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NVEE

NV5 Global

Delisted

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

205 hedge funds and large institutions have $1.19B invested in NV5 Global in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $5.38M | Put options by funds: $1.87M

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.35% more ownership

Funds ownership: 259.99%262.35% (+2.4%)

2% more funds holding

Funds holding: 201205 (+4)

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

11% less capital invested

Capital invested by funds: $1.34B → $1.19B (-$153M)

Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
26
Increased
73
Reduced
71
Closed
17
Calls
$5.38M
Puts
$1.87M
Net Calls
+$3.51M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$9.18M +$4.08M +136,036 +76%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$9.1M +$3.08M +102,832 +49%
First Trust Advisors
28
First Trust Advisors
Illinois
$7.93M +$1.06M +35,332 +15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$7.45M +$96.4K +3,216 +1%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$7.43M -$851K -28,380 -10%
CM
31
Castleark Management
Illinois
$7.33M +$146K +4,880 +2%
RA
32
Royce & Associates
New York
$7.25M -$24K -800 -0.3%
Ameriprise
33
Ameriprise
Minnesota
$6.81M -$40.9K -1,364 -0.6%
SBF
34
Sara-Bay Financial
Florida
$5.97M -$286K -9,552 -4%
SC
35
Skylands Capital
Wisconsin
$5.8M -$307K -10,240 -5%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.56M
Goldman Sachs
37
Goldman Sachs
New York
$5.06M +$1.45M +48,360 +39%
ACA
38
Anchor Capital Advisors
Massachusetts
$4.76M +$28.1K +936 +0.6%
Citadel Advisors
39
Citadel Advisors
Florida
$4.58M +$576K +19,220 +14%
CFS
40
Capital Financial Services
New York
$4.24M -$60K -2,000 -1%
CIS
41
Connors Investor Services
Pennsylvania
$4.21M -$202K -6,748 -4%
TFCM
42
Taylor Frigon Capital Management
Arizona
$4.06M -$1.04M -34,668 -20%
RIM
43
Reliant Investment Management
Tennessee
$3.72M -$84.5K -2,820 -2%
WC
44
Woodstock Corp
Massachusetts
$3.7M
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.68M -$76.5K -2,552 -2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.62M
CCA
47
Cruiser Capital Advisors
Connecticut
$3.54M +$120K +4,000 +3%
SST
48
S Squared Technology
New York
$3.51M
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$3.48M
LWAC
50
Laurel Wealth Advisors (California)
California
$3.46M +$231K +7,712 +7%

NVEE Hedge Fund Activity: Q2 2022 in Review

205 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2022, worth a combined $1.19B — down 11% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NVEE positions and 17 closed out — a net gain of 9 holders — while 73 added to existing stakes and 71 trimmed.

The largest buyer was Geneva Capital Management, opening a new position worth an estimated $33.2M. The largest seller was Mawer Investment Management, cutting an estimated $27.3M.

  • 205 institutional investors held NV5 Global (NVEE) as of Q2 2022, up from 201 in Q1 2022.
  • Funds reported $1.19B of NV5 Global stock for Q2 2022, down 11% quarter-over-quarter.
  • 26 funds opened new NV5 Global positions in Q2 2022 and 17 closed out, a net change of +9 holders.
  • The largest NV5 Global buyer in Q2 2022 was Geneva Capital Management, an estimated $33.2M added.
  • The largest NV5 Global seller in Q2 2022 was Mawer Investment Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2022.