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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
MCM
151
Manchester Capital Management
Vermont
$200K
LOIM
152
Liberty One Investment Management
Illinois
$197K +$24.8K +956 +13%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$164K -$432K -16,644 -71%
FA
154
Financial Avengers
California
$163K -$5.19K -200 -3%
Osaic Holdings
155
Osaic Holdings
Arizona
$149K -$179K -6,900 -53%
AIP
156
Ameritas Investment Partners
Nebraska
$141K
TRCT
157
Tower Research Capital (TRC)
New York
$138K -$352K -13,544 -71%
EIM
158
Essex Investment Management
Massachusetts
$137K
N
159
Natixis
France
$113K -$1.14K -44 -0.9%
AAP
160
Arax Advisory Partners
Colorado
$98.6K
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$94.6K -$24.2K -932 -19%
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$72.1K -$8.41K -324 -10%
CA
163
Clearstead Advisors
Ohio
$66.6K
PCM
164
Penserra Capital Management
California
$58K +$15.9K +612 +34%
KBC Group
165
KBC Group
Belgium
$45K
FHA
166
First Horizon Advisors
Tennessee
$42.9K +$11.8K +456 +35%
SSG
167
Summit Securities Group
New York
$39K
EC
168
EntryPoint Capital
New York
$21.6K +$22.8K +880 New
EWM
169
Evermay Wealth Management
Virginia
$19.6K
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$17.4K +$727 +28 +4%
PS
171
Principal Securities
Iowa
$17.3K -$2.18K -84 -11%
NS
172
NBC Securities
Alabama
$17K
Simplex Trading
173
Simplex Trading
Illinois
$13K +$14K +540 New
UB
174
UMB Bank
Missouri
$11.5K +$831 +32 +7%
TFIPS
175
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.8K

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.