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NVEE

NV5 Global
NVEE

Delisted

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

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194 hedge funds and large institutions have $1.12B invested in NV5 Global in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $837K | Put options by funds: $472K

0.67% less ownership

Funds ownership: 294.67% → 294% (-0.67%)

3% less funds holding

Funds holding: 199 → 194 (-5)

12% less capital invested

Capital invested by funds: $1.28B → $1.12B (-$158M)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
194
Holders Change
-5
Holders Change %
-2.51%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
65
Reduced
76
Closed
25
Calls
$837K
Puts
$472K
Net Calls
+$365K
Net Calls Change
-$1.46M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$39M
2
American Century Companies
American Century Companies
Missouri
+$16.2M
3
Bank of America
Bank of America
North Carolina
+$2.98M
4
EA
Emerald Advisers
Pennsylvania
+$2.93M
5
FAM
Fred Alger Management
New York
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.2M
2
Wells Fargo
Wells Fargo
California
-$8.38M
3
Goldman Sachs
Goldman Sachs
New York
-$3.6M
4
RIM
Reliant Investment Management
Tennessee
-$3.17M
5
BlackRock
BlackRock
New York
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$8.64M -$23.8K -924 -0.3%
Principal Financial Group
27
Principal Financial Group
Iowa
$6.96M -$210K -8,144 -3%
RA
28
Royce & Associates
New York
$5.52M – – –
Invesco
29
Invesco
Georgia
$4.47M -$668K -25,932 -12%
Ameriprise
30
Ameriprise
Minnesota
$4.4M -$453K -17,592 -9%
SBF
31
Sara-Bay Financial
Florida
$4.3M -$168K -6,528 -4%
Citadel Advisors
32
Citadel Advisors
Florida
$4.28M -$2.3M -89,064 -33%
SEI Investments
33
SEI Investments
Pennsylvania
$4.07M +$1.98M +76,728 +83%
SST
34
S Squared Technology
New York
$3.85M – – –
Ohio Public Employees Retirement System (OPERS)
35
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.79M +$3.2K +124 +0.1%
Legal & General Group
36
Legal & General Group
United Kingdom
$3.78M +$62.1K +2,408 +2%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$3.67M -$4.33K -168 -0.1%
FAM
38
Fred Alger Management
New York
$3.63M +$2.14M +83,156 +123%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.56M +$39.2K +1,520 +1%
Bank of America
40
Bank of America
North Carolina
$3.33M +$2.98M +115,580 +503%
Goldman Sachs
41
Goldman Sachs
New York
$3.15M -$3.6M -139,592 -52%
IWC
42
Integrated Wealth Concepts
Massachusetts
$3.08M +$508K +19,692 +18%
Axa
43
Axa
France
$3.08M – – –
CIS
44
Connors Investor Services
Pennsylvania
$3.05M -$25.5K -988 -0.8%
ORI
45
Oak Ridge Investments
Illinois
$3.04M -$25.7K -996 -0.8%
TFCM
46
Taylor Frigon Capital Management
Arizona
$3.01M +$17K +660 +0.5%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$2.99M -$979K -38,000 -23%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.99M +$72.2K +2,800 +2%
WC
49
Woodstock Corp
Massachusetts
$2.92M – – –
MHP
50
Manatuck Hill Partners
Connecticut
$2.89M – – –
1
2
3 4 5

NVEE Hedge Fund Activity: Q3 2023 in Review

194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2023, worth a combined $1.12B — down 12% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NVEE and 21 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was Fidelity Investments, cutting an estimated $17.2M.

  • 194 institutional investors held NV5 Global (NVEE) as of Q3 2023, down from 199 in Q2 2023.
  • Funds reported $1.12B of NV5 Global stock for Q3 2023, down 12% quarter-over-quarter.
  • 21 funds opened new NV5 Global positions in Q3 2023 and 25 closed out, a net change of -4 holders.
  • The largest NV5 Global buyer in Q3 2023 was Morgan Stanley, an estimated $39M added.
  • The largest NV5 Global seller in Q3 2023 was Fidelity Investments, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2023.