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NVEE

NV5 Global

Delisted

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

212 hedge funds and large institutions have $1.27B invested in NV5 Global in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

20% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$82.5M)

3% more funds holding

Funds holding: 205212 (+7)

1.35% more ownership

Funds ownership: 262.35%263.7% (+1.4%)

8% less call options, than puts

Call options by funds: $2.56M | Put options by funds: $2.79M

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
27
Increased
79
Reduced
66
Closed
18
Calls
$2.56M
Puts
$2.79M
Net Calls
-$224K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
101
Pathstone Family Office
New Jersey
$1.08M +$1.14M +34,992 New
SOADOR
102
State of Alaska Department of Revenue
Alaska
$1.07M -$53.3K -1,632 -5%
RWA
103
Redhawk Wealth Advisors
Minnesota
$1.06M +$1.12M +34,136 New
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$1.04M -$19.6K -600 -2%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$1.02M +$23.1K +708 +2%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$989K -$25.8K -788 -2%
SEI Investments
107
SEI Investments
Pennsylvania
$988K -$347K -10,612 -25%
AWM
108
AE Wealth Management
Kansas
$988K -$103K -3,152 -9%
Victory Capital Management
109
Victory Capital Management
Texas
$939K +$275K +8,428 +38%
Stifel Financial
110
Stifel Financial
Missouri
$937K -$47.4K -1,452 -5%
AIG
111
American International Group
New York
$907K +$15.4K +472 +2%
MIM
112
MetLife Investment Management
New Jersey
$890K +$20.9K +640 +2%
AQR Capital Management
113
AQR Capital Management
Connecticut
$887K -$76.6K -2,344 -8%
SO
114
STRS Ohio
Ohio
$879K +$366K +11,200 +65%
OAM
115
Oberweis Asset Management
Illinois
$842K +$536K +16,400 +152%
Citigroup
116
Citigroup
New York
$805K +$106K +3,244 +14%
Deutsche Bank
117
Deutsche Bank
Germany
$776K -$199K -6,096 -20%
AB
118
Amalgamated Bank
New York
$770K +$28.5K +872 +4%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$770K +$526K +16,096 +183%
LSERS
120
Louisiana State Employees Retirement System
Louisiana
$731K +$13.1K +400 +2%
TIA
121
Tandem Investment Advisors
South Carolina
$689K -$59.5K -1,820 -8%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$626K +$39.2K +1,200 +6%
EA
123
Ellsworth Advisors
Ohio
$608K -$22.9K -700 -3%
ETC
124
Exchange Traded Concepts
Oklahoma
$590K -$152K -4,652 -20%
TC
125
TownSquare Capital
Utah
$580K -$654 -20 -0.1%

NVEE Hedge Fund Activity: Q3 2022 in Review

212 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2022, worth a combined $1.27B — up 7% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVEE positions and 18 closed out — a net gain of 9 holders — while 79 added to existing stakes and 66 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $18M. The largest seller was Ashford Capital Management, cutting an estimated $10.3M.

  • 212 institutional investors held NV5 Global (NVEE) as of Q3 2022, up from 205 in Q2 2022.
  • Funds reported $1.27B of NV5 Global stock for Q3 2022, up 7% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q3 2022 and 18 closed out, a net change of +9 holders.
  • The largest NV5 Global buyer in Q3 2022 was T. Rowe Price Associates, an estimated $18M added.
  • The largest NV5 Global seller in Q3 2022 was Ashford Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2022.