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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
KFI
751
Key Financial Inc
Pennsylvania
$9.89K
PA
752
PSI Advisors
Florida
$9.29K
CAC
753
Core Alternative Capital
Georgia
$8.7K +$730 +4 +10%
CWC
754
Carolinas Wealth Consulting
North Carolina
$8.11K -$89.7K -492 -92%
WWP
755
WR Wealth Planners
Missouri
$7.91K +$7.29K +40 New
BIA
756
Bell Investment Advisors
California
$7.51K +$182 +1 +3%
1832 Asset Management
757
1832 Asset Management
Ontario, Canada
$6.92K
AWM
758
Atticus Wealth Management
Florida
$5.93K
HWA
759
Heritage Wealth Advisors
Virginia
$5.34K
CAM
760
Chesapeake Asset Management
New York
$5.34K -$1.82K -10 -27%
TAM
761
Tucker Asset Management
Colorado
$5.14K
CSB
762
City State Bank
Iowa
$5K
FDCC
763
Foster Dykema Cabot & Co
Massachusetts
$5K +$4.38K +24 New
VWM
764
Venturi Wealth Management
Texas
$4.94K
RA
765
Rise Advisors
New York
$4.94K
CFS
766
CGC Financial Services
Oregon
$4.94K +$4.56K +25 New
CTA
767
Colonial Trust Advisors
South Carolina
$4.94K +$4.56K +25 New
DJSG
768
D.J. St. Germain
Massachusetts
$4.94K +$4.56K +25 New
GIA
769
GHP Investment Advisors
Colorado
$4.85K
WBC
770
West Branch Capital
Massachusetts
$4.75K
IGWM
771
ICA Group Wealth Management
Colorado
$4.55K -$4.38K -24 -51%
GBT
772
Grove Bank & Trust
Florida
$4.55K -$2.19K -12 -34%
CA
773
Crewe Advisors
Utah
$4.35K -$5.47K -30 -58%
FPFS
774
First Personal Financial Services
North Carolina
$4.35K
ZB
775
Zions Bancorporation
Utah
$4.35K -$401K -2,196 -99%

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.