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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
GWS
726
Glassman Wealth Services
Virginia
$23.9K +$547 +3 +3%
RI
727
Ridgewood Investments
New Jersey
$23.7K
DI
728
Disciplined Investments
Oklahoma
$22.5K +$182 +1 +0.9%
NRG
729
Nemes Rush Group
Michigan
$20.4K +$18.8K +103 New
FA
730
Financial Avengers
California
$19.8K
MCM
731
MV Capital Management
Maryland
$19.8K
BAAM
732
Baker Avenue Asset Management
California
$19.4K -$730 -4 -4%
CWM
733
Cedar Wealth Management
California
$19.2K +$2.74K +15 +18%
LC
734
Lindbrook Capital
California
$18.8K -$5.65K -31 -25%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$18.6K +$365 +2 +2%
BWL
736
Bogart Wealth LLC
Virginia
$17.8K
WT
737
Whittier Trust
California
$17K -$35K -192 -69%
ST
738
Smithfield Trust
Pennsylvania
$16K
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$15.8K +$6.93K +38 +90%
MAM
740
Marquette Asset Management
Minnesota
$15.6K +$14.4K +79 New
TWM
741
Tradition Wealth Management
Minnesota
$15K
RTC
742
Riverview Trust Company
Washington
$14.6K
EARNEST Partners
743
EARNEST Partners
Georgia
$13.2K
SIC
744
Salem Investment Counselors
North Carolina
$12.9K +$2.74K +15 +30%
CWP
745
Concord Wealth Partners
Virginia
$12.7K
GWMIA
746
Global Wealth Management Investment Advisory
Florida
$12.3K +$11.3K +62 New
OP
747
ORG Partners
Indiana
$11.2K +$10.6K +58 New
JWM
748
Janiczek Wealth Management
Colorado
$11.1K
TIM
749
Tortoise Investment Management
New York
$10.9K
AFS
750
Annapolis Financial Services
Maryland
$10.5K

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.