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NVEE

NV5 Global
NVEE

Delisted

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

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156 hedge funds and large institutions have $897M invested in NV5 Global in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

51% more call options, than puts

Call options by funds: $5.83M | Put options by funds: $3.85M

45% more capital invested

Capital invested by funds: $621M → $897M (+$276M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

18.25% more ownership

Funds ownership: 237.97% → 256.22% (+18%)

15% more funds holding

Funds holding: 136 → 156 (+20)

Holders
156
Holders Change
+20
Holders Change %
+14.71%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
56
Reduced
43
Closed
13
Calls
$5.83M
Puts
$3.85M
Net Calls
+$1.98M
Net Calls Change
+$1.42M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$27.7M
2
KCM
Kornitzer Capital Management
Kansas
+$12.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.5M
4
DCM
Driehaus Capital Management
Illinois
+$10.9M
5
American Century Companies
American Century Companies
Missouri
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
-$17.8M
2
SCA
Summit Creek Advisors
Minnesota
-$5.29M
3
EA
Emerald Advisers
Pennsylvania
-$3.49M
4
Wells Fargo
Wells Fargo
California
-$2.39M
5
CCA
Cruiser Capital Advisors
Connecticut
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swedbank
26
Swedbank
Sweden
$8.21M +$8.11M +340,000 New
Morgan Stanley
27
Morgan Stanley
New York
$7.41M +$3.45M +144,740 +89%
RA
28
Royce & Associates
New York
$7.25M +$734K +30,800 +11%
Charles Schwab
29
Charles Schwab
California
$7.18M +$205K +8,588 +3%
Marshall Wace
30
Marshall Wace
United Kingdom
$7.12M +$7.03M +294,892 New
Russell Investments Group
31
Russell Investments Group
United Kingdom
$6.67M +$2.28M +95,696 +53%
TFCM
32
Taylor Frigon Capital Management
Arizona
$6.33M -$127K -5,332 -2%
JP Morgan Chase
33
JP Morgan Chase
New York
$5.9M +$2.89M +121,244 +98%
SBF
34
Sara-Bay Financial
Florida
$5.27M +$5.2M +218,248 New
ACA
35
Anchor Capital Advisors
Massachusetts
$5.17M +$371K +15,544 +8%
BPIM
36
Brant Point Investment Management
New York
$5.07M +$5.01M +210,000 New
MCM
37
Mitchell Capital Management
Kansas
$4.89M -$276K -11,568 -5%
PCM
38
Pinz Capital Management
New York
$4.82M +$4.76M +199,780 New
CCA
39
Cruiser Capital Advisors
Connecticut
$4.45M -$1.87M -78,524 -30%
First Trust Advisors
40
First Trust Advisors
Illinois
$4.42M +$1.97M +82,808 +83%
Calamos Advisors
41
Calamos Advisors
Illinois
$4.03M +$3.98M +166,988 New
N
42
Nuveen
North Carolina
$3.96M -$9.25K -388 -0.2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.91M -$27.2K -1,140 -0.7%
SRAM
44
Spouting Rock Asset Management
Pennsylvania
$3.75M +$137K +5,736 +4%
CFS
45
Capital Financial Services
New York
$3.59M – – –
CIS
46
Connors Investor Services
Pennsylvania
$3.24M -$221K -9,276 -6%
WC
47
Woodstock Corp
Massachusetts
$3.06M – – –
LWAC
48
Laurel Wealth Advisors (California)
California
$2.98M +$147K +6,180 +5%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$2.84M -$88.2K -3,700 -3%
CI
50
Cambiar Investors
Colorado
$2.83M -$611K -25,628 -18%
1
2
3 4 5

NVEE Hedge Fund Activity: Q1 2021 in Review

156 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2021, worth a combined $897M — up 45% from $621M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NVEE positions and 13 closed out — a net gain of 23 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $27.7M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $17.8M sold.

  • 156 institutional investors held NV5 Global (NVEE) as of Q1 2021, up from 136 in Q4 2020.
  • Funds reported $897M of NV5 Global stock for Q1 2021, up 45% quarter-over-quarter.
  • 36 funds opened new NV5 Global positions in Q1 2021 and 13 closed out, a net change of +23 holders.
  • The largest NV5 Global buyer in Q1 2021 was Bank of America, an estimated $27.7M added.
  • The largest NV5 Global seller in Q1 2021 was Cooke & Bieler, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2021.