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NVEE

NV5 Global

Delisted

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

209 hedge funds and large institutions have $1.19B invested in NV5 Global in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,508% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $88K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

2% more funds holding

Funds holding: 204209 (+5)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

16.34% less ownership

Funds ownership: 320.93%304.58% (-16%)

16% less capital invested

Capital invested by funds: $1.42B → $1.19B (-$232M)

Holders
209
Holders Change
+5
Holders Change %
+2.45%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
65
Reduced
73
Closed
20
Calls
$1.42M
Puts
$88K
Net Calls
+$1.33M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
-$111 -4 Closed
BFEC
227
Benjamin F. Edwards & Company
Missouri
+$208 +8 New
C
228
Covestor
United Kingdom
+$208 +8 +200%

NVEE Hedge Fund Activity: Q1 2024 in Review

209 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2024, worth a combined $1.19B — down 16% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NVEE positions and 20 closed out — a net gain of 6 holders — while 65 added to existing stakes and 73 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 209 institutional investors held NV5 Global (NVEE) as of Q1 2024, up from 204 in Q4 2023.
  • Funds reported $1.19B of NV5 Global stock for Q1 2024, down 16% quarter-over-quarter.
  • 26 funds opened new NV5 Global positions in Q1 2024 and 20 closed out, a net change of +6 holders.
  • The largest NV5 Global buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $21.9M added.
  • The largest NV5 Global seller in Q1 2024 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2024.