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Veeva Systems

184 hedge funds and large institutions have $1.7B invested in Veeva Systems in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 70 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $13.1M

100% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 29

75% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 40

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more funds holding

Funds holding: 155184 (+29)

14.27% more ownership

Funds ownership: 98.23%112.5% (+14%)

11% more capital invested

Capital invested by funds: $1.53B → $1.7B (+$165M)

Holders
184
Holders Change
+29
Holders Change %
+18.71%
% of All Funds
4.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
58
Increased
70
Reduced
40
Closed
29
Calls
$44.7M
Puts
$13.1M
Net Calls
+$31.6M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$288M +$99.9M +3,546,800 +46%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$138M -$6.17M -219,071 -4%
JP Morgan Chase
3
JP Morgan Chase
New York
$122M +$1.1M +39,052 +0.8%
BA
4
BlackRock Advisors
Delaware
$118M +$16.6M +587,384 +15%
Wells Fargo
5
Wells Fargo
California
$89.6M +$39.7M +1,407,350 +67%
Vanguard Group
6
Vanguard Group
Pennsylvania
$87.9M +$14.3M +506,429 +17%
Federated Hermes
7
Federated Hermes
Pennsylvania
$77.7M +$47.1M +1,673,003 +122%
Morgan Stanley
8
Morgan Stanley
New York
$48M +$10.6M +376,017 +25%
Goldman Sachs
9
Goldman Sachs
New York
$47.9M +$303K +10,762 +0.6%
SM
10
SCGE Management
California
$44.6M +$42.2M +1,496,408 +599%
BG
11
BlackRock Group
United Kingdom
$44M +$6.81M +241,627 +16%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$42.9M -$10.1M -358,680 -18%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$42.2M +$5.09M +180,503 +12%
BIT
14
BlackRock Institutional Trust
California
$29.1M +$2.73M +96,798 +9%
Ameriprise
15
Ameriprise
Minnesota
$24.2M +$26.4M +936,703 +7,408%
WRF
16
Waddell & Reed Financial
Kansas
$21.1M +$11.3M +400,785 +94%
DCM
17
Dorsal Capital Management
California
$20.4M +$22.5M +800,000 New
First Trust Advisors
18
First Trust Advisors
Illinois
$19.7M +$3.34M +118,412 +18%
CGI
19
CI Global Investments
California
$16.6M +$9.86M +350,000 +117%
William Blair & Company
20
William Blair & Company
Illinois
$14.5M +$16.1M +569,811 New
O
21
OppenheimerFunds
New York
$13.8M -$2.04M -72,357 -12%
Franklin Resources
22
Franklin Resources
California
$12.8M +$2.82M +100,000 +25%
Renaissance Technologies
23
Renaissance Technologies
New York
$11.7M +$11.7M +414,100 +914%
BIM
24
BlackRock Investment Management
Delaware
$11.6M +$1.77M +62,738 +16%
JRP
25
Jasper Ridge Partners
California
$11.4M +$2.49M +88,302 +25%

VEEV Hedge Fund Activity: Q1 2015 in Review

184 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q1 2015, worth a combined $1.7B — up 11% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VEEV positions and 29 closed out — a net gain of 29 holders — while 70 added to existing stakes and 40 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $99.9M. The largest seller was Criterion Capital Management, exiting entirely with an estimated $168M sold.

  • 184 institutional investors held Veeva Systems (VEEV) as of Q1 2015, up from 155 in Q4 2014.
  • Funds reported $1.7B of Veeva Systems stock for Q1 2015, up 11% quarter-over-quarter.
  • 58 funds opened new Veeva Systems positions in Q1 2015 and 29 closed out, a net change of +29 holders.
  • The largest Veeva Systems buyer in Q1 2015 was T. Rowe Price Associates, an estimated $99.9M added.
  • The largest Veeva Systems seller in Q1 2015 was Criterion Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2015.