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NVEE

NV5 Global

Delisted

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

199 hedge funds and large institutions have $1.28B invested in NV5 Global in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,539% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $33K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$101M)

1.93% more ownership

Funds ownership: 292.74%294.67% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 72

7% less funds holding

Funds holding: 213199 (-14)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
75
Reduced
72
Closed
39
Calls
$1.86M
Puts
$33K
Net Calls
+$1.83M
Net Calls Change
+$966K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M +$3.23M +131,724 +2%
CM
2
Cercano Management
Washington
$137M
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M -$287K -11,716 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$58.3M -$6.91M -281,740 -12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.7M +$1.95M +79,300 +4%
State Street
6
State Street
Massachusetts
$50.7M +$990K +40,360 +2%
GCM
7
Geneva Capital Management
Wisconsin
$48.9M -$110K -4,476 -0.3%
EA
8
Emerald Advisers
Pennsylvania
$30.1M +$1.56M +63,624 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29.7M +$1.08M +43,904 +4%
NPIC
10
Neumeier Poma Investment Counsel
California
$27.5M -$1.32M -53,700 -5%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$25M +$1.4M +57,036 +7%
American Century Companies
12
American Century Companies
Missouri
$20.2M +$17.5M +712,036 +4,059%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$20M -$92.7K -3,780 -0.5%
ACM
14
Ashford Capital Management
Delaware
$18.5M +$245K +10,000 +2%
Swedbank
15
Swedbank
Sweden
$18.3M +$7.36M +300,000 +83%
Northern Trust
16
Northern Trust
Illinois
$17.5M +$271K +11,036 +2%
KCM
17
Kennedy Capital Management
Missouri
$17.4M +$5.45M +222,024 +55%
GPGA
18
Grandeur Peak Global Advisors
Utah
$16.9M +$2.2M +89,652 +17%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$16.8M +$5.28M +215,100 +55%
KCM
20
Kornitzer Capital Management
Kansas
$16.1M +$1.09M +44,300 +8%
SCA
21
Summit Creek Advisors
Minnesota
$15.8M +$12.9K +524 +0.1%
NSCM
22
New South Capital Management
Tennessee
$14.7M -$1.21M -49,316 -8%
Charles Schwab
23
Charles Schwab
California
$13.4M +$1.03M +42,068 +10%
Morgan Stanley
24
Morgan Stanley
New York
$12.7M -$2.58M -105,044 -19%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.2M -$375K -15,268 -3%

NVEE Hedge Fund Activity: Q2 2023 in Review

199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2023, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVEE and 27 opened new positions — a net loss of 12 holders — while 72 trimmed existing stakes and 75 added.

The largest buyer was American Century Companies, adding an estimated $17.5M. The largest seller was Invesco, cutting an estimated $14.4M.

  • 199 institutional investors held NV5 Global (NVEE) as of Q2 2023, down from 213 in Q1 2023.
  • Funds reported $1.28B of NV5 Global stock for Q2 2023, up 8.5% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q2 2023 and 39 closed out, a net change of -12 holders.
  • The largest NV5 Global buyer in Q2 2023 was American Century Companies, an estimated $17.5M added.
  • The largest NV5 Global seller in Q2 2023 was Invesco, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2023.