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NVEE

NV5 Global

Delisted

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

131 hedge funds and large institutions have $462M invested in NV5 Global in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

8% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $14.9M

4% less capital invested

Capital invested by funds: $483M → $462M (-$20.7M)

7.08% less ownership

Funds ownership: 255.56%248.48% (-7.1%)

11% less funds holding

Funds holding: 147131 (-16)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
131
Holders Change
-16
Holders Change %
-10.88%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
48
Reduced
44
Closed
32
Calls
$16.1M
Puts
$14.9M
Net Calls
+$1.16M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
26
Taylor Wealth Management Partners
Massachusetts
$4.87M +$1.81M +104,984 +47%
CCA
27
Cruiser Capital Advisors
Connecticut
$4.77M +$1.81M +105,364 +49%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.66M +$2.75M +159,964 +104%
MCM
29
Mitchell Capital Management
Kansas
$3.81M -$31.1K -1,804 -0.7%
GPGA
30
Grandeur Peak Global Advisors
Utah
$3.53M +$625K +36,300 +18%
Morgan Stanley
31
Morgan Stanley
New York
$3.44M +$371K +21,556 +10%
Charles Schwab
32
Charles Schwab
California
$3.14M +$113K +6,588 +3%
WC
33
Woodstock Corp
Massachusetts
$2.96M
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$2.75M +$1.65M +95,840 +107%
Goldman Sachs
35
Goldman Sachs
New York
$2.64M -$1.28M -74,080 -29%
First Trust Advisors
36
First Trust Advisors
Illinois
$2.63M -$1.09M -63,188 -26%
Invesco
37
Invesco
Georgia
$2.63M -$807K -46,856 -21%
SST
38
S Squared Technology
New York
$2.37M +$689K +40,000 +33%
MWNA
39
Marshall Wace North America
New York
$2.12M +$1.47M +85,136 +148%
AIS
40
AlphaOne Investment Services
Pennsylvania
$2.08M -$1.14M -66,144 -32%
CIS
41
Connors Investor Services
Pennsylvania
$2.02M +$57.2K +3,324 +3%
FG
42
Formula Growth
Quebec, Canada
$1.78M
CCM
43
Cadence Capital Management
Massachusetts
$1.76M +$36.1K +2,096 +2%
CIP
44
Chartwell Investment Partners
Pennsylvania
$1.62M +$1.13M +65,572 +150%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.5M -$48.2K -2,800 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.36M +$920K +53,444 +141%
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$1.18M -$26.2K -1,520 -2%
CS
48
Credit Suisse
Switzerland
$1.15M +$361K +20,960 +37%
KCM
49
Kornitzer Capital Management
Kansas
$1.13M +$344K +20,000 +36%
TCM
50
Timpani Capital Management
Wisconsin
$1.12M -$404K -23,480 -24%

NVEE Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2019, worth a combined $462M — down 4.3% from $483M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of NVEE and 18 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 48 added.

The largest buyer was Ashford Capital Management, adding an estimated $10.5M. The largest seller was Castleark Management, exiting entirely with an estimated $8.5M sold.

  • 131 institutional investors held NV5 Global (NVEE) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $462M of NV5 Global stock for Q1 2019, down 4.3% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2019 and 32 closed out, a net change of -14 holders.
  • The largest NV5 Global buyer in Q1 2019 was Ashford Capital Management, an estimated $10.5M added.
  • The largest NV5 Global seller in Q1 2019 was Castleark Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2019.