We are live on ! Find out more
NVEE

NV5 Global

Delisted

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

205 hedge funds and large institutions have $1.19B invested in NV5 Global in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $5.38M | Put options by funds: $1.87M

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.35% more ownership

Funds ownership: 259.99%262.35% (+2.4%)

2% more funds holding

Funds holding: 201205 (+4)

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

11% less capital invested

Capital invested by funds: $1.34B → $1.19B (-$153M)

Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
26
Increased
73
Reduced
71
Closed
17
Calls
$5.38M
Puts
$1.87M
Net Calls
+$3.51M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$234M +$385K +12,852 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95M +$5.41M +180,448 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.6M +$4.8M +160,192 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.8M +$180K +5,992 +0.3%
State Street
5
State Street
Massachusetts
$48.8M -$358K -11,956 -0.7%
NPIC
6
Neumeier Poma Investment Counsel
California
$48.6M +$4.01M +133,696 +9%
Invesco
7
Invesco
Georgia
$36.5M +$4.11M +137,128 +12%
GCM
8
Geneva Capital Management
Wisconsin
$32.3M +$33.2M +1,107,648 New
EA
9
Emerald Advisers
Pennsylvania
$30.1M -$1.37M -45,808 -4%
ACM
10
Ashford Capital Management
Delaware
$29.7M +$260K +8,680 +0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.4M -$535K -17,856 -2%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.1M +$789K +26,316 +3%
NSCM
13
New South Capital Management
Tennessee
$21.6M -$414K -13,812 -2%
KCM
14
Kornitzer Capital Management
Kansas
$21M +$4.2K +140 +0%
Morgan Stanley
15
Morgan Stanley
New York
$19.7M +$145K +4,848 +0.7%
DCM
16
Driehaus Capital Management
Illinois
$17.8M -$122K -4,060 -0.7%
SCA
17
Summit Creek Advisors
Minnesota
$17.7M -$2.5M -83,336 -12%
Northern Trust
18
Northern Trust
Illinois
$17.4M +$138K +4,592 +0.8%
Wells Fargo
19
Wells Fargo
California
$15.8M -$2.83M -94,500 -15%
KCM
20
Kennedy Capital Management
Missouri
$13.9M -$382K -12,740 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.2M +$41.3K +1,376 +0.3%
Charles Schwab
22
Charles Schwab
California
$11.6M -$91.3K -3,044 -0.8%
GPGA
23
Grandeur Peak Global Advisors
Utah
$9.94M -$3.35M -111,732 -25%
Swedbank
24
Swedbank
Sweden
$9.34M +$2.4M +80,000 +33%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.32M -$688K -22,948 -7%

NVEE Hedge Fund Activity: Q2 2022 in Review

205 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2022, worth a combined $1.19B — down 11% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NVEE positions and 17 closed out — a net gain of 9 holders — while 73 added to existing stakes and 71 trimmed.

The largest buyer was Geneva Capital Management, opening a new position worth an estimated $33.2M. The largest seller was Mawer Investment Management, cutting an estimated $27.3M.

  • 205 institutional investors held NV5 Global (NVEE) as of Q2 2022, up from 201 in Q1 2022.
  • Funds reported $1.19B of NV5 Global stock for Q2 2022, down 11% quarter-over-quarter.
  • 26 funds opened new NV5 Global positions in Q2 2022 and 17 closed out, a net change of +9 holders.
  • The largest NV5 Global buyer in Q2 2022 was Geneva Capital Management, an estimated $33.2M added.
  • The largest NV5 Global seller in Q2 2022 was Mawer Investment Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2022.