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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
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$206K -$23.7K -932 -11%
CL
152
CIM LLC
New York
$206K +$192K +7,548 New
LOIM
153
Liberty One Investment Management
Illinois
$197K -$6.2K -244 -3%
FA
154
Financial Avengers
California
$194K
US Bancorp
155
US Bancorp
Minnesota
$184K +$149K +5,872 +769%
ACM
156
Aquatic Capital Management
Illinois
$167K -$10.2K -400 -6%
AIP
157
Ameritas Investment Partners
Nebraska
$160K +$9.04K +356 +7%
EIM
158
Essex Investment Management
Massachusetts
$156K
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$133K -$238K -9,372 -66%
N
160
Natixis
France
$130K -$5.59K -220 -4%
AAP
161
Arax Advisory Partners
Colorado
$112K
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$90.8K
CA
163
Clearstead Advisors
Ohio
$77.8K -$71.1K -2,800 -50%
KBC Group
164
KBC Group
Belgium
$51K
PCM
165
Penserra Capital Management
California
$49K -$610 -24 -1%
SSG
166
Summit Securities Group
New York
$44K
FHA
167
First Horizon Advisors
Tennessee
$36K +$32.9K +1,296 New
QT
168
Quantbot Technologies
New York
$32K -$42.7K -1,680 -59%
CFGS
169
Concourse Financial Group Securities
Alabama
$25K +$1.63K +64 +8%
EWM
170
Evermay Wealth Management
Virginia
$22.2K
PS
171
Principal Securities
Iowa
$21.9K +$20K +788 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$19K -$11.2K -440 -39%
NS
173
NBC Securities
Alabama
$19K
QCG
174
Quadrant Capital Group
Ohio
$16.6K -$2.34K -92 -13%
TFIPS
175
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.2K +$11.2K +440 New

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.