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NVEE

NV5 Global

Delisted

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

212 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

2% more funds holding

Funds holding: 208212 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.19B → $1.13B (-$58M)

4.11% less ownership

Funds ownership: 304.58%300.47% (-4.1%)

25% less call options, than puts

Call options by funds: $966K | Put options by funds: $1.29M

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
75
Reduced
60
Closed
25
Calls
$966K
Puts
$1.29M
Net Calls
-$326K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Frazier Financial Advisors
Ohio
$651
S
202
SignatureFD
Georgia
$558
EWA
203
EverSource Wealth Advisors
Alabama
$516
BIA
204
Bell Investment Advisors
California
$465 -$934 -40 -67%
RIL
205
Rothschild Investment LLC
Illinois
$465 +$467 +20 New
JWA
206
JFS Wealth Advisors
Pennsylvania
$372
AWM
207
Abound Wealth Management
Tennessee
$279
A
208
AlphaQuest
New York
$186 -$840 -36 -82%
SIC
209
SJS Investment Consulting
Ohio
$186
LFG
210
Larson Financial Group
Missouri
$93 +$93 +4 New
FAM
211
Fred Alger Management
New York
-$3.45M -140,768 Closed
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
-$1.61M -65,380 Closed
EP
213
Edgestream Partners
New Jersey
-$1.2M -48,984 Closed
TPSF
214
Texas Permanent School Fund
Texas
-$1.09M -44,520 Closed
LCM
215
Landscape Capital Management
New Jersey
-$824K -33,648 Closed
AIG
216
American International Group
New York
-$730K -29,784 Closed
N
217
Numerai
California
-$655K -26,736 Closed
State Board of Administration of Florida Retirement System
218
State Board of Administration of Florida Retirement System
Florida
-$427K -16,420 Closed
Voloridge Investment Management
219
Voloridge Investment Management
Florida
-$370K -15,120 Closed
MM
220
MQS Management
New York
-$314K -12,804 Closed
ProShare Advisors
221
ProShare Advisors
Maryland
-$272K -11,112 Closed
DTL
222
Dynamic Technology Lab
Singapore
-$227K -9,244 Closed
MOACM
223
Mutual of America Capital Management
New York
-$215K -8,764 Closed
ECM
224
Everence Capital Management
Indiana
-$207 -8,440 Closed
MLICM
225
Metropolitan Life Insurance Company (MetLife)
New York
-$72.1K -2,944 Closed

NVEE Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2024, worth a combined $1.13B — down 4.9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NVEE positions and 25 closed out — a net gain of 5 holders — while 75 added to existing stakes and 60 trimmed.

The largest buyer was Swedbank, adding an estimated $7M. The largest seller was Morgan Stanley, cutting an estimated $37.2M.

  • 212 institutional investors held NV5 Global (NVEE) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $1.13B of NV5 Global stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new NV5 Global positions in Q2 2024 and 25 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q2 2024 was Swedbank, an estimated $7M added.
  • The largest NV5 Global seller in Q2 2024 was Morgan Stanley, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.