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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
PCM
201
Penserra Capital Management
California
$8K
KFI
202
Key Financial Inc
Pennsylvania
$6.19K
PA
203
PSI Advisors
Florida
$5.29K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.11K -32 -19%
SPIA
205
Steward Partners Investment Advisory
New York
$4.76K
TWA
206
TCI Wealth Advisors
Arizona
$4.63K
WPA
207
West Paces Advisors
Georgia
$4.5K
Bessemer Group
208
Bessemer Group
New Jersey
$4K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$3.57K +$1.25K +36 +50%
IA
210
IFP Advisors
Florida
$3K -$1.81K -52 -33%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$3K +$3.48K +100 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$1.59K
S
213
SignatureFD
Georgia
$1.32K
LC
214
Lindbrook Capital
California
$1.19K
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.19K +$139 +4 +13%
NA
216
NewEdge Advisors
Louisiana
$1.06K +$1.11K +32 New
TFGT
217
TS Financial Group (TSFG)
Illinois
$1K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.11K +32 New
EI
219
Ellevest Inc
New York
$926
SC
220
Schubert & Co
Texas
$794 -$139 -4 -14%
BIA
221
Bell Investment Advisors
California
$662
JWA
222
JFS Wealth Advisors
Pennsylvania
$529
GRP
223
Global Retirement Partners
California
$397
ECM
224
Everence Capital Management
Indiana
$279
SIC
225
SJS Investment Consulting
Ohio
$265 +$139 +4 +100%

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.