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Veeva Systems

155 hedge funds and large institutions have $1.53B invested in Veeva Systems in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $10.8M

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

17% more funds holding

Funds holding: 132155 (+23)

3% less capital invested

Capital invested by funds: $1.58B → $1.53B (-$50.3M)

9.8% less ownership

Funds ownership: 108.02%98.23% (-9.8%)

Holders
155
Holders Change
+23
Holders Change %
+17.42%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
38
Increased
63
Reduced
38
Closed
14
Calls
$51.2M
Puts
$10.8M
Net Calls
+$40.3M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$204M -$6.53M -232,260 -3%
CCM
2
Criterion Capital Management
California
$168M -$31.2M -1,107,313 -15%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$148M +$34.8M +1,237,008 +28%
JP Morgan Chase
4
JP Morgan Chase
New York
$125M +$8.68M +308,399 +7%
BA
5
BlackRock Advisors
Delaware
$107M -$6.19M -219,887 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$77.5M +$18.7M +665,885 +29%
Wells Fargo
7
Wells Fargo
California
$55.6M +$5.06M +179,838 +9%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$53.9M +$2.4M +85,335 +4%
Goldman Sachs
9
Goldman Sachs
New York
$49.3M +$2.87M +102,108 +6%
Morgan Stanley
10
Morgan Stanley
New York
$39.7M -$914K -32,496 -2%
BG
11
BlackRock Group
United Kingdom
$39.1M +$349K +12,408 +0.8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$38.8M -$57.5M -2,043,900 -58%
Federated Hermes
13
Federated Hermes
Pennsylvania
$36.2M -$2.46M -87,500 -6%
BIT
14
BlackRock Institutional Trust
California
$27.6M +$765K +27,190 +3%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$18.6M +$20.2M +716,532 New
First Trust Advisors
16
First Trust Advisors
Illinois
$17.2M +$18.4M +652,819 New
Citadel Advisors
17
Citadel Advisors
Florida
$16.8M +$8.67M +308,233 +94%
O
18
OppenheimerFunds
New York
$16.2M +$7.31M +259,930 +74%
JCM
19
Junto Capital Management
New York
$12.9M +$13.7M +488,435 New
State Street
20
State Street
Massachusetts
$11.3M +$813K +28,885 +7%
WRF
21
Waddell & Reed Financial
Kansas
$11.2M -$105K -3,727 -0.9%
Millennium Management
22
Millennium Management
New York
$10.6M +$8.58M +304,987 +313%
Franklin Resources
23
Franklin Resources
California
$10.6M +$2.81M +100,000 +33%
Allianz Asset Management
24
Allianz Asset Management
Germany
$10.3M -$15.1M -538,075 -58%
BIM
25
BlackRock Investment Management
Delaware
$10.3M -$35.8K -1,271 -0.3%

VEEV Hedge Fund Activity: Q4 2014 in Review

155 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2014, worth a combined $1.53B — down 3.2% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VEEV positions and 14 closed out — a net gain of 24 holders — while 63 added to existing stakes and 38 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $34.8M. The largest seller was Fidelity Investments, cutting an estimated $57.5M.

  • 155 institutional investors held Veeva Systems (VEEV) as of Q4 2014, up from 132 in Q3 2014.
  • Funds reported $1.53B of Veeva Systems stock for Q4 2014, down 3.2% quarter-over-quarter.
  • 38 funds opened new Veeva Systems positions in Q4 2014 and 14 closed out, a net change of +24 holders.
  • The largest Veeva Systems buyer in Q4 2014 was Wellington Management Group, an estimated $34.8M added.
  • The largest Veeva Systems seller in Q4 2014 was Fidelity Investments, an estimated $57.5M sold.

Based on aggregated 13F filings for Q4 2014.