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NVEE

NV5 Global

Delisted

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

213 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

1% more capital invested

Capital invested by funds: $1.13B → $1.13B (+$6.89M)

0% more funds holding

Funds holding: 212213 (+1)

0.15% more ownership

Funds ownership: 300.47%300.61% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

44% less call options, than puts

Call options by funds: $692K | Put options by funds: $1.23M

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% 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
27
Increased
77
Reduced
75
Closed
25
Calls
$692K
Puts
$1.23M
Net Calls
-$533K
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Frazier Financial Advisors
Ohio
$655
BIA
202
Bell Investment Advisors
California
$468
EWA
203
EverSource Wealth Advisors
Alabama
$467
PFBT
204
Parkside Financial Bank & Trust
Missouri
$374 +$380 +16 New
JWA
205
JFS Wealth Advisors
Pennsylvania
$281 -$95 -4 -25%
SIC
206
SJS Investment Consulting
Ohio
$187
CA
207
Claris Advisors
Missouri
$187 +$190 +8 New
MFG
208
Mendota Financial Group
Wisconsin
$94 +$95 +4 New
A
209
AlphaQuest
New York
$93 -$95 -4 -50%
LFG
210
Larson Financial Group
Missouri
$93
T. Rowe Price Investment Management
211
T. Rowe Price Investment Management
Maryland
-$38.6M -1,662,780 Closed
Verition Fund Management
212
Verition Fund Management
Connecticut
-$2.92M -125,644 Closed
ECM
213
ExodusPoint Capital Management
New York
-$2.63M -113,072 Closed
Norges Bank
214
Norges Bank
Norway
-$1.26M -54,000 Closed
SG Americas Securities
215
SG Americas Securities
New York
-$1.17M -50,156 Closed
TD Asset Management
216
TD Asset Management
Ontario, Canada
-$1.16M -50,056 Closed
MFS
217
Mirabella Financial Services
United Kingdom
-$686K -29,512 Closed
CSS
218
Cubist Systematic Strategies
Connecticut
-$575K -24,732 Closed
SPS
219
Susquehanna Portfolio Strategies
Pennsylvania
-$514K -22,104 Closed
GCP
220
GSA Capital Partners
United Kingdom
-$503K -21,648 Closed
SPA
221
Sherbrooke Park Advisers
New York
-$443K -19,072 Closed
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
-$322K -13,836 Closed
UM
223
UniSuper Management
Australia
-$313K -13,472 Closed
Point72 Asset Management
224
Point72 Asset Management
Connecticut
-$307K -13,188 Closed
PP
225
Paloma Partners
Connecticut
-$280K -12,060 Closed

NVEE Hedge Fund Activity: Q3 2024 in Review

213 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2024, worth a combined $1.13B — up 0.61% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVEE positions and 25 closed out — a net gain of 2 holders — while 77 added to existing stakes and 75 trimmed.

The largest buyer was Redwood Grove Capital, opening a new position worth an estimated $12.8M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $38.6M sold.

  • 213 institutional investors held NV5 Global (NVEE) as of Q3 2024, up from 212 in Q2 2024.
  • Funds reported $1.13B of NV5 Global stock for Q3 2024, up 0.61% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q3 2024 and 25 closed out, a net change of +2 holders.
  • The largest NV5 Global buyer in Q3 2024 was Redwood Grove Capital, an estimated $12.8M added.
  • The largest NV5 Global seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $38.6M sold.

Based on aggregated 13F filings for Q3 2024.