We are live on ! Find out more
NVEE

NV5 Global

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+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: 213199 (-14)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
75
Reduced
72
Closed
39
Calls
$1.86M
Puts
$33K
Net Calls
+$1.83M
Net Calls Change
+$966K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$11.1M -$2.56M -104,320 -21%
N
27
Nuveen
North Carolina
$9.97M -$481K -19,608 -5%
Principal Financial Group
28
Principal Financial Group
Iowa
$8.24M -$247K -10,068 -3%
Goldman Sachs
29
Goldman Sachs
New York
$7.49M +$1.95M +79,292 +41%
Citadel Advisors
30
Citadel Advisors
Florida
$7.39M +$6.54M +266,708 +91,338%
RA
31
Royce & Associates
New York
$6.35M -$196K -8,000 -3%
Invesco
32
Invesco
Georgia
$5.86M -$14.4M -587,168 -73%
Ameriprise
33
Ameriprise
Minnesota
$5.55M -$261K -10,660 -5%
SBF
34
Sara-Bay Financial
Florida
$5.13M -$61.4K -2,504 -1%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$4.5M +$1.79M +72,836 +81%
SST
36
S Squared Technology
New York
$4.44M
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.35M +$3.34K +136 +0.1%
Legal & General Group
38
Legal & General Group
United Kingdom
$4.28M +$644K +26,252 +20%
N
39
Numerai
California
$4.23M +$2.34M +95,308 +166%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$4.23M +$314K +12,816 +9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$4.06M +$21K +856 +0.6%
CIS
42
Connors Investor Services
Pennsylvania
$3.55M +$524K +21,344 +20%
Axa
43
Axa
France
$3.54M -$392K -16,000 -11%
ORI
44
Oak Ridge Investments
Illinois
$3.53M -$163K -6,648 -5%
TFCM
45
Taylor Frigon Capital Management
Arizona
$3.44M +$579K +23,620 +23%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.37M +$186K +7,600 +7%
WC
47
Woodstock Corp
Massachusetts
$3.36M
Nordea Investment Management
48
Nordea Investment Management
Sweden
$3.32M +$727K +29,620 +34%
MHP
49
Manatuck Hill Partners
Connecticut
$3.32M +$2.94M +120,000 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.18M +$28.9K +1,180 +1%

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.