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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
QL
701
Quarry LP
New York
$65.4K +$20.6K +113 +52%
KFP
702
KB Financial Partners
New Jersey
$64K -$130K -711 -69%
KFS
703
Kelly Financial Services
Massachusetts
$63.7K +$4.92K +27 +9%
MLA
704
MB, Levis & Associates
Pennsylvania
$63.5K
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.4K
FWM
706
Focused Wealth Management
New York
$54.6K
FP
707
Financial Perspectives
Minnesota
$52.4K
GEA
708
Glen Eagle Advisors
New Jersey
$51K
DSC
709
Duncker Streett & Co
Missouri
$50.8K
CA
710
Clearstead Advisors
Ohio
$44.9K -$24.3K -133 -37%
HCM
711
Hollencrest Capital Management
California
$44.7K
GJIA
712
Glass Jacobson Investment Advisors
Maryland
$41.1K +$37.9K +208 New
RBC
713
Roble Belko & Company
Pennsylvania
$40K
FMB
714
Field & Main Bank
Kentucky
$39.5K
LSA
715
Lansing Street Advisors
Pennsylvania
$39.5K
LS
716
Livforsakringsbolaget Skandia
Sweden
$39.5K
SF
717
Safeguard Financial
Wisconsin
$35K +$32.8K +180 New
FPA
718
First Pacific Advisors
California
$34.6K +$31.9K +175 New
TPCW
719
TD Private Client Wealth
New York
$34.4K +$12K +66 +61%
RFA
720
Resurgent Financial Advisors
Georgia
$32.4K -$365 -2 -1%
BC
721
Barrett & Company
Rhode Island
$30.6K
NL
722
NKCFO LLC
Illinois
$30K +$27.4K +150 New
PB
723
Pinnacle Bancorp
Nebraska
$28.3K
HIA
724
Harbor Investment Advisory
Maryland
$26.5K +$1.28K +7 +6%
CT
725
Colonial Trust
South Carolina
$25.4K +$5.47K +30 +30%

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.