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Veeva Systems

838 hedge funds and large institutions have $31.3B invested in Veeva Systems in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 303 increasing their positions, 287 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 104

2% more funds holding

Funds holding: 822838 (+16)

6% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 287

0.1% more ownership

Funds ownership: 87.99%88.09% (+0.1%)

2% less call options, than puts

Call options by funds: $466M | Put options by funds: $476M

11% less capital invested

Capital invested by funds: $35.1B → $31.3B (-$3.89B)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
838
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
12.9%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
136
Increased
303
Reduced
287
Closed
104
Calls
$466M
Puts
$476M
Net Calls
-$10.3M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
776
JFS Wealth Advisors
Pennsylvania
$9K +$1.74K +6 +19%
CP
777
Corbenic Partners
Pennsylvania
$8K
RIM
778
Rockbridge Investment Management
New York
$8K
HR
779
Howe & Rusling
New York
$8K +$2.33K +8 +36%
CCC
780
Crescent Capital Consulting
Louisiana
$7K
FFC
781
First Financial Corp
Indiana
$7K
MAM
782
McCarthy Asset Management
California
$7K
TFM
783
TFC Financial Management
Massachusetts
$7K
TAM
784
Tucker Asset Management
Colorado
$6.5K +$7.27K +25 New
RA
785
Rise Advisors
New York
$6.39K +$7.27K +25 New
SC
786
Stephens Consulting
Michigan
$6.39K +$7.27K +25 New
PFBT
787
Parkside Financial Bank & Trust
Missouri
$6K -$17.2K -59 -71%
PWMG
788
Prestige Wealth Management Group
New Jersey
$6K -$1.16K -4 -15%
WBC
789
West Branch Capital
Massachusetts
$6K
CSB
790
City State Bank
Iowa
$6K +$7.27K +25 New
ACM
791
Absolute Capital Management
Pennsylvania
$5.37K +$6.11K +21 New
MP
792
McDonald Partners
Ohio
$5.37K +$6.11K +21 New
1832 Asset Management
793
1832 Asset Management
Ontario, Canada
$5K -$283K -975 -98%
PMFA
794
Plante Moran Financial Advisors
Michigan
$5K -$26.7K -92 -84%
BIA
795
Bell Investment Advisors
California
$5K -$11K -38 -64%
MPWT
796
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.74K -6 -25%
AFS
797
Annapolis Financial Services
Maryland
$5K
APC
798
Aspire Private Capital
North Carolina
$5K
BWM
799
BerganKDV Wealth Management
Minnesota
$5K +$4.65K +16 +320%
BWL
800
Bogart Wealth LLC
Virginia
$4K

VEEV Hedge Fund Activity: Q4 2021 in Review

838 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2021, worth a combined $31.3B — down 11% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new VEEV positions and 104 closed out — a net gain of 32 holders — while 303 added to existing stakes and 287 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $227M. The largest seller was Wells Fargo, cutting an estimated $225M.

  • 838 institutional investors held Veeva Systems (VEEV) as of Q4 2021, up from 822 in Q3 2021.
  • Funds reported $31.3B of Veeva Systems stock for Q4 2021, down 11% quarter-over-quarter.
  • 136 funds opened new Veeva Systems positions in Q4 2021 and 104 closed out, a net change of +32 holders.
  • The largest Veeva Systems buyer in Q4 2021 was AllianceBernstein, an estimated $227M added.
  • The largest Veeva Systems seller in Q4 2021 was Wells Fargo, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2021.