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NVEE

NV5 Global

Delisted

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

208 hedge funds and large institutions have $1.19B invested in NV5 Global in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,508% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $88K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 204208 (+4)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

16% less capital invested

Capital invested by funds: $1.42B → $1.19B (-$232M)

16.35% less ownership

Funds ownership: 320.93%304.58% (-16%)

Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
65
Reduced
73
Closed
20
Calls
$1.42M
Puts
$88K
Net Calls
+$1.33M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Petrus Trust Company
Texas
$613K +$649K +25,004 New
YCM
102
Yousif Capital Management
Michigan
$564K -$58.7K -2,260 -9%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$560K +$104 +4 +0%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$551K -$29.5K -1,136 -5%
PRCP
105
Pacific Ridge Capital Partners
Oregon
$550K -$149K -5,756 -20%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$549K +$582K +22,400 New
SPS
107
Susquehanna Portfolio Strategies
Pennsylvania
$542K -$157K -6,060 -22%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$539K -$12.6K -484 -2%
Stifel Financial
109
Stifel Financial
Missouri
$510K -$46.9K -1,808 -8%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$508K +$26.9K +1,036 +5%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$503K +$94.2K +3,628 +21%
FNBOO
112
First National Bank of Omaha
Nebraska
$503K +$2.19M +84,500 +423%
QI
113
QV Investors
Alberta, Canada
$445K +$21.8K +840 +5%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$427K +$18.7K +720 +5%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$424K
ODIJL
116
One Day In July LLC
Vermont
$410K
SFI
117
Susquehanna Fundamental Investments
Pennsylvania
$404K +$428K +16,480 New
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$390K -$11.6M -447,904 -97%
ASRS
119
Arizona State Retirement System
Arizona
$385K -$6.85K -264 -2%
AB
120
Amalgamated Bank
New York
$383K -$178K -6,856 -30%
TIA
121
Tandem Investment Advisors
South Carolina
$379K +$34.4K +1,324 +9%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$375K
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$370K +$393K +15,120 New
II
124
Inspire Investing
Idaho
$357K +$20.5K +788 +6%
New York State Teachers Retirement System (NYSTRS)
125
New York State Teachers Retirement System (NYSTRS)
New York
$345K -$31.2K -1,200 -8%

NVEE Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2024, worth a combined $1.19B — down 16% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NVEE positions and 20 closed out — a net gain of 5 holders — while 65 added to existing stakes and 73 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 208 institutional investors held NV5 Global (NVEE) as of Q1 2024, up from 204 in Q4 2023.
  • Funds reported $1.19B of NV5 Global stock for Q1 2024, down 16% quarter-over-quarter.
  • 25 funds opened new NV5 Global positions in Q1 2024 and 20 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $21.9M added.
  • The largest NV5 Global seller in Q1 2024 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2024.