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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
N
26
Nuveen
North Carolina
$9.86M +$276K +9,192 +2%
Swedbank
27
Swedbank
Sweden
$9.36M +$1.2M +40,000 +13%
Principal Financial Group
28
Principal Financial Group
Iowa
$8M -$942K -31,372 -9%
DCM
29
Driehaus Capital Management
Illinois
$6.65M -$11.3M -376,184 -60%
RA
30
Royce & Associates
New York
$6.17M -$84K -2,800 -1%
Ameriprise
31
Ameriprise
Minnesota
$5.48M -$238K -7,944 -4%
Goldman Sachs
32
Goldman Sachs
New York
$4.97M +$1.62M +54,000 +39%
SBF
33
Sara-Bay Financial
Florida
$4.88M -$380K -12,676 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$4.72M -$1.26M -42,024 -19%
SST
35
S Squared Technology
New York
$4.16M +$1.2M +40,000 +33%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.08M +$3K +100 +0.1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.79M +$201K +6,696 +5%
Axa
38
Axa
France
$3.74M +$4.32M +144,000 New
Russell Investments Group
39
Russell Investments Group
United Kingdom
$3.63M -$5.83M -194,316 -58%
PM
40
Pembroke Management
Quebec, Canada
$3.56M -$327K -10,908 -7%
ORI
41
Oak Ridge Investments
Illinois
$3.49M -$235K -7,836 -6%
Legal & General Group
42
Legal & General Group
United Kingdom
$3.33M +$178K +5,932 +5%
WC
43
Woodstock Corp
Massachusetts
$3.16M
CS
44
Credit Suisse
Switzerland
$3.12M +$889K +29,632 +33%
IWC
45
Integrated Wealth Concepts
Massachusetts
$3.07M +$3.54M +118,112 New
RIM
46
Reliant Investment Management
Tennessee
$3.06M -$274K -9,140 -7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.96M -$408K -13,600 -11%
CCA
48
Cruiser Capital Advisors
Connecticut
$2.95M
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.95M +$19.8K +660 +0.6%
AI
50
Axiom Investors
Connecticut
$2.92M -$1.29M -43,064 -28%

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.