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NVEE

NV5 Global

Delisted

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

135 hedge funds and large institutions have $535M invested in NV5 Global in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 136135 (-1)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2.94% less ownership

Funds ownership: 248.57%245.64% (-2.9%)

16% less capital invested

Capital invested by funds: $636M → $535M (-$100M)

22% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $20.8M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
46
Reduced
47
Closed
18
Calls
$16.1M
Puts
$20.8M
Net Calls
-$4.66M
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
26
Taylor Wealth Management Partners
Massachusetts
$5.52M -$94K -5,172 -2%
CCA
27
Cruiser Capital Advisors
Connecticut
$5.33M +$80K +4,400 +1%
EAM
28
Eagle Asset Management
Florida
$5.24M -$1.53M -83,992 -21%
Charles Schwab
29
Charles Schwab
California
$4.29M +$416K +22,884 +10%
MCM
30
Mitchell Capital Management
Kansas
$4.12M -$112K -6,168 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.62M +$2.97M +163,524 +338%
WC
32
Woodstock Corp
Massachusetts
$3.41M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$3.3M -$2.76M -152,032 -44%
Calamos Advisors
34
Calamos Advisors
Illinois
$3.03M +$1.04M +57,080 +47%
Allianz Asset Management
35
Allianz Asset Management
Germany
$2.71M -$4.83M -266,004 -63%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.7M -$50.6K -2,784 -2%
N
37
Nuveen
North Carolina
$2.6M +$170K +9,352 +7%
MWNA
38
Marshall Wace North America
New York
$2.43M -$2.43M -133,448 -48%
CI
39
Cambiar Investors
Colorado
$2.35M +$2.5M +137,544 New
CIS
40
Connors Investor Services
Pennsylvania
$2.34M +$16.2K +892 +0.7%
SC
41
Skylands Capital
Wisconsin
$2.21M +$1.45M +80,000 +163%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$2.14M -$240K -13,200 -10%
ACA
43
Anchor Capital Advisors
Massachusetts
$2.13M +$11K +608 +0.5%
TFCM
44
Taylor Frigon Capital Management
Arizona
$2.02M -$29.9K -1,648 -1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.95M -$32.5K -1,788 -2%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$1.84M +$1.96M +108,000 New
FG
47
Formula Growth
Quebec, Canada
$1.71M
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.6M +$228K +12,560 +15%
CS
49
Credit Suisse
Switzerland
$1.36M +$210K +11,544 +17%
KCM
50
Kornitzer Capital Management
Kansas
$1.3M

NVEE Hedge Fund Activity: Q3 2019 in Review

135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2019, worth a combined $535M — down 16% from $636M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NVEE and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 46 added.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $6.02M.

  • 135 institutional investors held NV5 Global (NVEE) as of Q3 2019, down from 136 in Q2 2019.
  • Funds reported $535M of NV5 Global stock for Q3 2019, down 16% quarter-over-quarter.
  • 17 funds opened new NV5 Global positions in Q3 2019 and 18 closed out, a net change of -1 holder.
  • The largest NV5 Global buyer in Q3 2019 was Fort Washington Investment Advisors, an estimated $11.7M added.
  • The largest NV5 Global seller in Q3 2019 was Lord, Abbett & Co, an estimated $6.02M sold.

Based on aggregated 13F filings for Q3 2019.