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Veeva Systems

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: 795823 (+28)

0% more funds holding in top 10

Funds holding in top 10: 1313 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
801
Prestige Wealth Management Group
New Jersey
$1.19K -$730 -4 -40%
CWA
802
Clearview Wealth Advisors
Oregon
$1.19K
PO
803
Private Ocean
California
$1.19K
BTI
804
Blue Trust Inc
Georgia
$1K -$3.83K -21 -78%
CA
805
Centerpoint Advisors
Massachusetts
$1K
AW
806
Avion Wealth
Texas
$1K +$1.09K +6 +200%
NSG
807
Nalls Sherbakoff Group
Tennessee
$995
BWM
808
BerganKDV Wealth Management
Minnesota
$989 -$182 -1 -17%
CFO
809
CVA Family Office
Colorado
$989
EWM
810
Evermay Wealth Management
Virginia
$989
IRC
811
Investors Research Corp
Georgia
$989
AWM
812
Abound Wealth Management
Tennessee
$594 +$365 +2 +200%
IPW
813
Impact Partnership Wealth
Georgia
$593 +$547 +3 New
MCM
814
Manchester Capital Management
Vermont
$396 -$39.6K -217 -99%
DWA
815
Delos Wealth Advisors
Texas
$396
AFG
816
Albion Financial Group
Utah
$396 +$365 +2 New
FSWA
817
Financial Synergies Wealth Advisors
Texas
$396 +$365 +2 New
TFM
818
TFC Financial Management
Massachusetts
$396 +$365 +2 New
NMG
819
New Millennium Group
Utah
$395
FGAM
820
Financial Gravity Asset Management
Texas
$375 +$36.1K +198 New
TWD
821
True Wealth Design
Ohio
$198
M
822
MOTCO
Texas
$198 +$182 +1 New
Comerica Bank
823
Comerica Bank
Texas
$4 +$5.36M +29,373 New
Winslow Capital Management
824
Winslow Capital Management
Minnesota
-$464M -2,522,902 Closed
HF
825
HRT Financial
New York
-$39M -211,998 Closed

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.