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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
SIM
676
Studio Investment Management
Illinois
$119K -$365 -2 -0.3%
WIM
677
WealthPlan Investment Management
Nebraska
$113K +$3.1K +17 +3%
EWP
678
Elevation Wealth Partners
California
$111K
TWC
679
TD Waterhouse Canada
Ontario, Canada
$108K +$23.2K +127 +31%
WBC
680
Westpac Banking Corp
Australia
$107K -$2.76M -15,153 -97%
FHA
681
First Horizon Advisors
Tennessee
$102K -$7.11K -39 -7%
BBHC
682
Brown Brothers Harriman & Co
New York
$98.9K
MIFH
683
Migdal Insurance & Financial Holdings
Israel
$98K -$145K -797 -61%
CMBA
684
C.M. Bidwell & Associates
Hawaii
$97.1K +$89.5K +491 New
WPWM
685
Western Pacific Wealth Management
Illinois
$93.9K -$182 -1 -0.2%
HIIFS
686
Harel Insurance Investments & Financial Services
Israel
$93K +$730 +4 +0.9%
HWM
687
HighMark Wealth Management
Minnesota
$86.2K -$76.8K -421 -49%
FFA
688
Farther Finance Advisors
California
$86K +$4.38K +24 +6%
PTC
689
Private Trust Company
Ohio
$80.3K +$21.5K +118 +41%
AA
690
Alta Advisers
United Kingdom
$79.1K
WT
691
Washington Trust
Rhode Island
$79.1K
CI Investments Inc
692
CI Investments Inc
Ontario, Canada
$79K +$5.84K +32 +9%
CPG
693
Cornerstone Planning Group
New Jersey
$74.1K +$68.4K +375 New
CAL
694
Capital Advisors Ltd
Ohio
$74K +$58.2K +319 +602%
Credit Agricole
695
Credit Agricole
France
$71.8K -$26.4K -145 -29%
QCG
696
Quadrant Capital Group
Ohio
$70.4K +$4.38K +24 +7%
HI
697
Harbour Investments
Wisconsin
$70.2K -$154K -845 -70%
Bessemer Group
698
Bessemer Group
New Jersey
$69K
Citadel Advisors
699
Citadel Advisors
Florida
$67.2K -$351K -1,923 -85%
EWA
700
EverSource Wealth Advisors
Alabama
$66K +$16.2K +89 +36%

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.