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NVEE

NV5 Global

Delisted

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

213 hedge funds and large institutions have $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $1.46M

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

4.11% less ownership

Funds ownership: 296.85%292.74% (-4.1%)

7% less funds holding

Funds holding: 228213 (-15)

19% less capital invested

Capital invested by funds: $1.47B → $1.18B (-$286M)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

80% less funds holding in top 10

Funds holding in top 10: 102 (-8)

Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
C
176
Covestor
United Kingdom
$54K +$7.92K +264 +15%
TRCT
177
Tower Research Capital (TRC)
New York
$49K +$36.1K +1,204 +172%
Point72 Asset Management
178
Point72 Asset Management
Connecticut
$31.4K +$36.3K +1,208 New
GWM
179
Geneos Wealth Management
Colorado
$29.1K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$24.4K +$25K +832 +770%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$22K -$48.4K -1,612 -66%
CFGS
182
Concourse Financial Group Securities
Alabama
$20.1K -$2.28K -76 -9%
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$18.6K
KM
184
Kalos Management
Georgia
$18.3K +$21.1K +704 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$14.8K -$31.1K -1,036 -65%
AS
186
Altshuler Shaham
Israel
$13.7K -$840 -28 -5%
OIS
187
Okabena Investment Services
Minnesota
$12.8K
ASN
188
Advisory Services Network
Georgia
$12.7K +$1.8K +60 +14%
PCM
189
Penserra Capital Management
California
$12K +$6.84K +228 +88%
PA
190
Parallel Advisors
California
$12K -$1.68K -56 -11%
CLOS
191
Compagnie Lombard Odier SCmA
Switzerland
$8.84K
Citadel Advisors
192
Citadel Advisors
Florida
$7.59K -$512K -17,060 -98%
TWA
193
TCI Wealth Advisors
Arizona
$7.49K +$4.44K +148 +106%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$5.3K +$6.12K +204 New
KFI
195
Key Financial Inc
Pennsylvania
$5.2K
PA
196
PSI Advisors
Florida
$4.16K
SPIA
197
Steward Partners Investment Advisory
New York
$3.74K
QCG
198
Quadrant Capital Group
Ohio
$2.91K -$3.96K -132 -54%
BWM
199
BerganKDV Wealth Management
Minnesota
$2.81K +$3.24K +108 New
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$1.46K +$720 +24 +75%

NVEE Hedge Fund Activity: Q1 2023 in Review

213 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2023, worth a combined $1.18B — down 19% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was VOYA Investment Management, adding an estimated $10.2M. The largest seller was Driehaus Capital Management, cutting an estimated $11.3M.

  • 213 institutional investors held NV5 Global (NVEE) as of Q1 2023, down from 228 in Q4 2022.
  • Funds reported $1.18B of NV5 Global stock for Q1 2023, down 19% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q1 2023 and 39 closed out, a net change of -12 holders.
  • The largest NV5 Global buyer in Q1 2023 was VOYA Investment Management, an estimated $10.2M added.
  • The largest NV5 Global seller in Q1 2023 was Driehaus Capital Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.