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Veeva Systems

772 hedge funds and large institutions have $31.4B invested in Veeva Systems in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 316 increasing their positions, 252 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 252

0.34% more ownership

Funds ownership: 87.78%88.12% (+0.34%)

4% less capital invested

Capital invested by funds: $32.7B → $31.4B (-$1.36B)

3% less funds holding

Funds holding: 799772 (-27)

17% less call options, than puts

Call options by funds: $517M | Put options by funds: $624M

20% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 107

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
772
Holders Change
-27
Holders Change %
-3.38%
% of All Funds
13.56%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
86
Increased
316
Reduced
252
Closed
107
Calls
$517M
Puts
$624M
Net Calls
-$107M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
COI
851
Connable Office Inc
Michigan
-$203K -744 Closed
EMFAT
852
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$187K -687 Closed
FTDI
853
First Trust Direct Indexing
Massachusetts
-$170K -626 Closed
IA
854
Inspire Advisors
Idaho
-$136K -500 Closed
CTFG
855
Capstone Triton Financial Group
Oklahoma
-$114K -417 Closed
AS
856
Altshuler Shaham
Israel
-$98K -359 Closed
BWM
857
Birchcreek Wealth Management
Ohio
-$63K -234 Closed
DSC
858
Duncker Streett & Co
Missouri
-$54K -200 Closed
RPWA
859
Regent Peak Wealth Advisors
Georgia
-$49K -180 Closed
HCM
860
Highlander Capital Management
New Jersey
-$34K -125 Closed
MA
861
MUFG Americas
New York
-$26K -94 Closed
OIM
862
Oder Investment Management
California
-$24K -89 Closed
FCH
863
Freestone Capital Holdings
Washington
-$22.3K -82 Closed
CCA
864
Childress Capital Advisors
Texas
-$16K -59 Closed
PWPS
865
Pinnacle Wealth Planning Services
Ohio
-$15K -55 Closed
BSSFA
866
Baron Silver Stevens Financial Advisors
Florida
-$9K -36 Closed
WAS
867
Winch Advisory Services
Wisconsin
-$8K -28 Closed
VAIA
868
Virtus Alternative Investment Advisers
Connecticut
-$6K -21 Closed
TCM
869
Tradewinds Capital Management
Washington
-$5K -19 Closed
AssetMark Inc
870
AssetMark Inc
California
-$4K -13 Closed
SFO
871
Standard Family Office
South Dakota
-$2K -8 Closed
CB
872
CNB Bank
Pennsylvania
-$2K -7 Closed
AWG
873
Altus Wealth Group
Colorado
-$1K -5 Closed
SSWG
874
Seven Springs Wealth Group
Tennessee
-$1K -5 Closed
WFA
875
West Financial Advisors
Iowa
-$1K -4 Closed