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NVEE

NV5 Global

Delisted

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

125 hedge funds and large institutions have $388M invested in NV5 Global in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

5% less ownership

Funds ownership: 245.64%240.64% (-5%)

7% less funds holding

Funds holding: 135125 (-10)

28% less capital invested

Capital invested by funds: $535M → $388M (-$147M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $17.6M

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
45
Reduced
38
Closed
29
Calls
$5.47M
Puts
$17.6M
Net Calls
-$12.1M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$3.08M -$1.18M -81,300 -25%
Renaissance Technologies
27
Renaissance Technologies
New York
$2.87M +$3.32M +227,600 New
WC
28
Woodstock Corp
Massachusetts
$2.52M
SC
29
Skylands Capital
Wisconsin
$2.29M +$761K +52,200 +40%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.23M +$274K +18,824 +12%
ACA
31
Anchor Capital Advisors
Massachusetts
$2.23M +$751K +51,536 +41%
Morgan Stanley
32
Morgan Stanley
New York
$2.12M -$2.46M -168,728 -50%
PI
33
Putnam Investments
Massachusetts
$2.12M +$2.45M +168,004 New
CI
34
Cambiar Investors
Colorado
$2.03M +$342K +23,488 +17%
IECM
35
Intrinsic Edge Capital Management
Illinois
$2.02M +$2.33M +160,000 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$1.98M -$25.4K -1,744 -1%
N
37
Nuveen
North Carolina
$1.82M -$124K -8,480 -6%
CIS
38
Connors Investor Services
Pennsylvania
$1.76M +$41.4K +2,844 +2%
Citadel Advisors
39
Citadel Advisors
Florida
$1.6M +$1.53M +104,976 +474%
PI
40
PEAK6 Investments
Illinois
$1.57M +$1.03M +70,796 +132%
CS
41
Credit Suisse
Switzerland
$1.48M +$541K +37,148 +46%
TFCM
42
Taylor Frigon Capital Management
Arizona
$1.46M -$33.9K -2,324 -2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.46M +$17.5K +1,200 +1%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.44M +$1.07M +73,544 +180%
FG
45
Formula Growth
Quebec, Canada
$1.26M
MCM
46
Mitchell Capital Management
Kansas
$1.01M -$2.35M -161,364 -67%
Swiss National Bank
47
Swiss National Bank
Switzerland
$984K +$35K +2,400 +3%
BFM
48
Boothbay Fund Management
New York
$980K +$426K +29,204 +60%
KCM
49
Kornitzer Capital Management
Kansas
$959K
Wolverine Trading
50
Wolverine Trading
Illinois
$876K +$766K +52,592 +286%

NVEE Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2019, worth a combined $388M — down 28% from $535M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of NVEE and 20 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 45 added.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $20.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $28.1M sold.

  • 125 institutional investors held NV5 Global (NVEE) as of Q4 2019, down from 135 in Q3 2019.
  • Funds reported $388M of NV5 Global stock for Q4 2019, down 28% quarter-over-quarter.
  • 20 funds opened new NV5 Global positions in Q4 2019 and 29 closed out, a net change of -9 holders.
  • The largest NV5 Global buyer in Q4 2019 was ACK Asset Management, an estimated $20.3M added.
  • The largest NV5 Global seller in Q4 2019 was Lord, Abbett & Co, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2019.