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NVEE

NV5 Global

Delisted

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

117 hedge funds and large institutions have $329M invested in NV5 Global in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

16.62% more ownership

Funds ownership: 240.64%257.26% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 125117 (-8)

15% less capital invested

Capital invested by funds: $388M → $329M (-$58.6M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

37% less call options, than puts

Call options by funds: $4.72M | Put options by funds: $7.46M

Holders
117
Holders Change
-8
Holders Change %
-6.4%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
45
Reduced
34
Closed
24
Calls
$4.72M
Puts
$7.46M
Net Calls
-$2.73M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$2.51M -$15.6K -1,168 -0.5%
SC
27
Skylands Capital
Wisconsin
$2.08M +$275K +20,600 +11%
WC
28
Woodstock Corp
Massachusetts
$2.05M -$15.4K -1,152 -0.6%
PI
29
Putnam Investments
Massachusetts
$1.84M +$139K +10,408 +6%
CS
30
Credit Suisse
Switzerland
$1.81M +$785K +58,756 +50%
ACA
31
Anchor Capital Advisors
Massachusetts
$1.81M -$17.1K -1,276 -0.7%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.8M -$34.4K -2,576 -1%
TFCM
33
Taylor Frigon Capital Management
Arizona
$1.72M +$675K +50,472 +44%
N
34
Nuveen
North Carolina
$1.69M +$258K +19,288 +13%
Allianz Asset Management
35
Allianz Asset Management
Germany
$1.67M +$64.1K +4,796 +3%
CI
36
Cambiar Investors
Colorado
$1.5M -$204K -15,296 -9%
CIS
37
Connors Investor Services
Pennsylvania
$1.44M -$695 -52 -0%
Deutsche Bank
38
Deutsche Bank
Germany
$1.08M +$698K +52,212 +99%
LWAC
39
Laurel Wealth Advisors (California)
California
$1.05M +$1.36M +101,772 New
FG
40
Formula Growth
Quebec, Canada
$1.03M
Bank of America
41
Bank of America
North Carolina
$985K +$987K +73,840 +343%
Millennium Management
42
Millennium Management
New York
$961K -$10M -750,596 -89%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$949K -$315K -23,600 -20%
FPCG
44
Fort Pitt Capital Group
Pennsylvania
$934K +$1.21M +90,476 New
MCM
45
Mitchell Capital Management
Kansas
$914K +$118K +8,816 +11%
Barclays
46
Barclays
United Kingdom
$845K +$539K +40,340 +97%
Swiss National Bank
47
Swiss National Bank
Switzerland
$822K +$21.4K +1,600 +2%
PRCP
48
Pacific Ridge Capital Partners
Oregon
$796K +$364K +27,240 +55%
KCM
49
Kornitzer Capital Management
Kansas
$785K
Morgan Stanley
50
Morgan Stanley
New York
$782K -$1.23M -92,392 -55%

NVEE Hedge Fund Activity: Q1 2020 in Review

117 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2020, worth a combined $329M — down 15% from $388M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVEE and 18 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was New South Capital Management, adding an estimated $18.1M. The largest seller was ACK Asset Management, exiting entirely with an estimated $16.5M sold.

  • 117 institutional investors held NV5 Global (NVEE) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $329M of NV5 Global stock for Q1 2020, down 15% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2020 and 24 closed out, a net change of -6 holders.
  • The largest NV5 Global buyer in Q1 2020 was New South Capital Management, an estimated $18.1M added.
  • The largest NV5 Global seller in Q1 2020 was ACK Asset Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2020.