We are live on ! Find out more
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
S
201
SignatureFD
Georgia
$1.35K +$360 +12 +30%
BIA
202
Bell Investment Advisors
California
$1.04K +$600 +20 +100%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$936
PFBT
204
Parkside Financial Bank & Trust
Missouri
$624 -$720 -24 -50%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$572 -$340K -11,320 -34%
LC
206
Lindbrook Capital
California
$416 -$600 -20 -56%
JWA
207
JFS Wealth Advisors
Pennsylvania
$416
ECM
208
Everence Capital Management
Indiana
$219
EI
209
Ellevest Inc
New York
$208 -$600 -20 -71%
SC
210
Schubert & Co
Texas
$208 -$480 -16 -67%
SIC
211
SJS Investment Consulting
Ohio
$104 -$120 -4 -50%
DI
212
Disciplined Investments
Oklahoma
$104
Lord, Abbett & Co
213
Lord, Abbett & Co
New Jersey
-$11M -332,312 Closed
CM
214
Castleark Management
Illinois
-$6.55M -197,896 Closed
SCM
215
Sandler Capital Management
New York
-$6.04M -182,728 Closed
Calamos Advisors
216
Calamos Advisors
Illinois
-$2.89M -87,436 Closed
BC
217
Brookfield Corp
Ontario, Canada
-$1.94M -58,608 Closed
SGI
218
Summit Global Investments
Utah
-$1.93M -58,364 Closed
EGI
219
EAM Global Investors
California
-$1.75M -52,832 Closed
OAM
220
Oberweis Asset Management
Illinois
-$1.56M -47,200 Closed
Federated Hermes
221
Federated Hermes
Pennsylvania
-$1.54M -46,656 Closed
MAM
222
Morse Asset Management
Connecticut
-$1.26M -38,088 Closed
EI
223
EAM Investors
California
-$1.19M -35,976 Closed
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
-$846K -25,560 Closed
ETC
225
Exchange Traded Concepts
Oklahoma
-$646K -19,532 Closed

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.