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NVEE

NV5 Global

Delisted

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

199 hedge funds and large institutions have $1.28B invested in NV5 Global in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,539% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $33K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$101M)

1.93% more ownership

Funds ownership: 292.74%294.67% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 72

7% less funds holding

Funds holding: 213199 (-14)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
75
Reduced
72
Closed
39
Calls
$1.86M
Puts
$33K
Net Calls
+$1.83M
Net Calls Change
+$966K
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
176
Meitav Investment House
Israel
$22.2K +$19.6K +800 New
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$19.8K
OIS
178
Okabena Investment Services
Minnesota
$13.6K
PA
179
Parallel Advisors
California
$12.7K
QCG
180
Quadrant Capital Group
Ohio
$10.9K +$6.87K +280 +250%
CLOS
181
Compagnie Lombard Odier SCmA
Switzerland
$9.41K
KFI
182
Key Financial Inc
Pennsylvania
$5.54K
PA
183
PSI Advisors
Florida
$4.43K
BCM
184
Blume Capital Management
California
$4.43K +$3.92K +160 New
SPIA
185
Steward Partners Investment Advisory
New York
$3.99K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$3.77K -$19.7K -804 -86%
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$2.88K +$1.18K +48 +86%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1.55K +$785 +32 +133%
S
189
SignatureFD
Georgia
$1.22K -$196 -8 -15%
Bessemer Group
190
Bessemer Group
New Jersey
$1K +$1.28K +52 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$997
BIA
192
Bell Investment Advisors
California
$554 -$491 -20 -50%
JWA
193
JFS Wealth Advisors
Pennsylvania
$333 -$98 -4 -25%
AWM
194
Abound Wealth Management
Tennessee
$333 +$294 +12 New
AF
195
Allworth Financial
California
$333 +$294 +12 New
DI
196
Disciplined Investments
Oklahoma
$222 +$98 +4 +100%
SIC
197
SJS Investment Consulting
Ohio
$222 +$98 +4 +100%
AF
198
Advisornet Financial
Minnesota
$111 +$98 +4 New
DCM
199
Driehaus Capital Management
Illinois
-$6.65M -255,912 Closed
PM
200
Pembroke Management
Quebec, Canada
-$3.56M -136,832 Closed

NVEE Hedge Fund Activity: Q2 2023 in Review

199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2023, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 72 trimmed existing stakes and 75 added.

The largest buyer was American Century Companies, adding an estimated $17.5M. The largest seller was Invesco, cutting an estimated $14.4M.

  • 199 institutional investors held NV5 Global (NVEE) as of Q2 2023, down from 213 in Q1 2023.
  • Funds reported $1.28B of NV5 Global stock for Q2 2023, up 8.5% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q2 2023 and 39 closed out, a net change of -12 holders.
  • The largest NV5 Global buyer in Q2 2023 was American Century Companies, an estimated $17.5M added.
  • The largest NV5 Global seller in Q2 2023 was Invesco, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2023.