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Veeva Systems

751 hedge funds and large institutions have $24.7B invested in Veeva Systems in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 269 increasing their positions, 281 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

17% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 76

0% more funds holding

Funds holding: 748751 (+3)

0.92% less ownership

Funds ownership: 89.91%88.99% (-0.92%)

4% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 281

6% less capital invested

Capital invested by funds: $26.3B → $24.7B (-$1.61B)

14% less call options, than puts

Call options by funds: $250M | Put options by funds: $289M

Holders
751
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
12.65%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.27%
New
89
Increased
269
Reduced
281
Closed
76
Calls
$250M
Puts
$289M
Net Calls
-$39.9M
Net Calls Change
-$66M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
801
Koshinski Asset Management
Illinois
-$43.1K -203 Closed
NFSG
802
Newbridge Financial Services Group
Florida
-$35K -165 Closed
BC
803
BIT Capital
Germany
-$28K -132 Closed
TWM
804
Tradition Wealth Management
Minnesota
-$26K -124 Closed
T
805
TCWP
Ohio
-$24K -115 Closed
ADL
806
Asset Dedication LLC
California
-$14K -69 Closed
BFC
807
Bedel Financial Consulting
Indiana
-$11K -51 Closed
ODG
808
O'Dell Group
Ohio
-$10K -46 Closed
RIM
809
Rockbridge Investment Management
New York
-$6.5K -30 Closed
FFC
810
First Financial Corp
Indiana
-$6K -26 Closed
MAM
811
McCarthy Asset Management
California
-$6K -26 Closed
EFS
812
Econ Financial Services
Pennsylvania
-$4K -17 Closed
TLCM
813
Twin Lakes Capital Management
California
-$3K -16 Closed
AFG
814
Albion Financial Group
Utah
-$2K -11 Closed
CFO
815
CVA Family Office
Colorado
-$2K -10 Closed
TFO
816
Tarbox Family Office
California
-$1K -6 Closed
VCM
817
Vigilant Capital Management
Maine
-$1K -6 Closed
LF
818
Lee Financial
Texas
+$184 +1 New
NMG
819
New Millennium Group
Utah
+$368 +2 New
OLVIG
820
Oliver Lagore Vanvalin Investment Group
Michigan
+$368 +2 New
WPWM
821
Western Pacific Wealth Management
Illinois
+$368 +2 New
SFG
822
Steward Financial Group
Texas
+$736 +4 New

VEEV Hedge Fund Activity: Q2 2022 in Review

751 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q2 2022, worth a combined $24.7B — down 6.1% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VEEV positions and 76 closed out — a net gain of 13 holders — while 269 added to existing stakes and 281 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $378M. The largest seller was Morgan Stanley, cutting an estimated $608M.

  • 751 institutional investors held Veeva Systems (VEEV) as of Q2 2022, up from 748 in Q1 2022.
  • Funds reported $24.7B of Veeva Systems stock for Q2 2022, down 6.1% quarter-over-quarter.
  • 89 funds opened new Veeva Systems positions in Q2 2022 and 76 closed out, a net change of +13 holders.
  • The largest Veeva Systems buyer in Q2 2022 was T. Rowe Price Associates, an estimated $378M added.
  • The largest Veeva Systems seller in Q2 2022 was Morgan Stanley, an estimated $608M sold.

Based on aggregated 13F filings for Q2 2022.