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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
SPS
101
Susquehanna Portfolio Strategies
Pennsylvania
$782K +$715K +28,164 New
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$711K -$10.2K -400 -2%
YCM
103
Yousif Capital Management
Michigan
$702K -$42.2K -1,660 -6%
Squarepoint
104
Squarepoint
New York
$664K +$30.9K +1,216 +5%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$657K +$601K +23,656 New
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$657K
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$649K +$286K +11,248 +93%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$635K -$508 -20 -0.1%
Stifel Financial
109
Stifel Financial
Missouri
$628K -$21.6K -852 -4%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$626K +$102K +4,004 +22%
AB
111
Amalgamated Bank
New York
$625K -$5.38K -212 -0.9%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$625K +$3.96K +156 +0.7%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$621K +$508 +20 +0.1%
FNBOO
114
First National Bank of Omaha
Nebraska
$555K +$507K +19,968 New
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$547K +$500K +19,688 New
TRCT
116
Tower Research Capital (TRC)
New York
$532K +$448K +17,620 +1,138%
MSRPS
117
Maryland State Retirement & Pension System
Maryland
$514K -$6.1K -240 -1%
QI
118
QV Investors
Alberta, Canada
$481K -$2.03K -80 -0.5%
AAM
119
Azzad Asset Management
Virginia
$477K +$436K +17,180 New
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$470K -$325K -12,780 -43%
ODIJL
121
One Day In July LLC
Vermont
$465K -$96.8K -3,812 -19%
ASRS
122
Arizona State Retirement System
Arizona
$444K -$2.74K -108 -0.7%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$436K
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$428K +$25.5K +1,004 +7%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$425K

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.