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NVEE

NV5 Global

Delisted

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

201 hedge funds and large institutions have $1.34B invested in NV5 Global in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

72% more call options, than puts

Call options by funds: $5.46M | Put options by funds: $3.19M

7% more funds holding

Funds holding: 188201 (+13)

5% less capital invested

Capital invested by funds: $1.41B → $1.34B (-$73.7M)

7.33% less ownership

Funds ownership: 267.32%259.99% (-7.3%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 83

Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
29
Increased
59
Reduced
83
Closed
15
Calls
$5.46M
Puts
$3.19M
Net Calls
+$2.28M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$24K -$20.7K -704 -49%
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$24K
UB
178
UMB Bank
Missouri
$19K
Baillie Gifford & Co
179
Baillie Gifford & Co
United Kingdom
$18K
IA
180
IFP Advisors
Florida
$17K +$4.12K +140 New
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$14K +$2.47K +84 +24%
SWM
182
Sugarloaf Wealth Management
Georgia
$13K
CLOS
183
Compagnie Lombard Odier SCmA
Switzerland
$11K
PFS
184
Prospera Financial Services
Texas
$8K +$7.05K +240 New
Simplex Trading
185
Simplex Trading
Illinois
$7K -$56K -1,904 -90%
KFI
186
Key Financial Inc
Pennsylvania
$7K +$5.88K +200 New
SPIA
187
Steward Partners Investment Advisory
New York
$5K
TWA
188
TCI Wealth Advisors
Arizona
$5K
Bessemer Group
189
Bessemer Group
New Jersey
$5K +$4.82K +164 New
WPA
190
West Paces Advisors
Georgia
$4.53K
QCG
191
Quadrant Capital Group
Ohio
$1K
TFGT
192
TS Financial Group (TSFG)
Illinois
$1K
MAM
193
Meeder Asset Management
Ohio
$1K +$470 +16 New
MCC
194
Money Concepts Capital
Florida
$1K +$470 +16 New
SWA
195
Sutton Wealth Advisors
Florida
$800 +$353 +12 +100%
PCM
196
Prelude Capital Management
New York
-$1.57M -45,588 Closed
VF
197
Virtu Financial
New York
-$436K -12,624 Closed
MGIA
198
Moneta Group Investment Advisors
Missouri
-$383K -11,092 Closed
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
-$275K -7,984 Closed
Brown Advisory
200
Brown Advisory
Maryland
-$240K -6,956 Closed

NVEE Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2022, worth a combined $1.34B — down 5.2% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVEE positions and 15 closed out — a net gain of 14 holders — while 59 added to existing stakes and 83 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $6.14M. The largest seller was Invesco, cutting an estimated $15.7M.

  • 201 institutional investors held NV5 Global (NVEE) as of Q1 2022, up from 188 in Q4 2021.
  • Funds reported $1.34B of NV5 Global stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 29 funds opened new NV5 Global positions in Q1 2022 and 15 closed out, a net change of +14 holders.
  • The largest NV5 Global buyer in Q1 2022 was Lord, Abbett & Co, an estimated $6.14M added.
  • The largest NV5 Global seller in Q1 2022 was Invesco, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2022.