NV5 Global
NVEE
NVEE was delisted on the 1st of August, 2025.
194 hedge funds and large institutions have $1.12B invested in NV5 Global in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 25 closing their positions.
77% more call options, than puts
Call options by funds: $837K | Put options by funds: $472K
0.67% less ownership
Funds ownership: 294.67% → 294% (-0.67%)
3% less funds holding
Funds holding: 199 → 194 (-5)
12% less capital invested
Capital invested by funds: $1.28B → $1.12B (-$158M)
14% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 76
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$16.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.98M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$2.93M |
| 5 |
FAM
Fred Alger Management
New York
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.38M |
| 3 |
Goldman Sachs
New York
|
-$3.6M |
| 4 |
RIM
Reliant Investment Management
Memphis,
Tennessee
|
-$3.17M |
| 5 |
BlackRock
New York
|
-$2.74M |
NVEE Hedge Fund Activity: Q3 2023 in Review
194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2023, worth a combined $1.12B — down 12% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of NVEE and 21 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 65 added.
The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was Fidelity Investments, cutting an estimated $17.2M.
- 194 institutional investors held NV5 Global (NVEE) as of Q3 2023, down from 199 in Q2 2023.
- Funds reported $1.12B of NV5 Global stock for Q3 2023, down 12% quarter-over-quarter.
- 21 funds opened new NV5 Global positions in Q3 2023 and 25 closed out, a net change of -4 holders.
- The largest NV5 Global buyer in Q3 2023 was Morgan Stanley, an estimated $39M added.
- The largest NV5 Global seller in Q3 2023 was Fidelity Investments, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2023.