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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
TFM
776
TFC Financial Management
Massachusetts
$8K +$2.54K +8 +40%
CCC
777
Crescent Capital Consulting
Louisiana
$7K
FFC
778
First Financial Corp
Indiana
$7K
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$7K
MAM
780
McCarthy Asset Management
California
$7K
MA
781
Montag & Associates
Georgia
$7K
WBC
782
West Branch Capital
Massachusetts
$7K
AFS
783
Annapolis Financial Services
Maryland
$6K
APWA
784
Atlas Private Wealth Advisors
New Jersey
$6K
HR
785
Howe & Rusling
New York
$6K
IAS
786
IMA Advisory Services
Colorado
$6K
MA
787
MCF Advisors
Kentucky
$6K
APC
788
Aspire Private Capital
North Carolina
$5K
RIM
789
Ranger Investment Management
Texas
$5K
TLCM
790
Twin Lakes Capital Management
California
$5K
JWM
791
Janiczek Wealth Management
Colorado
$5K +$317 +1 +6%
BWL
792
Bogart Wealth LLC
Virginia
$5K +$5.08K +16 New
AWM
793
Activest Wealth Management
Florida
$5K +$5.39K +17 New
CI Investments Inc
794
CI Investments Inc
Ontario, Canada
$5K +$5.39K +17 New
BWA
795
BDO Wealth Advisors
Florida
$4K
FMP
796
Financial Management Professionals
Texas
$4K
GKWIM
797
Gerber Kawasaki Wealth & Investment Management
California
$4K +$4.44K +14 New
GWMIA
798
Global Wealth Management Investment Advisory
Florida
$3K -$4.76K -15 -60%
MCM
799
Manchester Capital Management
Vermont
$3K -$3.17K -10 -53%
BCH
800
Berkshire Capital Holdings
California
$3K

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.