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
SOW
151
State of Wyoming
Wyoming
$220K +$9.24K +396 +4%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$214K
QT
153
Quantbot Technologies
New York
$208K -$92K -3,940 -31%
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$204K +$205K +8,776 New
CTC
155
Cetera Trust Company
Minnesota
$193K
MCM
156
Manchester Capital Management
Vermont
$190K
OCM
157
Orion Capital Management
California
$177K -$37.3K -1,600 -17%
Amundi
158
Amundi
France
$175K +$178K +7,636 New
LOIM
159
Liberty One Investment Management
Illinois
$161K -$26.1K -1,120 -14%
FA
160
Financial Avengers
California
$158K
ACM
161
Aquatic Capital Management
Illinois
$149K -$168K -7,200 -53%
EC
162
EntryPoint Capital
New York
$148K +$128K +5,500 +625%
AIP
163
Ameritas Investment Partners
Nebraska
$134K
EIM
164
Essex Investment Management
Massachusetts
$130K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$116K -$145K -6,212 -55%
Osaic Holdings
166
Osaic Holdings
Arizona
$115K -$27.3K -1,168 -19%
N
167
Natixis
France
$105K -$2.9K -124 -3%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$89.7K
AAP
169
Arax Advisory Partners
Colorado
$84K -$9.52K -408 -10%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$78.1K -$17.5M -750,616 -100%
CA
171
Clearstead Advisors
Ohio
$65.1K
PCM
172
Penserra Capital Management
California
$63K +$7.56K +324 +14%
IC
173
Innealta Capital
Texas
$43.5K +$43.7K +1,872 New
KBC Group
174
KBC Group
Belgium
$43K
EWM
175
Evermay Wealth Management
Virginia
$18.6K

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.