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NVEE

NV5 Global

Delisted

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

213 hedge funds and large institutions have $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $1.46M

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

4.11% less ownership

Funds ownership: 296.85%292.74% (-4.1%)

7% less funds holding

Funds holding: 228213 (-15)

19% less capital invested

Capital invested by funds: $1.47B → $1.18B (-$286M)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

80% less funds holding in top 10

Funds holding in top 10: 102 (-8)

Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$218M +$390K +13,008 +0.2%
CM
2
Cercano Management
Washington
$129M
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.2M +$5.66M +188,424 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$62M -$2.07M -68,936 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.3M +$1.5M +50,024 +3%
State Street
6
State Street
Massachusetts
$46.6M +$2.24M +74,544 +4%
GCM
7
Geneva Capital Management
Wisconsin
$46M +$7.49M +249,592 +16%
NPIC
8
Neumeier Poma Investment Counsel
California
$27.2M -$6.63M -220,764 -17%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.7M +$1.22M +40,796 +4%
EA
10
Emerald Advisers
Pennsylvania
$26.6M -$318K -10,596 -1%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22M +$1.04M +34,760 +4%
Invesco
12
Invesco
Georgia
$20.8M -$3.83M -127,708 -14%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$18.9M +$842K +28,044 +4%
ACM
14
Ashford Capital Management
Delaware
$17.1M +$95.4K +3,180 +0.5%
Northern Trust
15
Northern Trust
Illinois
$16.1M +$121K +4,032 +0.7%
NSCM
16
New South Capital Management
Tennessee
$15.1M -$2.62M -87,272 -13%
SCA
17
Summit Creek Advisors
Minnesota
$14.8M +$128K +4,280 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$14.7M -$4.52M -150,616 -21%
KCM
19
Kornitzer Capital Management
Kansas
$14M +$120K +4,000 +0.8%
GPGA
20
Grandeur Peak Global Advisors
Utah
$13.6M +$8.87M +295,456 +130%
Wells Fargo
21
Wells Fargo
California
$13.1M +$245K +8,160 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.8M -$449K -14,964 -3%
Charles Schwab
23
Charles Schwab
California
$11.5M +$639K +21,288 +5%
KCM
24
Kennedy Capital Management
Missouri
$10.5M +$1.51M +50,432 +14%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$10.2M +$10.2M +340,484 +667%

NVEE Hedge Fund Activity: Q1 2023 in Review

213 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2023, worth a combined $1.18B — down 19% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was VOYA Investment Management, adding an estimated $10.2M. The largest seller was Driehaus Capital Management, cutting an estimated $11.3M.

  • 213 institutional investors held NV5 Global (NVEE) as of Q1 2023, down from 228 in Q4 2022.
  • Funds reported $1.18B of NV5 Global stock for Q1 2023, down 19% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q1 2023 and 39 closed out, a net change of -12 holders.
  • The largest NV5 Global buyer in Q1 2023 was VOYA Investment Management, an estimated $10.2M added.
  • The largest NV5 Global seller in Q1 2023 was Driehaus Capital Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.