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Veeva Systems

772 hedge funds and large institutions have $31.4B invested in Veeva Systems in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 316 increasing their positions, 252 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 252

0.34% more ownership

Funds ownership: 87.78%88.12% (+0.34%)

4% less capital invested

Capital invested by funds: $32.7B → $31.4B (-$1.36B)

3% less funds holding

Funds holding: 799772 (-27)

17% less call options, than puts

Call options by funds: $517M | Put options by funds: $624M

20% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 107

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
772
Holders Change
-27
Holders Change %
-3.38%
% of All Funds
13.56%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
86
Increased
316
Reduced
252
Closed
107
Calls
$517M
Puts
$624M
Net Calls
-$107M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
676
First Command Bank
Texas
$52K
FCFS
677
First Command Financial Services
Texas
$52K
CWC
678
Carolinas Wealth Consulting
North Carolina
$50K +$9.47K +34 +22%
NR
679
Newfound Research
Massachusetts
$48K +$51.3K +184 New
LWA
680
Lenox Wealth Advisors
New York
$46K
FF
681
FourThought Financial
Florida
$45K
HNB
682
Huntington National Bank
Ohio
$39K -$140K -504 -77%
JCM
683
Jacobi Capital Management
Pennsylvania
$39K
RMC
684
Resources Management Corp
Connecticut
$39K
LAS
685
Lloyd Advisory Services
Georgia
$39K +$36.2K +130 +650%
BAMG
686
Brand Asset Management Group
Missouri
$38K
PB
687
Pinnacle Bancorp
Nebraska
$37K +$24.5K +88 +160%
AWA
688
Arkadios Wealth Advisors
Georgia
$36K +$5.29K +19 +16%
JGIA
689
Jackson Grant Investment Advisers
Connecticut
$34K
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$2.79K +10 +8%
SFSIG
691
San Francisco Sentry Investment Group
California
$33K
TWM
692
Tradition Wealth Management
Minnesota
$32K
RWB
693
RMR Wealth Builders
New Jersey
$31K
DI
694
Disciplined Investments
Oklahoma
$31K +$2.51K +9 +8%
TWA
695
TCI Wealth Advisors
Arizona
$31K +$11.4K +41 +54%
NL
696
NVWM LLC
Pennsylvania
$30K -$1.41M -5,068 -98%
LC
697
Lindbrook Capital
California
$30K +$7.8K +28 +33%
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$30K +$32.3K +116 New
SOW
699
State of Wyoming
Wyoming
$29K +$31.2K +112 New
CA
700
Clearstead Advisors
Ohio
$28K +$29.8K +107 New