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Veeva Systems

822 hedge funds and large institutions have $35.1B invested in Veeva Systems in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 334 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 261

15% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 68

0.53% more ownership

Funds ownership: 87.46%87.99% (+0.53%)

0% more funds holding

Funds holding: 822822 (0)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

6% less capital invested

Capital invested by funds: $37.6B → $35.1B (-$2.42B)

16% less call options, than puts

Call options by funds: $565M | Put options by funds: $676M

Holders
822
Holders Change
Holders Change %
0%
% of All Funds
14.39%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
78
Increased
334
Reduced
261
Closed
68
Calls
$565M
Puts
$676M
Net Calls
-$111M
Net Calls Change
-$276M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
701
Arax Advisory Partners
Colorado
$109K
LAS
702
Lloyd Advisory Services
Georgia
$108K +$48.9K +154 +70%
NR
703
Newfound Research
Massachusetts
$107K +$26.7K +84 +29%
KTC
704
Kistler-Tiffany Companies
Pennsylvania
$102K
CA
705
Clearstead Advisors
Ohio
$102K +$85.7K +270 +321%
HFM
706
Harvest Fund Management
China
$99K -$107K -338 -50%
NFSG
707
Newbridge Financial Services Group
Florida
$95K +$46.3K +146 +80%
JWM
708
Jackson Wealth Management
Florida
$83K +$16.2K +51 +0.3%
EI
709
Ellevest Inc
New York
$82K -$4.13K -13 -4%
VC
710
Vestor Capital
Illinois
$80K +$7.3K +23 +9%
FP
711
Financial Perspectives
Minnesota
$76.4K
PPWM
712
PFG Private Wealth Management
Florida
$76K +$83.8K +264 New
GEA
713
Glen Eagle Advisors
New Jersey
$74.3K
TRCT
714
Tower Research Capital (TRC)
New York
$71K -$799K -2,519 -91%
Bessemer Group
715
Bessemer Group
New Jersey
$64K +$47.6K +150 +214%
AssetMark Inc
716
AssetMark Inc
California
$60K +$66.3K +209 New
RBC
717
Roble Belko & Company
Pennsylvania
$58K
WB
718
Webster Bank
Connecticut
$58K +$63.5K +200 New
CFD
719
Creative Financial Designs
Indiana
$57K
Koshinski Asset Management
720
Koshinski Asset Management
Illinois
$56.5K +$62.2K +196 New
HNB
721
Huntington National Bank
Ohio
$55K +$2.22K +7 +4%
LWA
722
Lenox Wealth Advisors
New York
$50K
CWC
723
Carolinas Wealth Consulting
North Carolina
$46K -$8.57K -27 -15%
AS
724
Altshuler Shaham
Israel
$46K +$50.1K +158 New
GWM
725
Geneos Wealth Management
Colorado
$45K

VEEV Hedge Fund Activity: Q3 2021 in Review

822 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q3 2021, worth a combined $35.1B — down 6.5% from $37.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VEEV positions and 68 closed out — a net gain of 10 holders — while 334 added to existing stakes and 261 trimmed.

The largest buyer was UBS AM, adding an estimated $221M. The largest seller was Morgan Stanley, cutting an estimated $848M.

  • 822 institutional investors held Veeva Systems (VEEV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $35.1B of Veeva Systems stock for Q3 2021, down 6.5% quarter-over-quarter.
  • 78 funds opened new Veeva Systems positions in Q3 2021 and 68 closed out, a net change of +10 holders.
  • The largest Veeva Systems buyer in Q3 2021 was UBS AM, an estimated $221M added.
  • The largest Veeva Systems seller in Q3 2021 was Morgan Stanley, an estimated $848M sold.

Based on aggregated 13F filings for Q3 2021.