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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
KFS
751
Kelly Financial Services
Massachusetts
$4.44K
WP
752
WealthShield Partners
North Carolina
$4K -$351K -1,259 -99%
PFBT
753
Parkside Financial Bank & Trust
Missouri
$4K -$15.9K -57 -80%
RIM
754
Ranger Investment Management
Texas
$4K
TSW
755
Thompson Siegel & Walmsley
Virginia
$4K
HR
756
Howe & Rusling
New York
$4K +$3.9K +14 New
TLCM
757
Twin Lakes Capital Management
California
$4K +$4.46K +16 New
HWM
758
HighMark Wealth Management
Minnesota
$3K -$1.39K -5 -33%
BCH
759
Berkshire Capital Holdings
California
$3K
TCWM
760
Total Clarity Wealth Management
Illinois
$3K +$2.79K +10 New
NFSG
761
Newbridge Financial Services Group
Florida
$2K -$32K -115 -94%
LFG
762
Larson Financial Group
Missouri
$2K -$6.41K -23 -77%
CWA
763
Clearview Wealth Advisors
Oregon
$2K
LIM
764
Longfellow Investment Management
Massachusetts
$2K
TFO
765
Tarbox Family Office
California
$2K
TCOV
766
Trust Company of Vermont
Vermont
$2K
VCM
767
Vigilant Capital Management
Maine
$2K +$1.67K +6 New
BWM
768
BerganKDV Wealth Management
Minnesota
$1K
BMD
769
Better Money Decisions
New Mexico
$1K +$1.39K +5 New
AIG
770
American International Group
New York
$793 -$101K -363 -11%
BBHC
771
Brown Brothers Harriman & Co
New York
$91
WIM
772
Westside Investment Management
California
$26 -$20.9K -75 -43%
SWM
773
Sugarloaf Wealth Management
Georgia
$1
DVF
774
Discovery Value Fund
Singapore
-$219M -805,424 Closed
MP
775
Munro Partners
Australia
-$50.7M -186,230 Closed