NV5 Global
NVEE
NVEE was delisted on the 1st of August, 2025.
199 hedge funds and large institutions have $1.28B invested in NV5 Global in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 39 closing their positions.
5,539% more call options, than puts
Call options by funds: $1.86M | Put options by funds: $33K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more capital invested
Capital invested by funds: $1.18B → $1.28B (+$101M)
1.93% more ownership
Funds ownership: 292.74% → 294.67% (+1.9%)
4% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 72
7% less funds holding
Funds holding: 213 → 199 (-14)
31% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$17.5M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$7.36M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$6.54M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.45M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$14.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.91M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$6.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.19M |
| 5 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$3.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
226
Aquatic Capital Management
Chicago,
Illinois
| – | -$125K | -4,800 | Closed |
|
|
ST
227
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$87.9K | -3,380 | Closed |
|
228
Point72 Asset Management
Stamford,
Connecticut
| – | -$31.4K | -1,208 | Closed |
|
|
KM
229
Kalos Management
Alpharetta,
Georgia
| – | -$18.3K | -704 | Closed |
|
|
AS
230
Altshuler Shaham
Tel Aviv,
Israel
| – | -$13.7K | -528 | Closed |
|
|
ASN
231
Advisory Services Network
Atlanta,
Georgia
| – | -$12.7K | -488 | Closed |
|
|
TWA
232
TCI Wealth Advisors
Tucson,
Arizona
| – | -$7.49K | -288 | Closed |
|
|
BWM
233
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$2.81K | -108 | Closed |
|
|
LC
234
Lindbrook Capital
Calabasas,
California
| – | -$416 | -16 | Closed |
|
|
EI
235
Ellevest Inc
New York
| – | -$208 | -8 | Closed |
|
|
SC
236
Schubert & Co
Mckinney,
Texas
| – | -$208 | -8 | Closed |
|
NVEE Hedge Fund Activity: Q2 2023 in Review
199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2023, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 72 trimmed existing stakes and 75 added.
The largest buyer was American Century Companies, adding an estimated $17.5M. The largest seller was Invesco, cutting an estimated $14.4M.
- 199 institutional investors held NV5 Global (NVEE) as of Q2 2023, down from 213 in Q1 2023.
- Funds reported $1.28B of NV5 Global stock for Q2 2023, up 8.5% quarter-over-quarter.
- 27 funds opened new NV5 Global positions in Q2 2023 and 39 closed out, a net change of -12 holders.
- The largest NV5 Global buyer in Q2 2023 was American Century Companies, an estimated $17.5M added.
- The largest NV5 Global seller in Q2 2023 was Invesco, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2023.