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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
CCM
701
Covington Capital Management
California
$27K +$557 +2 +2%
CFA
702
Carroll Financial Associates
North Carolina
$26K -$6.96K -25 -20%
FA
703
Financial Avengers
California
$26K
GLLW
704
Graves Light Lenhart Wealth
Virginia
$26K
AWC
705
Abundance Wealth Counselors
Pennsylvania
$26K +$27.9K +100 New
SIM
706
Sonora Investment Management
Arizona
$24K
FCA
707
FinTrust Capital Advisors
South Carolina
$22K +$557 +2 +2%
PMFA
708
Plante Moran Financial Advisors
Michigan
$22K +$8.08K +29 +54%
GWS
709
Glassman Wealth Services
Virginia
$21K +$3.06K +11 +15%
AP
710
Arlington Partners
Alabama
$20K
Carson Wealth (CWM LLC)
711
Carson Wealth (CWM LLC)
Nebraska
$18K
EARNEST Partners
712
EARNEST Partners
Georgia
$18K
Bessemer Group
713
Bessemer Group
New Jersey
$18K +$8.36K +30 +75%
MIM
714
Macroview Investment Management
Maryland
$18K +$19.2K +69 New
NSB
715
Norway Savings Bank
Maine
$17K
MWP
716
Meridian Wealth Partners
Pennsylvania
$17K +$18.1K +65 New
CIA
717
Cascade Investment Advisors
Oregon
$17K +$4.18K +15 +30%
EP
718
Eudaimonia Partners
Tennessee
$16K -$18.4K -66 -52%
FPS
719
Fieldpoint Private Securities
Connecticut
$15K -$5.01K -18 -24%
HFA
720
Hoover Financial Advisors
Pennsylvania
$15K
WPA
721
West Paces Advisors
Georgia
$14.6K +$15.6K +56 New
TIM
722
Tortoise Investment Management
New York
$14K
BFC
723
Bedel Financial Consulting
Indiana
$13K
Loomis, Sayles & Company
724
Loomis, Sayles & Company
Massachusetts
$13K +$2.51K +9 +23%
GAM
725
Grandview Asset Management
Pennsylvania
$13K +$13.9K +50 New