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NVEE

NV5 Global

Delisted

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

201 hedge funds and large institutions have $1.34B invested in NV5 Global in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

72% more call options, than puts

Call options by funds: $5.46M | Put options by funds: $3.19M

7% more funds holding

Funds holding: 188201 (+13)

5% less capital invested

Capital invested by funds: $1.41B → $1.34B (-$73.7M)

7.33% less ownership

Funds ownership: 267.32%259.99% (-7.3%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 83

Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
29
Increased
59
Reduced
83
Closed
15
Calls
$5.46M
Puts
$3.19M
Net Calls
+$2.28M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$1.54M +$140K +4,752 +11%
TPWM
77
Twelve Points Wealth Management
Massachusetts
$1.54M -$135K -4,600 -9%
YCM
78
Yousif Capital Management
Michigan
$1.52M -$32.9K -1,120 -2%
PRCP
79
Pacific Ridge Capital Partners
Oregon
$1.5M
RJFSA
80
Raymond James Financial Services Advisors
Florida
$1.48M -$1.5M -50,904 -53%
Assenagon Asset Management
81
Assenagon Asset Management
Luxembourg
$1.47M
SCM
82
Sandler Capital Management
New York
$1.44M +$115K +3,920 +10%
Citigroup
83
Citigroup
New York
$1.43M +$65.1K +2,216 +5%
Canada Life
84
Canada Life
Manitoba, Canada
$1.4M
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.36M +$149K +5,084 +14%
Allspring Global Investments
86
Allspring Global Investments
North Carolina
$1.35M -$431K -14,664 -27%
AQR Capital Management
87
AQR Capital Management
Connecticut
$1.33M -$512K -17,428 -30%
Barclays
88
Barclays
United Kingdom
$1.31M -$852K -28,972 -42%
MAM
89
Morse Asset Management
Connecticut
$1.3M -$181K -6,160 -14%
Comerica Bank
90
Comerica Bank
Texas
$1.29M -$32.9K -1,120 -3%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.29M +$1.76K +60 +0.2%
JP Morgan Chase
92
JP Morgan Chase
New York
$1.28M +$16.6K +564 +1%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.27M +$9.64K +328 +0.9%
LSC
94
Lyon Street Capital
California
$1.19M
Stifel Financial
95
Stifel Financial
Missouri
$1.17M -$133K -4,512 -11%
AWM
96
AE Wealth Management
Kansas
$1.17M +$21.8K +740 +2%
AAM
97
Advisors Asset Management
Colorado
$1.15M +$98.9K +3,364 +11%
LPL Financial
98
LPL Financial
California
$1.15M -$1.49M -50,608 -59%
SGI
99
Summit Global Investments
Utah
$1.15M +$1.01M +34,400 New
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$1.14M +$565K +19,220 +128%

NVEE Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2022, worth a combined $1.34B — down 5.2% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVEE positions and 15 closed out — a net gain of 14 holders — while 59 added to existing stakes and 83 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $6.14M. The largest seller was Invesco, cutting an estimated $15.7M.

  • 201 institutional investors held NV5 Global (NVEE) as of Q1 2022, up from 188 in Q4 2021.
  • Funds reported $1.34B of NV5 Global stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 29 funds opened new NV5 Global positions in Q1 2022 and 15 closed out, a net change of +14 holders.
  • The largest NV5 Global buyer in Q1 2022 was Lord, Abbett & Co, an estimated $6.14M added.
  • The largest NV5 Global seller in Q1 2022 was Invesco, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2022.