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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
RIM
51
Reliant Investment Management
Tennessee
$3.17M -$80.5K -3,280 -3%
CS
52
Credit Suisse
Switzerland
$3.09M -$202K -8,232 -7%
SC
53
Skylands Capital
Wisconsin
$3.07M +$920K +37,500 +51%
CCA
54
Cruiser Capital Advisors
Connecticut
$3.04M -$92.7K -3,780 -3%
IWC
55
Integrated Wealth Concepts
Massachusetts
$3M -$237K -9,664 -8%
State of New Jersey Common Pension Fund D
56
State of New Jersey Common Pension Fund D
New Jersey
$2.93M +$758K +30,912 +41%
ACA
57
Anchor Capital Advisors
Massachusetts
$2.84M +$34.6K +1,412 +1%
SEI Investments
58
SEI Investments
Pennsylvania
$2.56M +$1.45M +58,976 +177%
HF
59
HRT Financial
New York
$2.51M +$1.56M +63,636 +235%
Marshall Wace
60
Marshall Wace
United Kingdom
$2.51M +$2.22M +90,640 New
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.47M +$40.5K +1,652 +2%
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$2.42M +$47.8K +1,948 +2%
CI
63
Cambiar Investors
Colorado
$2.33M +$2.06M +84,004 New
AIMCA
64
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.29M +$543K +22,116 +36%
JP Morgan Chase
65
JP Morgan Chase
New York
$2.08M +$197K +8,040 +12%
CNAM
66
Campbell Newman Asset Management
Wisconsin
$1.99M +$38.3K +1,560 +2%
FG
67
Formula Growth
Quebec, Canada
$1.94M -$196K -8,000 -10%
FAM
68
Fred Alger Management
New York
$1.87M +$1.66M +67,580 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.86M +$17.1K +696 +1%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$1.78M +$532K +21,668 +51%
Prudential Financial
71
Prudential Financial
New Jersey
$1.71M +$330K +13,440 +28%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$1.7M +$1.51M +61,500 New
EP
73
Edgestream Partners
New Jersey
$1.69M +$1.5M +61,008 New
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.68M -$40.4K -1,648 -3%
Jane Street
75
Jane Street
New York
$1.66M +$945K +38,504 +178%

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.