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NVEE

NV5 Global

Delisted

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

151 hedge funds and large institutions have $890M invested in NV5 Global in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

36% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $3.13M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $897M → $890M (-$7.22M)

3% less funds holding

Funds holding: 156151 (-5)

7.9% less ownership

Funds ownership: 256.22%248.32% (-7.9%)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
66
Reduced
37
Closed
28
Calls
$4.24M
Puts
$3.13M
Net Calls
+$1.11M
Net Calls Change
-$864K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Castleark Management
Illinois
$7.97M -$189K -8,320 -2%
Swedbank
27
Swedbank
Sweden
$7.56M -$455K -20,000 -6%
Morgan Stanley
28
Morgan Stanley
New York
$7.38M +$122K +5,388 +2%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$7.19M +$640K +28,160 +10%
RA
30
Royce & Associates
New York
$7.1M
Mawer Investment Management
31
Mawer Investment Management
Alberta, Canada
$6.22M +$5.98M +263,296 New
TFCM
32
Taylor Frigon Capital Management
Arizona
$5.91M -$274K -12,036 -5%
ACA
33
Anchor Capital Advisors
Massachusetts
$5.13M +$65.8K +2,896 +1%
SBF
34
Sara-Bay Financial
Florida
$5.11M -$86.1K -3,788 -2%
MCM
35
Mitchell Capital Management
Kansas
$4.73M -$49.2K -2,164 -1%
N
36
Nuveen
North Carolina
$4.66M +$755K +33,232 +20%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$4.43M +$576K +25,324 +16%
Bank of America
38
Bank of America
North Carolina
$4.42M -$22.9M -1,009,184 -84%
CCA
39
Cruiser Capital Advisors
Connecticut
$4.35M
Wellington Management Group
40
Wellington Management Group
Massachusetts
$4.21M +$4.05M +178,200 New
CFS
41
Capital Financial Services
New York
$3.52M
JP Morgan Chase
42
JP Morgan Chase
New York
$3.51M -$2.17M -95,672 -39%
CIS
43
Connors Investor Services
Pennsylvania
$3.16M -$8.73K -384 -0.3%
SRAM
44
Spouting Rock Asset Management
Pennsylvania
$3.13M -$238K -10,460 -7%
WC
45
Woodstock Corp
Massachusetts
$3M
SST
46
S Squared Technology
New York
$2.84M +$326K +14,352 +14%
CI
47
Cambiar Investors
Colorado
$2.84M +$69.6K +3,060 +3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.84M +$2.2M +96,668 +414%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$2.82M +$34.1K +1,500 +1%
SEI Investments
50
SEI Investments
Pennsylvania
$2.78M +$1.31M +57,808 +97%

NVEE Hedge Fund Activity: Q2 2021 in Review

151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2021, worth a combined $890M — down 0.8% from $897M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NVEE and 23 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 66 added.

The largest buyer was American Century Companies, adding an estimated $17.6M. The largest seller was Bank of America, cutting an estimated $22.9M.

  • 151 institutional investors held NV5 Global (NVEE) as of Q2 2021, down from 156 in Q1 2021.
  • Funds reported $890M of NV5 Global stock for Q2 2021, down 0.8% quarter-over-quarter.
  • 23 funds opened new NV5 Global positions in Q2 2021 and 28 closed out, a net change of -5 holders.
  • The largest NV5 Global buyer in Q2 2021 was American Century Companies, an estimated $17.6M added.
  • The largest NV5 Global seller in Q2 2021 was Bank of America, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2021.