We are live on ! Find out more
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
SC
76
Skylands Capital
Wisconsin
$1.54M -$1.1M -43,340 -44%
N
77
Numerai
California
$1.42M -$1.16M -45,648 -47%
First Trust Advisors
78
First Trust Advisors
Illinois
$1.41M +$489K +19,244 +61%
LTAS
79
Linden Thomas Advisory Services
North Carolina
$1.37M -$14.3K -564 -1%
Victory Capital Management
80
Victory Capital Management
Texas
$1.37M +$638K +25,120 +104%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.32M +$31.6K +1,244 +3%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.32M -$504K -19,856 -29%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.26M -$30.2K -1,188 -3%
Comerica Bank
84
Comerica Bank
Texas
$1.25M +$71.9K +2,832 +7%
SRAM
85
Spouting Rock Asset Management
Pennsylvania
$1.24M +$134K +5,268 +13%
TPSF
86
Texas Permanent School Fund
Texas
$1.22M +$19.2K +756 +2%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.09M +$471K +18,548 +90%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$92.6K -3,644 -9%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$1.04M -$232K -9,144 -20%
AWM
90
AE Wealth Management
Kansas
$911K +$61.6K +2,424 +8%
Citigroup
91
Citigroup
New York
$899K +$301K +11,868 +58%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$871K -$331K -13,032 -29%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$869K -$9.25K -364 -1%
AIG
94
American International Group
New York
$835K +$2.03K +80 +0.3%
LPL Financial
95
LPL Financial
California
$822K +$114K +4,480 +18%
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$810K -$15.2K -600 -2%
MIM
97
MetLife Investment Management
New Jersey
$798K
Fiera Capital (Canada)
98
Fiera Capital (Canada)
Quebec, Canada
$791K -$656K -25,840 -48%
PRCP
99
Pacific Ridge Capital Partners
Oregon
$784K
Deutsche Bank
100
Deutsche Bank
Germany
$783K -$14.4K -568 -2%

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.