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Veeva Systems

822 hedge funds and large institutions have $37.6B invested in Veeva Systems in 2021 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 315 increasing their positions, 248 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

28% more call options, than puts

Call options by funds: $756M | Put options by funds: $591M

27% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 248

20% more capital invested

Capital invested by funds: $31.4B → $37.6B (+$6.2B)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

6% more funds holding

Funds holding: 772822 (+50)

0.66% less ownership

Funds ownership: 88.12%87.46% (-0.66%)

Holders
822
Holders Change
+50
Holders Change %
+6.48%
% of All Funds
14.31%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.33%
New
123
Increased
315
Reduced
248
Closed
68
Calls
$756M
Puts
$591M
Net Calls
+$165M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
Liberty Wealth Management
California
$10K +$2.51K +9 +41%
RIM
777
Rockbridge Investment Management
New York
$9K -$2.79K -10 -25%
Nisa Investment Advisors
778
Nisa Investment Advisors
Missouri
$8.25K +$55.8K +200 +0.8%
MA
779
Montag & Associates
Georgia
$8K -$112K -400 -94%
FFC
780
First Financial Corp
Indiana
$8K
GWMIA
781
Global Wealth Management Investment Advisory
Florida
$8K
MAM
782
McCarthy Asset Management
California
$8K
RF
783
Robbins Farley
New Hampshire
$8K +$6.97K +25 New
CCC
784
Crescent Capital Consulting
Louisiana
$8K +$7.25K +26 New
RFA
785
Reilly Financial Advisors
California
$8K +$7.53K +27 New
AFS
786
Annapolis Financial Services
Maryland
$7K
APWA
787
Atlas Private Wealth Advisors
New Jersey
$7K
IAS
788
IMA Advisory Services
Colorado
$7K
MA
789
MCF Advisors
Kentucky
$7K
PWMG
790
Prestige Wealth Management Group
New Jersey
$7K +$836 +3 +15%
HR
791
Howe & Rusling
New York
$7K +$2.23K +8 +57%
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.69K +24 New
WBC
793
West Branch Capital
Massachusetts
$7K +$6.69K +24 New
APC
794
Aspire Private Capital
North Carolina
$6K
TFM
795
TFC Financial Management
Massachusetts
$6K
MCM
796
Manchester Capital Management
Vermont
$6K +$5.3K +19 New
JWM
797
Janiczek Wealth Management
Colorado
$5K -$8.64K -31 -66%
BWA
798
BDO Wealth Advisors
Florida
$5K -$5.58K -20 -57%
RIM
799
Ranger Investment Management
Texas
$5K
TLCM
800
Twin Lakes Capital Management
California
$5K

VEEV Hedge Fund Activity: Q2 2021 in Review

822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q2 2021, worth a combined $37.6B — up 20% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VEEV positions and 68 closed out — a net gain of 55 holders — while 315 added to existing stakes and 248 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $365M.

  • 822 institutional investors held Veeva Systems (VEEV) as of Q2 2021, up from 772 in Q1 2021.
  • Funds reported $37.6B of Veeva Systems stock for Q2 2021, up 20% quarter-over-quarter.
  • 123 funds opened new Veeva Systems positions in Q2 2021 and 68 closed out, a net change of +55 holders.
  • The largest Veeva Systems buyer in Q2 2021 was T. Rowe Price Associates, an estimated $274M added.
  • The largest Veeva Systems seller in Q2 2021 was Fidelity Investments, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2021.