Veeva Systems
VEEV
800 hedge funds and large institutions have $32.6B invested in Veeva Systems in 2020 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 316 increasing their positions, 236 reducing their positions, and 72 closing their positions.
85% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 72
34% more repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 236
7% more funds holding
Funds holding: 748 → 800 (+52)
7% more call options, than puts
Call options by funds: $752M | Put options by funds: $701M
0.4% more ownership
Funds ownership: 87.34% → 87.74% (+0.4%)
2% less capital invested
Capital invested by funds: $33.3B → $32.6B (-$721M)
8% less funds holding in top 10
Funds holding in top 10: 25 → 23 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$419M |
| 2 |
Morgan Stanley
New York
|
+$161M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$147M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$93.6M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$85.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$342M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$143M |
| 3 |
JP Morgan Chase
New York
|
-$114M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$96.1M |
| 5 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$66.7M |
VEEV Hedge Fund Activity: Q4 2020 in Review
800 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2020, worth a combined $32.6B — down 2.2% from $33.3B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new VEEV positions and 72 closed out — a net gain of 61 holders — while 316 added to existing stakes and 236 trimmed.
The largest buyer was Jackson Square Partners, opening a new position worth an estimated $419M. The largest seller was UBS AM, cutting an estimated $342M.
- 800 institutional investors held Veeva Systems (VEEV) as of Q4 2020, up from 748 in Q3 2020.
- Funds reported $32.6B of Veeva Systems stock for Q4 2020, down 2.2% quarter-over-quarter.
- 133 funds opened new Veeva Systems positions in Q4 2020 and 72 closed out, a net change of +61 holders.
- The largest Veeva Systems buyer in Q4 2020 was Jackson Square Partners, an estimated $419M added.
- The largest Veeva Systems seller in Q4 2020 was UBS AM, an estimated $342M sold.
Based on aggregated 13F filings for Q4 2020.