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NVEE

NV5 Global

Delisted

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

228 hedge funds and large institutions have $1.47B invested in NV5 Global in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

86% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $979K

33.15% more ownership

Funds ownership: 263.7%296.85% (+33%)

16% more capital invested

Capital invested by funds: $1.27B → $1.47B (+$199M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 212228 (+16)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
29
Increased
66
Reduced
91
Closed
11
Calls
$1.82M
Puts
$979K
Net Calls
+$846K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$11.1M +$1.54M +44,400 +15%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$11M +$26.4K +760 +0.2%
Swedbank
28
Swedbank
Sweden
$10.6M
First Trust Advisors
29
First Trust Advisors
Illinois
$10.2M +$611K +17,568 +6%
RA
30
Royce & Associates
New York
$7.95M -$278K -8,000 -3%
GPGA
31
Grandeur Peak Global Advisors
Utah
$7.5M -$376K -10,808 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$7.39M +$676K +19,440 +10%
Ameriprise
33
Ameriprise
Minnesota
$7.24M -$460K -13,240 -6%
SBF
34
Sara-Bay Financial
Florida
$6.63M -$92.3K -2,656 -1%
CM
35
Castleark Management
Illinois
$6.55M -$665K -19,120 -9%
SCM
36
Sandler Capital Management
New York
$6.04M +$4.85M +139,508 +323%
CI
37
Cooper Investors
Australia
$5.25M +$5.52M +158,664 New
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.19M -$1.16M -33,360 -18%
AI
39
Axiom Investors
Connecticut
$5.14M -$146K -4,192 -3%
PM
40
Pembroke Management
Quebec, Canada
$4.89M +$5.14M +147,740 New
ORI
41
Oak Ridge Investments
Illinois
$4.7M -$82.3K -2,368 -2%
CFS
42
Capital Financial Services
New York
$4.61M -$169K -4,860 -3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.6M +$69.7K +2,004 +1%
Goldman Sachs
44
Goldman Sachs
New York
$4.54M -$373K -10,720 -7%
Swiss National Bank
45
Swiss National Bank
Switzerland
$4.22M +$97.3K +2,800 +2%
RIM
46
Reliant Investment Management
Tennessee
$4.2M -$100K -2,880 -2%
Legal & General Group
47
Legal & General Group
United Kingdom
$4.05M +$113K +3,252 +3%
WC
48
Woodstock Corp
Massachusetts
$4.02M -$190K -5,472 -4%
SST
49
S Squared Technology
New York
$3.98M
LWAC
50
Laurel Wealth Advisors (California)
California
$3.9M -$22.2K -640 -0.5%

NVEE Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2022, worth a combined $1.47B — up 16% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVEE positions and 11 closed out — a net gain of 18 holders — while 66 added to existing stakes and 91 trimmed.

The largest buyer was Cooper Investors, opening a new position worth an estimated $5.52M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $9.24M.

  • 228 institutional investors held NV5 Global (NVEE) as of Q4 2022, up from 212 in Q3 2022.
  • Funds reported $1.47B of NV5 Global stock for Q4 2022, up 16% quarter-over-quarter.
  • 29 funds opened new NV5 Global positions in Q4 2022 and 11 closed out, a net change of +18 holders.
  • The largest NV5 Global buyer in Q4 2022 was Cooper Investors, an estimated $5.52M added.
  • The largest NV5 Global seller in Q4 2022 was Neumeier Poma Investment Counsel, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2022.