We are live on ! Find out more
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
AWM
201
Abound Wealth Management
Tennessee
$295
ACM
202
Anfield Capital Management
California
$294 +$312 +12 New
AWM
203
Avior Wealth Management
Nebraska
$294 +$312 +12 New
ECM
204
Everence Capital Management
Indiana
$207
SIC
205
SJS Investment Consulting
Ohio
$197
SST
206
S Squared Technology
New York
-$4.45M -160,228 Closed
ACA
207
Anchor Capital Advisors
Massachusetts
-$2.64M -94,976 Closed
SBF
208
Sara-Bay Financial
Florida
-$2.4M -86,544 Closed
RG
209
Renaissance Group
Kentucky
-$1.58M -56,792 Closed
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
-$1.32M -47,464 Closed
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
-$1.02M -39,164 Closed
AWM
212
AE Wealth Management
Kansas
-$911K -33,888 Closed
Fiera Capital (Canada)
213
Fiera Capital (Canada)
Quebec, Canada
-$791K -28,480 Closed
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
-$428K -15,424 Closed
NYLIM
215
New York Life Investment Management
New York
-$372K -13,384 Closed
Corient Private Wealth
216
Corient Private Wealth
Florida
-$229K -8,248 Closed
Pictet Asset Management
217
Pictet Asset Management
Switzerland
-$219K -7,900 Closed
CL
218
CIM LLC
New York
-$206K -7,548 Closed
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
-$206K -7,404 Closed
CLOS
220
Compagnie Lombard Odier SCmA
Switzerland
-$8.83K -340 Closed
IA
221
IFP Advisors
Florida
-$4.67K -168 Closed
ASN
222
Advisory Services Network
Georgia
-$1.67K -60 Closed
LC
223
Lindbrook Capital
California
-$1.22K -44 Closed
BF
224
BOK Financial
Oklahoma
-$555 -20 Closed
AF
225
Advisornet Financial
Minnesota
-$111 -4 Closed

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.