAS
655
Avantax Advisory Services
Texas
$201K +$186K +1,019 New
UM
656
UniSuper Management
Australia
$198K +$182K +1,000 New
VNA
657
Valley National Advisers
Pennsylvania
$197K
PA
658
Parallel Advisors
California
$195K -$5.65K -31 -3%
T
659
TOBAM
France
$192K
BEI
660
Benjamin Edwards Inc
Missouri
$180K -$14K -77 -8%
SG Americas Securities
661
SG Americas Securities
New York
$179K +$26.1K +143 +19%
IRAG
662
Investment Research & Advisory Group
Georgia
$179K +$83.9K +460 +104%
EWM
663
Endurance Wealth Management
Rhode Island
$176K
SOW
664
State of Wyoming
Wyoming
$174K +$24.3K +133 +18%
HFM
665
Harvest Fund Management
China
$173K +$159K +873 New
CTC
666
Central Trust Company
Missouri
$169K +$42.7K +234 +38%
FDCDDQ
667
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K +$97.9K +537 +179%
APW
668
Acima Private Wealth
Virginia
$157K -$4.74K -26 -3%
C
669
Covestor
United Kingdom
$156K +$12K +66 +9%
CSPIA
670
Cary Street Partners Investment Advisory
Virginia
$143K +$107K +587 +438%
PCM
671
Penserra Capital Management
California
$142K -$912 -5 -0.7%
GTAM
672
Global Trust Asset Management
Florida
$135K -$6.75K -37 -5%
AF
673
Advisornet Financial
Minnesota
$131K -$3.28K -18 -3%
PAI
674
Pittenger & Anderson Inc
Nebraska
$123K -$98.5K -540 -46%
SPIA
675
Steward Partners Investment Advisory
New York
$123K +$22.8K +125 +25%

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.