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NVEE

NV5 Global

Delisted

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

228 hedge funds and large institutions have $1.47B invested in NV5 Global in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

86% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $979K

33.15% more ownership

Funds ownership: 263.7%296.85% (+33%)

16% more capital invested

Capital invested by funds: $1.27B → $1.47B (+$199M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 212228 (+16)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
29
Increased
66
Reduced
91
Closed
11
Calls
$1.82M
Puts
$979K
Net Calls
+$846K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$277M +$4.13M +118,808 +1%
CM
2
Cercano Management
Washington
$164M +$172M +4,959,328 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M +$4.34M +124,968 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$81.2M -$4.02M -115,780 -5%
State Street
5
State Street
Massachusetts
$56.8M -$89.1K -2,564 -0.1%
GCM
6
Geneva Capital Management
Wisconsin
$50.3M +$4.28M +123,144 +9%
NPIC
7
Neumeier Poma Investment Counsel
California
$42M -$9.24M -265,840 -17%
EA
8
Emerald Advisers
Pennsylvania
$34.2M -$133K -3,828 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$32.6M +$1.57M +45,184 +5%
Invesco
10
Invesco
Georgia
$30.7M -$1.74M -49,960 -5%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.8M +$1.87M +53,920 +7%
Morgan Stanley
12
Morgan Stanley
New York
$23.7M +$604K +17,364 +2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$23.1M +$5.14M +147,988 +27%
NSCM
14
New South Capital Management
Tennessee
$22.1M -$2.45M -70,344 -10%
ACM
15
Ashford Capital Management
Delaware
$21.7M -$1.67M -48,080 -7%
DCM
16
Driehaus Capital Management
Illinois
$20.9M -$294K -8,468 -1%
Northern Trust
17
Northern Trust
Illinois
$20.4M +$680K +19,576 +3%
SCA
18
Summit Creek Advisors
Minnesota
$18.7M -$674K -19,384 -3%
KCM
19
Kornitzer Capital Management
Kansas
$17.6M -$2.96M -85,220 -14%
Wells Fargo
20
Wells Fargo
California
$16.4M -$875K -25,180 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.5M -$380K -10,920 -2%
Charles Schwab
22
Charles Schwab
California
$13.9M +$315K +9,064 +2%
N
23
Nuveen
North Carolina
$12.2M -$311K -8,948 -2%
KCM
24
Kennedy Capital Management
Missouri
$11.7M -$3.04M -87,448 -20%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.2M +$785K +22,580 +7%

NVEE Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2022, worth a combined $1.47B — up 16% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVEE positions and 11 closed out — a net gain of 18 holders — while 66 added to existing stakes and 91 trimmed.

The largest buyer was Cooper Investors, opening a new position worth an estimated $5.52M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $9.24M.

  • 228 institutional investors held NV5 Global (NVEE) as of Q4 2022, up from 212 in Q3 2022.
  • Funds reported $1.47B of NV5 Global stock for Q4 2022, up 16% quarter-over-quarter.
  • 29 funds opened new NV5 Global positions in Q4 2022 and 11 closed out, a net change of +18 holders.
  • The largest NV5 Global buyer in Q4 2022 was Cooper Investors, an estimated $5.52M added.
  • The largest NV5 Global seller in Q4 2022 was Neumeier Poma Investment Counsel, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2022.