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NVEE

NV5 Global

Delisted

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

208 hedge funds and large institutions have $1.19B invested in NV5 Global in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,508% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $88K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 204208 (+4)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

16% less capital invested

Capital invested by funds: $1.42B → $1.19B (-$232M)

16.35% less ownership

Funds ownership: 320.93%304.58% (-16%)

Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
65
Reduced
73
Closed
20
Calls
$1.42M
Puts
$88K
Net Calls
+$1.33M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$9.8K -$5.09K -196 -33%
PA
177
Parallel Advisors
California
$9.8K
MSG
178
Main Street Group
Virginia
$6.33K
PTC
179
Private Trust Company
Ohio
$5.98K +$1.45K +56 +30%
QL
180
Quarry LP
New York
$5.1K +$5.4K +208 New
BCM
181
Blume Capital Management
California
$3.92K
PA
182
PSI Advisors
Florida
$3.92K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$3.72K
SWS
184
SYSTM Wealth Solutions
Illinois
$3.53K
SPIA
185
Steward Partners Investment Advisory
New York
$3.53K
FFC
186
First Financial Corp
Indiana
$2.35K +$2.49K +96 New
NMM
187
Naples Money Management
Florida
$1.86K
BIA
188
Bell Investment Advisors
California
$1.47K
BCMLT
189
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18K +$1.25K +48 New
CFGS
190
Concourse Financial Group Securities
Alabama
$1.08K -$22.2K -856 -95%
A
191
AlphaQuest
New York
$1.08K +$1.14K +44 New
Bessemer Group
192
Bessemer Group
New Jersey
$1K
GI
193
GAMMA Investing
California
$980 -$312 -12 -23%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$882
FFA
195
Frazier Financial Advisors
Ohio
$687 +$727 +28 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$589
S
197
SignatureFD
Georgia
$588
FFA
198
Farther Finance Advisors
California
$480
EWA
199
EverSource Wealth Advisors
Alabama
$466
JWA
200
JFS Wealth Advisors
Pennsylvania
$393 -$104 -4 -20%

NVEE Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2024, worth a combined $1.19B — down 16% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NVEE positions and 20 closed out — a net gain of 5 holders — while 65 added to existing stakes and 73 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 208 institutional investors held NV5 Global (NVEE) as of Q1 2024, up from 204 in Q4 2023.
  • Funds reported $1.19B of NV5 Global stock for Q1 2024, down 16% quarter-over-quarter.
  • 25 funds opened new NV5 Global positions in Q1 2024 and 20 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $21.9M added.
  • The largest NV5 Global seller in Q1 2024 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q1 2024.