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NVEE

NV5 Global
NVEE

Delisted

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

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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: 194 → 204 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$63.7M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$22.5M
3
NTCM
Nine Ten Capital Management
Illinois
+$16.4M
4
TCM
Tributary Capital Management
Nebraska
+$12.7M
5
BlackRock
BlackRock
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.05M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.63M
3
N
Nuveen
North Carolina
-$3.79M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
51
Cruiser Capital Advisors
Connecticut
$3.05M – – –
IWC
52
Integrated Wealth Concepts
Massachusetts
$3M -$514K -20,216 -16%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.93M +$1.09M +42,716 +68%
ORI
54
Oak Ridge Investments
Illinois
$2.87M -$594K -23,380 -18%
CS
55
Credit Suisse
Switzerland
$2.86M +$136K +5,344 +5%
ACA
56
Anchor Capital Advisors
Massachusetts
$2.64M -$145K -5,692 -6%
CI
57
Cambiar Investors
Colorado
$2.6M – – –
Barclays
58
Barclays
United Kingdom
$2.44M +$1.56M +61,516 +234%
SBF
59
Sara-Bay Financial
Florida
$2.4M -$2.34M -92,144 -52%
AIMCA
60
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.38M +$162K +6,384 +8%
Wells Fargo
61
Wells Fargo
California
$2.36M +$275K +10,824 +15%
JP Morgan Chase
62
JP Morgan Chase
New York
$2.1M +$212K +8,332 +12%
CNAM
63
Campbell Newman Asset Management
Wisconsin
$1.97M +$7.21K +284 +0.4%
AAM
64
Advisors Asset Management
Colorado
$1.88M +$240K +9,448 +16%
UBS Group
65
UBS Group
Switzerland
$1.85M +$1.01M +39,704 +148%
Canada Life
66
Canada Life
Manitoba, Canada
$1.78M -$117K -4,616 -7%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.77M +$243K +9,564 +18%
Citadel Advisors
68
Citadel Advisors
Florida
$1.75M -$2.92M -114,800 -65%
CCA
69
Conestoga Capital Advisors
Pennsylvania
$1.74M +$63K +2,480 +4%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.73M +$47K +1,852 +3%
FG
71
Formula Growth
Quebec, Canada
$1.72M – – –
UBS AM
72
UBS AM
Illinois
$1.69M – – –
Prudential Financial
73
Prudential Financial
New Jersey
$1.67M +$32.1K +1,264 +2%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.67M -$50.7K -1,996 -3%
RG
75
Renaissance Group
Kentucky
$1.58M +$66K +2,600 +5%
1 2
3
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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.