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NVEE

NV5 Global

Delisted

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

123 hedge funds and large institutions have $456M invested in NV5 Global in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

765% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $246K

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $347M → $456M (+$110M)

11% more funds holding

Funds holding: 111123 (+12)

10.38% more ownership

Funds ownership: 229.37%239.75% (+10%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
41
Reduced
44
Closed
6
Calls
$2.13M
Puts
$246K
Net Calls
+$1.88M
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Mitchell Capital Management
Kansas
$4.57M -$145K -9,288 -3%
Invesco
27
Invesco
Georgia
$4.45M +$606K +38,912 +18%
AIS
28
AlphaOne Investment Services
Pennsylvania
$4.38M +$2.41M +154,968 +159%
PRCP
29
Pacific Ridge Capital Partners
Oregon
$4.37M -$621K -39,860 -14%
First Trust Advisors
30
First Trust Advisors
Illinois
$4.29M +$893K +57,308 +30%
CCA
31
Cruiser Capital Advisors
Connecticut
$3.85M -$592K -38,000 -15%
GIM
32
Granahan Investment Management
Massachusetts
$3.79M +$3.41M +218,928 New
CIS
33
Connors Investor Services
Pennsylvania
$3.56M -$201K -12,916 -6%
WC
34
Woodstock Corp
Massachusetts
$3.41M -$249K -16,000 -8%
MWNA
35
Marshall Wace North America
New York
$3.4M -$394K -25,272 -11%
AI
36
Axiom Investors
Connecticut
$2.94M -$582K -37,364 -18%
Morgan Stanley
37
Morgan Stanley
New York
$2.82M +$161K +10,364 +7%
TWMP
38
Taylor Wealth Management Partners
Massachusetts
$2.78M +$2.5M +160,360 New
FG
39
Formula Growth
Quebec, Canada
$2.5M
FA
40
Friess Associates
Delaware
$2.47M -$935K -60,000 -30%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.4M -$142K -9,088 -6%
TCM
42
Timpani Capital Management
Wisconsin
$2.36M +$87.7K +5,628 +4%
CCM
43
Cadence Capital Management
Massachusetts
$2.26M +$220K +14,112 +12%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.08M -$110K -7,064 -6%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$2.05M +$1.84M +118,248 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$2.04M -$36K -2,312 -2%
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$1.45M +$1.3M +83,488 New
PPA
48
Parametric Portfolio Associates
Washington
$1.4M -$110K -7,072 -8%
TCIM
49
TIAA CREF Investment Management
New York
$1.22M -$56.5K -3,624 -5%
Charles Schwab
50
Charles Schwab
California
$1.22M

NVEE Hedge Fund Activity: Q2 2018 in Review

123 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2018, worth a combined $456M — up 32% from $347M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NVEE positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.4M. The largest seller was First Wilshire Securities Management, cutting an estimated $5.16M.

  • 123 institutional investors held NV5 Global (NVEE) as of Q2 2018, up from 111 in Q1 2018.
  • Funds reported $456M of NV5 Global stock for Q2 2018, up 32% quarter-over-quarter.
  • 19 funds opened new NV5 Global positions in Q2 2018 and 6 closed out, a net change of +13 holders.
  • The largest NV5 Global buyer in Q2 2018 was Wells Fargo, an estimated $18.4M added.
  • The largest NV5 Global seller in Q2 2018 was First Wilshire Securities Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2018.