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NVEE

NV5 Global

Delisted

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

204 hedge funds and large institutions have $1.42B invested in NV5 Global in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

26.93% more ownership

Funds ownership: 294%320.93% (+27%)

26% more capital invested

Capital invested by funds: $1.12B → $1.42B (+$294M)

5% more funds holding

Funds holding: 194204 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
64
Reduced
72
Closed
21
Calls
$189K
Puts
Net Calls
+$189K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
SJS Investment Consulting
Ohio
$223
AF
202
Advisornet Financial
Minnesota
$111 -$102 -4 -50%
Wellington Management Group
203
Wellington Management Group
Massachusetts
-$2.99M -124,436 Closed
MHP
204
Manatuck Hill Partners
Connecticut
-$2.89M -120,000 Closed
Mawer Investment Management
205
Mawer Investment Management
Alberta, Canada
-$1.47M -60,996 Closed
HF
206
HRT Financial
New York
-$1.05M -43,576 Closed
OQS
207
Occudo Quantitative Strategies
Florida
-$875K -36,372 Closed
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
-$758K -31,492 Closed
State of New Jersey Common Pension Fund D
209
State of New Jersey Common Pension Fund D
New Jersey
-$551K -22,892 Closed
JF
210
Jump Financial
Illinois
-$487K -20,232 Closed
CCIA
211
Campbell & Co Investment Adviser
Maryland
-$480K -19,972 Closed
SG Americas Securities
212
SG Americas Securities
New York
-$470K -19,552 Closed
PTC
213
Petrus Trust Company
Texas
-$411K -17,068 Closed
XT
214
XTX Topco
Cayman Islands
-$260K -10,796 Closed
GCM
215
Graham Capital Management
Connecticut
-$204K -8,460 Closed
Creative Planning
216
Creative Planning
Kansas
-$17.2K -716 Closed
CAL
217
Capital Analysts LLC
Pennsylvania
-$14K -600 Closed
OA
218
Operose Advisors
Wisconsin
-$14.4K -600 Closed
OIS
219
Okabena Investment Services
Minnesota
-$11.8K -492 Closed
HNB
220
Huntington National Bank
Ohio
-$9.62K -400 Closed
Allspring Global Investments
221
Allspring Global Investments
North Carolina
-$8.66K -360 Closed
KFI
222
Key Financial Inc
Pennsylvania
-$4.81K -200 Closed
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
-$2.5K -104 Closed

NVEE Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2023, worth a combined $1.42B — up 26% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NVEE positions and 21 closed out — a net gain of 12 holders — while 64 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $5.05M.

  • 204 institutional investors held NV5 Global (NVEE) as of Q4 2023, up from 194 in Q3 2023.
  • Funds reported $1.42B of NV5 Global stock for Q4 2023, up 26% quarter-over-quarter.
  • 33 funds opened new NV5 Global positions in Q4 2023 and 21 closed out, a net change of +12 holders.
  • The largest NV5 Global buyer in Q4 2023 was Morgan Stanley, an estimated $63.7M added.
  • The largest NV5 Global seller in Q4 2023 was T. Rowe Price Associates, an estimated $5.05M sold.

Based on aggregated 13F filings for Q4 2023.