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NVEE

NV5 Global

Delisted

NVEE was delisted on the 1st of August, 2025.

213 hedge funds and large institutions have $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $1.46M

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

4.11% less ownership

Funds ownership: 296.85%292.74% (-4.1%)

7% less funds holding

Funds holding: 228213 (-15)

19% less capital invested

Capital invested by funds: $1.47B → $1.18B (-$286M)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

80% less funds holding in top 10

Funds holding in top 10: 102 (-8)

Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
226
Ellsworth Advisors
Ohio
-$628K -18,964 Closed
E
227
Ergoteles
New York
-$437K -13,204 Closed
HSBC Holdings
228
HSBC Holdings
United Kingdom
-$434K -13,084 Closed
FNBOH
229
First National Bank of Hutchinson
Kansas
-$429K -12,976 Closed
JF
230
Jump Financial
Illinois
-$357K -10,780 Closed
VF
231
Virtu Financial
New York
-$349K -10,544 Closed
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
-$269K -8,140 Closed
Assenagon Asset Management
233
Assenagon Asset Management
Luxembourg
-$269K -8,124 Closed
NA
234
Navellier & Associates
Nevada
-$248K -7,484 Closed
CL
235
CIM LLC
New York
-$238K -7,404 Closed
GTCM
236
Gyon Technologies Capital Management
New Jersey
-$231K -6,976 Closed
HighTower Advisors
237
HighTower Advisors
Illinois
-$240K -6,964 Closed
Handelsbanken Fonder
238
Handelsbanken Fonder
Sweden
-$225K -6,800 Closed
PAMS
239
Pictet Asset Management (Switzerland)
Switzerland
-$218K -6,600 Closed
State of Wisconsin Investment Board
240
State of Wisconsin Investment Board
Wisconsin
-$218K -6,588 Closed
QT
241
Quantbot Technologies
New York
-$152K -4,596 Closed
VIA
242
Virtus Investment Advisers
Connecticut
-$120K -3,624 Closed
VI
243
Vestcor Inc
New Brunswick, Canada
-$102K -3,096 Closed
SWA
244
Sutton Wealth Advisors
Florida
-$9.79K -296 Closed
WPA
245
West Paces Advisors
Georgia
-$4.5K -136 Closed
Bessemer Group
246
Bessemer Group
New Jersey
-$4K -132 Closed
IA
247
IFP Advisors
Florida
-$3K -104 Closed
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
-$3K -100 Closed
NA
249
NewEdge Advisors
Louisiana
-$1.06K -32 Closed
GRP
250
Global Retirement Partners
California
-$397 -12 Closed

NVEE Hedge Fund Activity: Q1 2023 in Review

213 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2023, worth a combined $1.18B — down 19% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was VOYA Investment Management, adding an estimated $10.2M. The largest seller was Driehaus Capital Management, cutting an estimated $11.3M.

  • 213 institutional investors held NV5 Global (NVEE) as of Q1 2023, down from 228 in Q4 2022.
  • Funds reported $1.18B of NV5 Global stock for Q1 2023, down 19% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q1 2023 and 39 closed out, a net change of -12 holders.
  • The largest NV5 Global buyer in Q1 2023 was VOYA Investment Management, an estimated $10.2M added.
  • The largest NV5 Global seller in Q1 2023 was Driehaus Capital Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.