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NVEE

NV5 Global

Delisted

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

212 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

2% more funds holding

Funds holding: 208212 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.19B → $1.13B (-$58M)

4.11% less ownership

Funds ownership: 304.58%300.47% (-4.1%)

25% less call options, than puts

Call options by funds: $966K | Put options by funds: $1.29M

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
75
Reduced
60
Closed
25
Calls
$966K
Puts
$1.29M
Net Calls
-$326K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$1.24M -$293K -12,572 -19%
Marshall Wace
77
Marshall Wace
United Kingdom
$1.23M +$1.24M +53,032 New
Victory Capital Management
78
Victory Capital Management
Texas
$1.23M -$2.05K -88 -0.2%
LTAS
79
Linden Thomas Advisory Services
North Carolina
$1.19M +$23.3K +996 +2%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M +$88.5K +3,792 +8%
Citigroup
81
Citigroup
New York
$1.17M +$367K +15,720 +45%
SG Americas Securities
82
SG Americas Securities
New York
$1.17M +$954K +40,852 +439%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$1.16M
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$1.02M +$735K +31,488 +255%
AIMCA
85
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.01M -$982K -42,052 -49%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$997K -$28.9K -1,236 -3%
Comerica Bank
87
Comerica Bank
Texas
$984K -$45.4K -1,944 -4%
LPL Financial
88
LPL Financial
California
$886K -$8.68K -372 -1%
Allianz Asset Management
89
Allianz Asset Management
Germany
$865K +$868K +37,200 New
SC
90
Skylands Capital
Wisconsin
$841K -$338K -14,500 -29%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$821K -$69.2K -2,964 -8%
SFI
92
Susquehanna Fundamental Investments
Pennsylvania
$792K +$411K +17,616 +107%
MIM
93
MetLife Investment Management
New Jersey
$766K +$98.8K +4,232 +15%
CF
94
Corebridge Financial
Texas
$765K +$768K +32,904 New
Neuberger Berman Group
95
Neuberger Berman Group
New York
$743K +$66.1K +2,832 +10%
SOADOR
96
State of Alaska Department of Revenue
Alaska
$705K -$15.2K -652 -2%
AAM
97
Azzad Asset Management
Virginia
$697K +$20.3K +868 +3%
MFS
98
Mirabella Financial Services
United Kingdom
$686K +$689K +29,512 New
HF
99
HRT Financial
New York
$683K +$687K +29,424 New
TPI
100
Trust Point Inc
Wisconsin
$669K +$21.8K +936 +3%

NVEE Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2024, worth a combined $1.13B — down 4.9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NVEE positions and 25 closed out — a net gain of 5 holders — while 75 added to existing stakes and 60 trimmed.

The largest buyer was Swedbank, adding an estimated $7M. The largest seller was Morgan Stanley, cutting an estimated $37.2M.

  • 212 institutional investors held NV5 Global (NVEE) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $1.13B of NV5 Global stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new NV5 Global positions in Q2 2024 and 25 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q2 2024 was Swedbank, an estimated $7M added.
  • The largest NV5 Global seller in Q2 2024 was Morgan Stanley, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.