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NVEE

NV5 Global

Delisted

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

228 hedge funds and large institutions have $1.47B invested in NV5 Global in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

86% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $979K

33.15% more ownership

Funds ownership: 263.7%296.85% (+33%)

16% more capital invested

Capital invested by funds: $1.27B → $1.47B (+$199M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 212228 (+16)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
29
Increased
66
Reduced
91
Closed
11
Calls
$1.82M
Puts
$979K
Net Calls
+$846K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$178K -$51.4K -1,480 -22%
SOW
177
State of Wyoming
Wyoming
$153K +$7.79K +224 +5%
QT
178
Quantbot Technologies
New York
$152K -$174K -5,016 -52%
AIP
179
Ameritas Investment Partners
Nebraska
$148K +$8.62K +248 +6%
AAP
180
Arax Advisory Partners
Colorado
$133K
KBC Group
181
KBC Group
Belgium
$133K
VIA
182
Virtus Investment Advisers
Connecticut
$120K
ST
183
Sageworth Trust
Pennsylvania
$112K
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$110K +$8.48K +244 +8%
VI
185
Vestcor Inc
New Brunswick, Canada
$102K
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$81K
Dimensional Fund Advisors
187
Dimensional Fund Advisors
Texas
$61.1K -$315K -9,056 -0.5%
C
188
Covestor
United Kingdom
$60K +$62.4K +1,796 +22,450%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$53.1K +$973 +28 +2%
GWM
190
Geneos Wealth Management
Colorado
$37K
CFGS
191
Concourse Financial Group Securities
Alabama
$28.1K -$5.56K -160 -16%
KTC
192
Kistler-Tiffany Companies
Pennsylvania
$23.7K
TRCT
193
Tower Research Capital (TRC)
New York
$23K -$321K -9,228 -93%
AS
194
Altshuler Shaham
Israel
$18.4K +$19.3K +556 New
PA
195
Parallel Advisors
California
$17.1K
OIS
196
Okabena Investment Services
Minnesota
$16.3K -$116K -3,324 -87%
ASN
197
Advisory Services Network
Georgia
$14.2K +$14.9K +428 New
CLOS
198
Compagnie Lombard Odier SCmA
Switzerland
$11K
SWA
199
Sutton Wealth Advisors
Florida
$9.79K +$9.46K +272 +1,133%
QCG
200
Quadrant Capital Group
Ohio
$8.07K +$7.51K +216 +771%

NVEE Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2022, worth a combined $1.47B — up 16% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVEE positions and 11 closed out — a net gain of 18 holders — while 66 added to existing stakes and 91 trimmed.

The largest buyer was Cooper Investors, opening a new position worth an estimated $5.52M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $9.24M.

  • 228 institutional investors held NV5 Global (NVEE) as of Q4 2022, up from 212 in Q3 2022.
  • Funds reported $1.47B of NV5 Global stock for Q4 2022, up 16% quarter-over-quarter.
  • 29 funds opened new NV5 Global positions in Q4 2022 and 11 closed out, a net change of +18 holders.
  • The largest NV5 Global buyer in Q4 2022 was Cooper Investors, an estimated $5.52M added.
  • The largest NV5 Global seller in Q4 2022 was Neumeier Poma Investment Counsel, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2022.