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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
CCA
76
Conestoga Capital Advisors
Pennsylvania
$1.66M
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$1.46M +59,664 +29,247%
UBS Group
78
UBS Group
Switzerland
$1.65M +$322K +13,136 +28%
Verition Fund Management
79
Verition Fund Management
Connecticut
$1.64M +$1.46M +59,380 New
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M +$101K +4,100 +8%
SRAM
81
Spouting Rock Asset Management
Pennsylvania
$1.55M -$26.3K -1,072 -2%
AI
82
Axiom Investors
Connecticut
$1.55M -$1.39M -56,504 -50%
Mawer Investment Management
83
Mawer Investment Management
Alberta, Canada
$1.54M -$384K -15,656 -22%
Millennium Management
84
Millennium Management
New York
$1.53M +$936K +38,140 +221%
UBS AM
85
UBS AM
Illinois
$1.52M
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$1.5M -$523K -21,340 -28%
RG
87
Renaissance Group
Kentucky
$1.48M +$32.5K +1,324 +3%
AAM
88
Advisors Asset Management
Colorado
$1.47M -$85.7K -3,492 -6%
BFM
89
Boothbay Fund Management
New York
$1.46M +$1.29M +52,612 New
LTAS
90
Linden Thomas Advisory Services
North Carolina
$1.39M +$1.23M +50,112 New
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.33M -$30.9K -1,260 -3%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$1.24M -$986K -40,192 -47%
TPSF
93
Texas Permanent School Fund
Texas
$1.23M -$9.71K -396 -0.9%
Canada Life
94
Canada Life
Manitoba, Canada
$1.22M -$94K -3,832 -8%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$1.2M -$20.1K -820 -2%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$1.57K -64 -0.1%
Citigroup
97
Citigroup
New York
$1.14M +$390K +15,896 +63%
SCP
98
Seizert Capital Partners
Michigan
$1.11M -$56.4K -2,300 -5%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$1.04M +$1.08K +44 +0.1%
BHCM
100
Boulder Hill Capital Management
New York
$964K +$854K +34,800 New

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.