We are live on ! Find out more
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
ODIJL
126
One Day In July LLC
Vermont
$389K
CG
127
Cynosure Group
Utah
$385K +$93.3K +3,996 +32%
AAS
128
Avantax Advisory Services
Texas
$375K +$377K +16,148 New
ASRS
129
Arizona State Retirement System
Arizona
$373K +$7.19K +308 +2%
AB
130
Amalgamated Bank
New York
$363K -$747 -32 -0.2%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$355K
TIA
132
Tandem Investment Advisors
South Carolina
$351K -$8.96K -384 -2%
II
133
Inspire Investing
Idaho
$349K +$10.7K +460 +3%
TRCT
134
Tower Research Capital (TRC)
New York
$345K +$216K +9,240 +164%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$344K +$72.8K +3,120 +27%
P
136
Pitcairn
Pennsylvania
$339K +$30.9K +1,324 +10%
New York State Teachers Retirement System (NYSTRS)
137
New York State Teachers Retirement System (NYSTRS)
New York
$327K
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$322K +$15.6K +668 +5%
VI
139
Versor Investments
New York
$316K
UM
140
UniSuper Management
Australia
$313K
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$307K +$308K +13,188 New
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$291K -$28K -1,200 -9%
PP
143
Paloma Partners
Connecticut
$280K +$282K +12,060 New
FHA
144
First Horizon Advisors
Tennessee
$276K +$236K +10,108 +577%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$271K +$17.7K +760 +7%
US Bancorp
146
US Bancorp
Minnesota
$270K +$47.9K +2,052 +21%
Walleye Capital
147
Walleye Capital
New York
$267K +$268K +11,488 New
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$259K +$3.46K +148 +1%
Franklin Resources
149
Franklin Resources
California
$258K +$32.2K +1,380 +14%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$223K +$67.8K +2,904 +43%

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.