Veeva Systems
VEEV
104 hedge funds and large institutions have $959M invested in Veeva Systems in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 15 closing their positions.
123.29% more ownership
Funds ownership: 114.08% → 237.37% (+123%)
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
82% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 22
74% more capital invested
Capital invested by funds: $549M → $959M (+$409M)
21% more call options, than puts
Call options by funds: $43M | Put options by funds: $35.6M
20% more funds holding
Funds holding: 87 → 104 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$212M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$119M |
| 3 |
CCM
Criterion Capital Management
San Francisco,
California
|
+$98.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$67.6M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$33.9M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$15.9M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$10.8M |
| 5 |
ZDA
Zweig-DiMenna Associates
New York
|
-$10.3M |
VEEV Hedge Fund Activity: Q1 2014 in Review
104 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q1 2014, worth a combined $959M — up 74% from $549M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VEEV positions and 15 closed out — a net gain of 18 holders — while 40 added to existing stakes and 22 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $212M. The largest seller was Fidelity Investments, cutting an estimated $68.4M.
- 104 institutional investors held Veeva Systems (VEEV) as of Q1 2014, up from 87 in Q4 2013.
- Funds reported $959M of Veeva Systems stock for Q1 2014, up 74% quarter-over-quarter.
- 33 funds opened new Veeva Systems positions in Q1 2014 and 15 closed out, a net change of +18 holders.
- The largest Veeva Systems buyer in Q1 2014 was T. Rowe Price Associates, an estimated $212M added.
- The largest Veeva Systems seller in Q1 2014 was Fidelity Investments, an estimated $68.4M sold.
Based on aggregated 13F filings for Q1 2014.