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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
FC
851
Financial Consulate
Maryland
-$324K -1,762 Closed
RCM
852
Radnor Capital Management
Pennsylvania
-$309K -1,679 Closed
KWM
853
Kolinsky Wealth Management
New Jersey
-$291K -1,584 Closed
CM
854
Capula Management
Cayman Islands
-$282K -1,534 Closed
MIM
855
Merrion Investment Management
New Jersey
-$276K -1,500 Closed
PA
856
PFG Advisors
Arizona
-$275K -1,497 Closed
SG
857
Somerset Group
Minnesota
-$245K -1,333 Closed
Kovitz Investment Group Partners
858
Kovitz Investment Group Partners
Illinois
-$226K -1,227 Closed
CC
859
Corton Capital
Ontario, Canada
-$220K -1,199 Closed
KA
860
Kovack Advisors
Florida
-$213K -1,161 Closed
SFS
861
Stiles Financial Services
Minnesota
-$205K -1,113 Closed
CF
862
Centaurus Financial
California
-$115K -626 Closed
QPBE
863
Quintet Private Bank (Europe)
Luxembourg
-$115K -626 Closed
MC
864
Machina Capital
France
-$79.8K -434 Closed
AAM
865
Advisors Asset Management
Colorado
-$61.8K -336 Closed
NHT
866
New Hampshire Trust
New Hampshire
-$40.4K -220 Closed
HPC
867
HM Payson & Co
Maine
-$28.1K -153 Closed
JGIA
868
Jackson Grant Investment Advisers
Connecticut
-$24.3K -132 Closed
AAS
869
Ameritas Advisory Services
Nebraska
-$24K -130 Closed
TWA
870
TCI Wealth Advisors
Arizona
-$14.2K -77 Closed
CIA
871
Cascade Investment Advisors
Oregon
-$13.8K -75 Closed
MFT
872
Moisand Fitzgerald Tamayo
Florida
-$12.1K -66 Closed
CFD
873
Creative Financial Designs
Indiana
-$7.35K -40 Closed
SVCP
874
Silicon Valley Capital Partners
California
-$6.43K -35 Closed
HWA
875
HHM Wealth Advisors
Tennessee
-$6.25K -34 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.