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NVEE

NV5 Global

Delisted

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

212 hedge funds and large institutions have $1.27B invested in NV5 Global in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

20% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$82.5M)

3% more funds holding

Funds holding: 205212 (+7)

1.35% more ownership

Funds ownership: 262.35%263.7% (+1.4%)

8% less call options, than puts

Call options by funds: $2.56M | Put options by funds: $2.79M

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
27
Increased
79
Reduced
66
Closed
18
Calls
$2.56M
Puts
$2.79M
Net Calls
-$224K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$256M +$7.81M +238,928 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$3.1M +94,916 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$79.6M -$6.24M -191,104 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.4M +$451K +13,808 +0.7%
State Street
5
State Street
Massachusetts
$53.2M +$1.54M +47,248 +3%
NPIC
6
Neumeier Poma Investment Counsel
California
$47.5M -$4.26M -130,260 -8%
GCM
7
Geneva Capital Management
Wisconsin
$43.2M +$9.45M +289,112 +26%
EA
8
Emerald Advisers
Pennsylvania
$32.1M +$215K +6,592 +0.6%
Invesco
9
Invesco
Georgia
$30.2M -$8.94M -273,588 -22%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.1M +$1.18M +35,964 +4%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.4M -$2.28M -69,664 -8%
NSCM
12
New South Capital Management
Tennessee
$22.9M -$43.5K -1,332 -0.2%
ACM
13
Ashford Capital Management
Delaware
$21.8M -$10.3M -315,120 -31%
Morgan Stanley
14
Morgan Stanley
New York
$21.6M +$706K +21,616 +3%
DCM
15
Driehaus Capital Management
Illinois
$19.8M +$960K +29,364 +5%
KCM
16
Kornitzer Capital Management
Kansas
$19.1M -$3.26M -99,740 -14%
Northern Trust
17
Northern Trust
Illinois
$18.5M +$45.9K +1,404 +0.2%
SCA
18
Summit Creek Advisors
Minnesota
$18.1M -$677K -20,712 -3%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$17M +$18M +550,532 New
Wells Fargo
20
Wells Fargo
California
$16.1M -$646K -19,760 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.9M +$964K +29,512 +7%
KCM
22
Kennedy Capital Management
Missouri
$13.7M -$1.12M -34,356 -7%
Charles Schwab
23
Charles Schwab
California
$12.7M +$485K +14,836 +4%
N
24
Nuveen
North Carolina
$11.7M +$2.12M +64,868 +21%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$10.3M +$647K +19,800 +6%

NVEE Hedge Fund Activity: Q3 2022 in Review

212 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2022, worth a combined $1.27B — up 7% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVEE positions and 18 closed out — a net gain of 9 holders — while 79 added to existing stakes and 66 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $18M. The largest seller was Ashford Capital Management, cutting an estimated $10.3M.

  • 212 institutional investors held NV5 Global (NVEE) as of Q3 2022, up from 205 in Q2 2022.
  • Funds reported $1.27B of NV5 Global stock for Q3 2022, up 7% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q3 2022 and 18 closed out, a net change of +9 holders.
  • The largest NV5 Global buyer in Q3 2022 was T. Rowe Price Associates, an estimated $18M added.
  • The largest NV5 Global seller in Q3 2022 was Ashford Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2022.