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NVEE

NV5 Global

Delisted

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

204 hedge funds and large institutions have $1.42B invested in NV5 Global in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

26.93% more ownership

Funds ownership: 294%320.93% (+27%)

26% more capital invested

Capital invested by funds: $1.12B → $1.42B (+$294M)

5% more funds holding

Funds holding: 194204 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
64
Reduced
72
Closed
21
Calls
$189K
Puts
Net Calls
+$189K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tributary Capital Management
Nebraska
$13.9M +$12.7M +499,984 New
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$12.9M -$5.05M -198,900 -30%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$11.9M -$89.2K -3,512 -0.8%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.06M +$12.3K +484 +0.2%
RA
30
Royce & Associates
New York
$6.33M -$40.6K -1,600 -0.7%
N
31
Nuveen
North Carolina
$5.83M -$3.79M -149,160 -42%
Ameriprise
32
Ameriprise
Minnesota
$4.74M -$303K -11,912 -7%
SEI Investments
33
SEI Investments
Pennsylvania
$4.7M -$203 -8 -0%
Goldman Sachs
34
Goldman Sachs
New York
$4.67M +$948K +37,332 +29%
Invesco
35
Invesco
Georgia
$4.61M -$506K -19,904 -11%
SST
36
S Squared Technology
New York
$4.45M
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.38M +$3.35K +132 +0.1%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$4.32M +$186K +7,312 +5%
Legal & General Group
39
Legal & General Group
United Kingdom
$4.29M -$62.1K -2,444 -2%
FAM
40
Fred Alger Management
New York
$4.05M -$125K -4,920 -3%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$3.86M -$346K -13,628 -9%
Bank of America
42
Bank of America
North Carolina
$3.7M -$135K -5,324 -4%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.67M +$1.62M +63,852 +94%
CIS
44
Connors Investor Services
Pennsylvania
$3.6M +$61.8K +2,432 +2%
Axa
45
Axa
France
$3.56M
TFCM
46
Taylor Frigon Capital Management
Arizona
$3.43M -$37.3K -1,468 -1%
WC
47
Woodstock Corp
Massachusetts
$3.32M -$46.7K -1,840 -2%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$3.23M -$119K -4,684 -4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.13M -$295K -11,600 -9%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$3.08M +$504K +19,828 +22%

NVEE Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2023, worth a combined $1.42B — up 26% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NVEE positions and 21 closed out — a net gain of 12 holders — while 64 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $5.05M.

  • 204 institutional investors held NV5 Global (NVEE) as of Q4 2023, up from 194 in Q3 2023.
  • Funds reported $1.42B of NV5 Global stock for Q4 2023, up 26% quarter-over-quarter.
  • 33 funds opened new NV5 Global positions in Q4 2023 and 21 closed out, a net change of +12 holders.
  • The largest NV5 Global buyer in Q4 2023 was Morgan Stanley, an estimated $63.7M added.
  • The largest NV5 Global seller in Q4 2023 was T. Rowe Price Associates, an estimated $5.05M sold.

Based on aggregated 13F filings for Q4 2023.