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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
FCA
751
FinTrust Capital Advisors
South Carolina
$22K -$1.27K -4 -5%
AP
752
Arlington Partners
Alabama
$22K
CIA
753
Cascade Investment Advisors
Oregon
$21.6K
JFA
754
JNBA Financial Advisors
Minnesota
$21K +$23.5K +74 New
KIG
755
Kowal Investment Group
Wisconsin
$20K +$22.2K +70 New
EARNEST Partners
756
EARNEST Partners
Georgia
$19K
ADL
757
Asset Dedication LLC
California
$18K +$20K +63 New
FPS
758
Fieldpoint Private Securities
Connecticut
$17K
BIA
759
Bell Investment Advisors
California
$17K +$18.7K +59 New
TIM
760
Tortoise Investment Management
New York
$16K
BFC
761
Bedel Financial Consulting
Indiana
$15K
JCM
762
Jacobi Capital Management
Pennsylvania
$14K -$31.7K -100 -67%
ST
763
Smithfield Trust
Pennsylvania
$14K
PA
764
PSI Advisors
Florida
$14K +$14.9K +47 New
TPCW
765
TD Private Client Wealth
New York
$12.1K +$635 +2 +5%
HIM
766
Hillsdale Investment Management
Ontario, Canada
$12K
TVWM
767
Tower View Wealth Management
Wisconsin
$12K
HI
768
Hudock Inc
Pennsylvania
$11K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
769
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$149K -471 -93%
CP
770
Corbenic Partners
Pennsylvania
$10K
Nisa Investment Advisors
771
Nisa Investment Advisors
Missouri
$9.28K +$1.8M +5,680 +21%
RIM
772
Rockbridge Investment Management
New York
$9K
JWA
773
JFS Wealth Advisors
Pennsylvania
$9K +$9.84K +31 New
Loomis, Sayles & Company
774
Loomis, Sayles & Company
Massachusetts
$9K +$9.84K +31 New
PWMG
775
Prestige Wealth Management Group
New Jersey
$8K +$1.27K +4 +17%

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.