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Veeva Systems
VEEV

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: 795 → 823 (+28)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$139M
2
Macquarie Group
Macquarie Group
Australia
+$139M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
4
GIM
Generation Investment Management
United Kingdom
+$91.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$89.9M

Top Sellers

Rank Fund Capital Flow
1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$464M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$180M
3
Millennium Management
Millennium Management
New York
-$93M
4
Swedbank
Swedbank
Sweden
-$72.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
776
MCF Advisors
Kentucky
$4.15K – – –
JWA
777
JFS Wealth Advisors
Pennsylvania
$3.96K -$547 -3 -13%
JFA
778
JNBA Financial Advisors
Minnesota
$3.96K – – –
VWM
779
Valley Wealth Managers
New Jersey
$3.96K – – –
APC
780
Aspire Private Capital
North Carolina
$3.76K – – –
NC
781
NewSquare Capital
Pennsylvania
$3.56K – – –
RTL
782
Red Tortoise LLC
Georgia
$3.36K – – –
RIM
783
Ranger Investment Management
Texas
$3.16K – – –
TLCM
784
Twin Lakes Capital Management
California
$3.16K – – –
GI
785
Gradient Investments
Minnesota
$3.16K +$912 +5 +45%
CAM
786
ClariVest Asset Management
California
$3K -$1.82K -10 -42%
TVWM
787
Tower View Wealth Management
Wisconsin
$3K +$2.55K +14 New
CAS
788
Coppell Advisory Solutions
Texas
$2.93K +$2.74K +15 New
PMFA
789
Plante Moran Financial Advisors
Michigan
$2.77K +$2.55K +14 New
FCA
790
FinTrust Capital Advisors
South Carolina
$2.74K – – –
2L
791
25 LLC
Missouri
$2.71K – – –
LFG
792
Larson Financial Group
Missouri
$2.37K – – –
QC
793
Quent Capital
New York
$2.37K – – –
BCMLT
794
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.17K – – –
LIM
795
Longfellow Investment Management
Massachusetts
$1.98K – – –
Kayne Anderson Rudnick Investment Management
796
Kayne Anderson Rudnick Investment Management
California
$1.98K +$1.82K +10 New
MTIC
797
Missouri Trust & Investment Company
Missouri
$1.78K – – –
SWA
798
Sutton Wealth Advisors
Florida
$1.78K – – –
RFG
799
RFP Financial Group
Georgia
$1.58K – – –
CHC
800
City Holding Co
West Virginia
$1.58K -$36.5K -200 -96%
30 31
32
33 34

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.