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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
RMC
726
Resources Management Corp
Connecticut
$43K
AWA
727
Arkadios Wealth Advisors
Georgia
$42K +$2.86K +9 +7%
PB
728
Pinnacle Bancorp
Nebraska
$41K
KFS
729
Kelly Financial Services
Massachusetts
$38.9K -$10.6M -33,448 -100%
JGIA
730
Jackson Grant Investment Advisers
Connecticut
$38K
LC
731
Lindbrook Capital
California
$38K +$6.03K +19 +17%
LWM
732
Liberty Wealth Management
California
$38K +$30.8K +97 +313%
TWM
733
Tradition Wealth Management
Minnesota
$36K
FF
734
FourThought Financial
Florida
$35K -$6.35K -20 -14%
DI
735
Disciplined Investments
Oklahoma
$34K
FQ
736
First Quadrant
California
$34K +$37.4K +118 New
NL
737
NVWM LLC
Pennsylvania
$33K
SOW
738
State of Wyoming
Wyoming
$32K -$30.5K -96 -47%
PMFA
739
Plante Moran Financial Advisors
Michigan
$32K +$8.57K +27 +33%
CFA
740
Carroll Financial Associates
North Carolina
$31K +$317 +1 +0.9%
FA
741
Financial Avengers
California
$29K
GLLW
742
Graves Light Lenhart Wealth
Virginia
$29K
MCM
743
MV Capital Management
Maryland
$29K
CCM
744
Covington Capital Management
California
$29K +$635 +2 +2%
WIM
745
Westside Investment Management
California
$28.7K
TWA
746
TCI Wealth Advisors
Arizona
$28K +$952 +3 +3%
SIM
747
Sonora Investment Management
Arizona
$26K
GWS
748
Glassman Wealth Services
Virginia
$25K +$1.59K +5 +6%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$24K +$6.03K +19 +30%
SMG
750
Spectrum Management Group
Indiana
$24K +$26.3K +83 New

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.