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NVEE

NV5 Global

Delisted

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

136 hedge funds and large institutions have $621M invested in NV5 Global in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $424M → $621M (+$197M)

38% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.47M

17% more funds holding

Funds holding: 116136 (+20)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

5.11% less ownership

Funds ownership: 243.08%237.97% (-5.1%)

Holders
136
Holders Change
+20
Holders Change %
+17.24%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
40
Reduced
41
Closed
11
Calls
$2.02M
Puts
$1.47M
Net Calls
+$560K
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cruiser Capital Advisors
Connecticut
$5.17M +$98.7K +5,868 +2%
DCM
27
Driehaus Capital Management
Illinois
$4.77M +$2.85M +169,200 +232%
MCM
28
Mitchell Capital Management
Kansas
$4.21M +$120K +7,120 +3%
ACA
29
Anchor Capital Advisors
Massachusetts
$3.91M +$162K +9,640 +5%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$3.56M -$769K -45,692 -20%
N
31
Nuveen
North Carolina
$3.23M +$69.4K +4,124 +3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$3.21M -$87K -5,172 -3%
Morgan Stanley
33
Morgan Stanley
New York
$3.19M +$169K +10,068 +7%
CFS
34
Capital Financial Services
New York
$2.93M +$2.5M +148,856 New
CIS
35
Connors Investor Services
Pennsylvania
$2.82M -$13.3K -788 -0.5%
CI
36
Cambiar Investors
Colorado
$2.81M -$638K -37,928 -21%
SRAM
37
Spouting Rock Asset Management
Pennsylvania
$2.7M +$2.31M +137,200 New
WC
38
Woodstock Corp
Massachusetts
$2.5M
JP Morgan Chase
39
JP Morgan Chase
New York
$2.43M +$1.6M +94,980 +337%
KCM
40
Kornitzer Capital Management
Kansas
$2.4M +$269K +16,000 +15%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$2.39M +$725K +43,108 +55%
FG
42
Formula Growth
Quebec, Canada
$2.36M
LWAC
43
Laurel Wealth Advisors (California)
California
$2.31M
First Trust Advisors
44
First Trust Advisors
Illinois
$1.98M +$467K +27,776 +38%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.91M -$33.6K -2,000 -2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.88M +$33.6K +2,000 +2%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$1.84M +$669K +39,748 +74%
CCA
48
Conestoga Capital Advisors
Pennsylvania
$1.72M -$183K -10,900 -11%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.55M +$71.9K +4,272 +7%
CS
50
Credit Suisse
Switzerland
$1.49M +$130K +7,756 +11%

NVEE Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2020, worth a combined $621M — up 47% from $424M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NVEE positions and 11 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.4M. The largest seller was American Century Companies, cutting an estimated $15.2M.

  • 136 institutional investors held NV5 Global (NVEE) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $621M of NV5 Global stock for Q4 2020, up 47% quarter-over-quarter.
  • 32 funds opened new NV5 Global positions in Q4 2020 and 11 closed out, a net change of +21 holders.
  • The largest NV5 Global buyer in Q4 2020 was Fidelity Investments, an estimated $11.4M added.
  • The largest NV5 Global seller in Q4 2020 was American Century Companies, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2020.