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NVEE

NV5 Global

Delisted

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

201 hedge funds and large institutions have $1.34B invested in NV5 Global in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

72% more call options, than puts

Call options by funds: $5.46M | Put options by funds: $3.19M

7% more funds holding

Funds holding: 188201 (+13)

5% less capital invested

Capital invested by funds: $1.41B → $1.34B (-$73.7M)

7.33% less ownership

Funds ownership: 267.32%259.99% (-7.3%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 83

Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
3.17%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
29
Increased
59
Reduced
83
Closed
15
Calls
$5.46M
Puts
$3.19M
Net Calls
+$2.28M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$267M +$1.69M +57,424 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M -$1.52M -51,616 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.7M -$1.64M -55,920 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.2M +$296K +10,076 +0.6%
State Street
5
State Street
Massachusetts
$56.1M +$1.7M +57,948 +4%
NPIC
6
Neumeier Poma Investment Counsel
California
$51M -$3.25M -110,420 -7%
Invesco
7
Invesco
Georgia
$37.1M -$15.7M -533,648 -32%
EA
8
Emerald Advisers
Pennsylvania
$35.9M +$2.58M +87,640 +9%
ACM
9
Ashford Capital Management
Delaware
$33.7M +$30.8K +1,048 +0.1%
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$31.8M -$4.21M -143,176 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.8M +$880K +29,936 +3%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.7M -$651K -22,148 -3%
NSCM
13
New South Capital Management
Tennessee
$25.1M -$548K -18,660 -2%
KCM
14
Kornitzer Capital Management
Kansas
$23.9M
SCA
15
Summit Creek Advisors
Minnesota
$22.9M -$2.16M -73,612 -10%
Morgan Stanley
16
Morgan Stanley
New York
$22.4M +$4.31M +146,712 +28%
Wells Fargo
17
Wells Fargo
California
$21.2M -$5.8M -197,396 -24%
DCM
18
Driehaus Capital Management
Illinois
$20.5M -$347K -11,816 -2%
Northern Trust
19
Northern Trust
Illinois
$19.7M -$702K -23,876 -4%
KCM
20
Kennedy Capital Management
Missouri
$16.3M -$198K -6,732 -1%
GPGA
21
Grandeur Peak Global Advisors
Utah
$15.1M +$2.39M +81,340 +22%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$15M +$27.6K +940 +0.2%
Charles Schwab
23
Charles Schwab
California
$13.3M +$275K +9,348 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.4M -$398K -13,556 -4%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$9.43M -$435K -14,792 -5%

NVEE Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2022, worth a combined $1.34B — down 5.2% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVEE positions and 15 closed out — a net gain of 14 holders — while 59 added to existing stakes and 83 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $6.14M. The largest seller was Invesco, cutting an estimated $15.7M.

  • 201 institutional investors held NV5 Global (NVEE) as of Q1 2022, up from 188 in Q4 2021.
  • Funds reported $1.34B of NV5 Global stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 29 funds opened new NV5 Global positions in Q1 2022 and 15 closed out, a net change of +14 holders.
  • The largest NV5 Global buyer in Q1 2022 was Lord, Abbett & Co, an estimated $6.14M added.
  • The largest NV5 Global seller in Q1 2022 was Invesco, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2022.