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NVEE

NV5 Global

Delisted

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

212 hedge funds and large institutions have $1.27B invested in NV5 Global in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

20% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$82.5M)

3% more funds holding

Funds holding: 205212 (+7)

1.35% more ownership

Funds ownership: 262.35%263.7% (+1.4%)

8% less call options, than puts

Call options by funds: $2.56M | Put options by funds: $2.79M

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
27
Increased
79
Reduced
66
Closed
18
Calls
$2.56M
Puts
$2.79M
Net Calls
-$224K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Schubert & Co
Texas
$1K +$261 +8 +40%
LC
202
Lindbrook Capital
California
$1K +$784 +24 +200%
EI
203
Ellevest Inc
New York
$1K +$915 +28 New
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.05K +32 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$1K +$1.18K +36 +300%
SWA
206
Sutton Wealth Advisors
Florida
$743
TI
207
Trexquant Investment
Connecticut
-$1.6M -54,708 Closed
TPWM
208
Twelve Points Wealth Management
Massachusetts
-$1.34M -45,844 Closed
Squarepoint
209
Squarepoint
New York
-$1.05M -35,884 Closed
Two Sigma Investments
210
Two Sigma Investments
New York
-$619K -21,200 Closed
MSRPS
211
Maryland State Retirement & Pension System
Maryland
-$566K -19,400 Closed
GCM
212
Graham Capital Management
Connecticut
-$514K -17,644 Closed
HCC
213
Hirtle Callaghan & Co
Pennsylvania
-$397K -13,608 Closed
GC
214
Guggenheim Capital
Illinois
-$267K -9,156 Closed
H6H
215
Hightower 6M Holding
Kansas
-$240K -8,220 Closed
HighTower Advisors
216
HighTower Advisors
Illinois
-$218K -7,516 Closed
ACM
217
Alta Capital Management
Utah
-$219K -7,512 Closed
PHK
218
Point72 Hong Kong
Hong Kong
-$38K -1,288 Closed
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
-$23K -784 Closed
ACM
220
Aquatic Capital Management
Illinois
-$12K -400 Closed
SWM
221
Sugarloaf Wealth Management
Georgia
-$12K -400 Closed
CP
222
Castleview Partners
Texas
-$8.09K -212 Closed
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
-$3K -112 Closed
JWA
224
JFS Wealth Advisors
Pennsylvania
+$131 +4 +33%
SIC
225
SJS Investment Consulting
Ohio
+$131 +4 New

NVEE Hedge Fund Activity: Q3 2022 in Review

212 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2022, worth a combined $1.27B — up 7% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVEE positions and 18 closed out — a net gain of 9 holders — while 79 added to existing stakes and 66 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $18M. The largest seller was Ashford Capital Management, cutting an estimated $10.3M.

  • 212 institutional investors held NV5 Global (NVEE) as of Q3 2022, up from 205 in Q2 2022.
  • Funds reported $1.27B of NV5 Global stock for Q3 2022, up 7% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q3 2022 and 18 closed out, a net change of +9 holders.
  • The largest NV5 Global buyer in Q3 2022 was T. Rowe Price Associates, an estimated $18M added.
  • The largest NV5 Global seller in Q3 2022 was Ashford Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2022.