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NVEE

NV5 Global

Delisted

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

199 hedge funds and large institutions have $1.28B invested in NV5 Global in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,539% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $33K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$101M)

1.93% more ownership

Funds ownership: 292.74%294.67% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 72

7% less funds holding

Funds holding: 213199 (-14)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
75
Reduced
72
Closed
39
Calls
$1.86M
Puts
$33K
Net Calls
+$1.83M
Net Calls Change
+$966K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
Manchester Capital Management
Vermont
$226K
FA
152
Financial Avengers
California
$223K
LOIM
153
Liberty One Investment Management
Illinois
$223K +$392 +16 +0.2%
Osaic Holdings
154
Osaic Holdings
Arizona
$210K -$18.3K -744 -9%
CL
155
CIM LLC
New York
$204K +$180K +7,352 New
TRCT
156
Tower Research Capital (TRC)
New York
$196K +$127K +5,164 +271%
EIM
157
Essex Investment Management
Massachusetts
$188K
SOW
158
State of Wyoming
Wyoming
$155K +$25.8K +1,052 +23%
N
159
Natixis
France
$136K -$120K -4,912 -50%
AIP
160
Ameritas Investment Partners
Nebraska
$120K
AAP
161
Arax Advisory Partners
Colorado
$111K
KBC Group
162
KBC Group
Belgium
$111K
SSG
163
Summit Securities Group
New York
$111K +$98.1K +4,000 New
PCM
164
Penserra Capital Management
California
$109K +$84.9K +3,460 +709%
MLICM
165
Metropolitan Life Insurance Company (MetLife)
New York
$83.1K
CA
166
Clearstead Advisors
Ohio
$77.5K +$68.7K +2,800 New
GGHC
167
Gilder Gagnon Howe & Co
New York
$71.3K +$63.2K +2,576 New
CG
168
Cutler Group
California
$44K +$39.2K +1,600 New
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$39.1K +$20.7K +844 +149%
C
170
Covestor
United Kingdom
$32K -$22.1K -900 -44%
GWM
171
Geneos Wealth Management
Colorado
$31K
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$30.5K +$6.67K +272 +33%
US Bancorp
173
US Bancorp
Minnesota
$29.8K -$121K -4,924 -82%
CFGS
174
Concourse Financial Group Securities
Alabama
$23.1K +$1.57K +64 +8%
EWM
175
Evermay Wealth Management
Virginia
$22.2K +$19.6K +800 New

NVEE Hedge Fund Activity: Q2 2023 in Review

199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2023, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 72 trimmed existing stakes and 75 added.

The largest buyer was American Century Companies, adding an estimated $17.5M. The largest seller was Invesco, cutting an estimated $14.4M.

  • 199 institutional investors held NV5 Global (NVEE) as of Q2 2023, down from 213 in Q1 2023.
  • Funds reported $1.28B of NV5 Global stock for Q2 2023, up 8.5% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q2 2023 and 39 closed out, a net change of -12 holders.
  • The largest NV5 Global buyer in Q2 2023 was American Century Companies, an estimated $17.5M added.
  • The largest NV5 Global seller in Q2 2023 was Invesco, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2023.