NV5 Global
NVEE
NVEE was delisted on the 1st of August, 2025.
220 hedge funds and large institutions have $937M invested in NV5 Global in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 25 closing their positions.
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
25% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 71
3% more funds holding
Funds holding: 213 → 220 (+7)
17% less capital invested
Capital invested by funds: $1.13B → $937M (-$198M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
96% less call options, than puts
Call options by funds: $28K | Put options by funds: $659K
224.2% less ownership
Funds ownership: 300.61% → 76.42% (-224%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$25.2M |
| 2 |
BlackRock
New York
|
+$8.1M |
| 3 |
First Eagle Investment Management
New York
|
+$6.07M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$5.1M |
| 5 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$4.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Cercano Management
Bellevue,
Washington
|
-$25.4M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$11.2M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$9.21M |
| 4 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$6.81M |
| 5 |
Renaissance Technologies
New York
|
-$3.84M |
NVEE Hedge Fund Activity: Q4 2024 in Review
220 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2024, worth a combined $937M — down 17% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new NVEE positions and 25 closed out — a net gain of 8 holders — while 89 added to existing stakes and 71 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $25.2M. The largest seller was Cercano Management, cutting an estimated $25.4M.
- 220 institutional investors held NV5 Global (NVEE) as of Q4 2024, up from 213 in Q3 2024.
- Funds reported $937M of NV5 Global stock for Q4 2024, down 17% quarter-over-quarter.
- 33 funds opened new NV5 Global positions in Q4 2024 and 25 closed out, a net change of +8 holders.
- The largest NV5 Global buyer in Q4 2024 was Bank of New York Mellon, an estimated $25.2M added.
- The largest NV5 Global seller in Q4 2024 was Cercano Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2024.