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NVEE

NV5 Global

Delisted

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

213 hedge funds and large institutions have $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $1.46M

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

4.11% less ownership

Funds ownership: 296.85%292.74% (-4.1%)

7% less funds holding

Funds holding: 228213 (-15)

19% less capital invested

Capital invested by funds: $1.47B → $1.18B (-$286M)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

80% less funds holding in top 10

Funds holding in top 10: 102 (-8)

Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$975K +$122K +4,072 +12%
LPL Financial
102
LPL Financial
California
$951K +$103K +3,416 +10%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$886K -$17.4K -580 -2%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$867K -$124K -4,132 -11%
SEI Investments
105
SEI Investments
Pennsylvania
$866K -$130K -4,336 -12%
SG Americas Securities
106
SG Americas Securities
New York
$800K +$65.7K +2,188 +8%
AWM
107
AE Wealth Management
Kansas
$779K +$31.7K +1,056 +4%
YCM
108
Yousif Capital Management
Michigan
$767K -$111K -3,700 -11%
AIG
109
American International Group
New York
$761K +$4.92K +164 +0.6%
MIM
110
MetLife Investment Management
New Jersey
$747K
PRCP
111
Pacific Ridge Capital Partners
Oregon
$735K -$1.2K -40 -0.1%
New York State Teachers Retirement System (NYSTRS)
112
New York State Teachers Retirement System (NYSTRS)
New York
$713K +$168K +5,604 +26%
Barclays
113
Barclays
United Kingdom
$712K +$64.8K +2,160 +9%
HF
114
HRT Financial
New York
$705K +$814K +27,124 New
SO
115
STRS Ohio
Ohio
$675K
Citigroup
116
Citigroup
New York
$659K -$204K -6,796 -21%
ODIJL
117
One Day In July LLC
Vermont
$645K +$744K +24,800 New
SFI
118
Susquehanna Fundamental Investments
Pennsylvania
$618K -$200K -6,656 -22%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$614K +$102K +3,400 +17%
AB
120
Amalgamated Bank
New York
$607K -$50.9K -1,696 -7%
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$603K -$12K -400 -2%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$595K -$298K -9,920 -30%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$571K -$29.2K -972 -4%
Jane Street
124
Jane Street
New York
$561K -$144K -4,792 -18%
AQR Capital Management
125
AQR Capital Management
Connecticut
$556K +$28.7K +956 +5%

NVEE Hedge Fund Activity: Q1 2023 in Review

213 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2023, worth a combined $1.18B — down 19% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was VOYA Investment Management, adding an estimated $10.2M. The largest seller was Driehaus Capital Management, cutting an estimated $11.3M.

  • 213 institutional investors held NV5 Global (NVEE) as of Q1 2023, down from 228 in Q4 2022.
  • Funds reported $1.18B of NV5 Global stock for Q1 2023, down 19% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q1 2023 and 39 closed out, a net change of -12 holders.
  • The largest NV5 Global buyer in Q1 2023 was VOYA Investment Management, an estimated $10.2M added.
  • The largest NV5 Global seller in Q1 2023 was Driehaus Capital Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.