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NVEE

NV5 Global

Delisted

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

111 hedge funds and large institutions have $347M invested in NV5 Global in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $213K

1.92% more ownership

Funds ownership: 227.45%229.37% (+1.9%)

4% more capital invested

Capital invested by funds: $333M → $347M (+$14M)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

5% less funds holding

Funds holding: 117111 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
37
Reduced
39
Closed
16
Calls
$1.13M
Puts
$213K
Net Calls
+$919K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$3.94M +$86K +6,972 +3%
MCM
27
Mitchell Capital Management
Kansas
$3.8M -$263K -21,336 -7%
CCA
28
Cruiser Capital Advisors
Connecticut
$3.63M -$498K -40,384 -13%
GIPM
29
G2 Investment Partners Management
New York
$3.47M -$2.89M -234,128 -48%
MWNA
30
Marshall Wace North America
New York
$3.08M +$2.73M +221,264 New
CIS
31
Connors Investor Services
Pennsylvania
$3.04M +$899K +72,872 +50%
Invesco
32
Invesco
Georgia
$3.04M +$158K +12,788 +6%
WC
33
Woodstock Corp
Massachusetts
$2.96M -$395K -32,000 -13%
AI
34
Axiom Investors
Connecticut
$2.89M -$1.77M -143,468 -41%
FA
35
Friess Associates
Delaware
$2.82M +$231K +18,756 +10%
DM
36
Diker Management
New York
$2.67M +$819K +66,400 +53%
First Trust Advisors
37
First Trust Advisors
Illinois
$2.66M -$608K -49,348 -21%
Morgan Stanley
38
Morgan Stanley
New York
$2.12M -$728K -59,036 -28%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.05M
FG
40
Formula Growth
Quebec, Canada
$2.01M -$247K -20,000 -12%
Millennium Management
41
Millennium Management
New York
$1.91M +$912K +73,972 +118%
TCM
42
Timpani Capital Management
Wisconsin
$1.82M -$684K -55,468 -30%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.78M -$829K -67,200 -35%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.67M
CCM
45
Cadence Capital Management
Massachusetts
$1.62M +$53.1K +4,304 +4%
AIC
46
AWM Investment Company
New York
$1.4M
AIS
47
AlphaOne Investment Services
Pennsylvania
$1.36M +$1.2M +97,600 New
PPA
48
Parametric Portfolio Associates
Washington
$1.23M -$1.56M -126,128 -59%
TCIM
49
TIAA CREF Investment Management
New York
$1.03M -$43.5K -3,528 -5%
Charles Schwab
50
Charles Schwab
California
$979K +$93.7K +7,600 +12%

NVEE Hedge Fund Activity: Q1 2018 in Review

111 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2018, worth a combined $347M — up 4.2% from $333M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NVEE and 10 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 37 added.

The largest buyer was Wells Fargo, adding an estimated $7.14M. The largest seller was Russell Investments Group, cutting an estimated $5.56M.

  • 111 institutional investors held NV5 Global (NVEE) as of Q1 2018, down from 117 in Q4 2017.
  • Funds reported $347M of NV5 Global stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 10 funds opened new NV5 Global positions in Q1 2018 and 16 closed out, a net change of -6 holders.
  • The largest NV5 Global buyer in Q1 2018 was Wells Fargo, an estimated $7.14M added.
  • The largest NV5 Global seller in Q1 2018 was Russell Investments Group, an estimated $5.56M sold.

Based on aggregated 13F filings for Q1 2018.