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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
LIM
801
Longfellow Investment Management
Massachusetts
$3K
PCTC
802
Perkins Coie Trust Company
Washington
$3K
TLFA
803
True Link Financial Advisors
California
$3K
TCWM
804
Total Clarity Wealth Management
Illinois
$3K +$3.17K +10 New
RTL
805
Red Tortoise LLC
Georgia
$3K +$5.39K +17 New
HWM
806
HighMark Wealth Management
Minnesota
$2K -$1.27K -4 -40%
CWA
807
Clearview Wealth Advisors
Oregon
$2K
TFO
808
Tarbox Family Office
California
$2K
VCM
809
Vigilant Capital Management
Maine
$2K
SIAP
810
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K -$15.9K -50 -94%
LF
811
Lee Financial
Texas
$1K -$1.59K -5 -56%
AW
812
Avion Wealth
Texas
$1K
BWM
813
BerganKDV Wealth Management
Minnesota
$1K
BMD
814
Better Money Decisions
New Mexico
$1K
EWM
815
Evermay Wealth Management
Virginia
$1K
SWM
816
Sugarloaf Wealth Management
Georgia
$1K
EWM
817
Edge Wealth Management
New York
$1K +$635 +2 New
FMII
818
Farmers & Merchants Investments Inc
Nebraska
$1K +$952 +3 New
FWM
819
Filbrandt Wealth Management
Wisconsin
$1K +$952 +3 New
Walleye Capital
820
Walleye Capital
New York
$216 +$238K +749 New
BBHC
821
Brown Brothers Harriman & Co
New York
$101
HM
822
HealthCor Management
New York
-$42.3M -136,080 Closed
PGEBT
823
Pactiv General Employee Benefit Trust
Illinois
-$12.6M -40,530 Closed
BAM
824
Blueshift Asset Management
New Jersey
-$7.3M -23,462 Closed
MCM
825
Moore Capital Management
New York
-$6.22M -20,000 Closed

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.