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NVEE

NV5 Global

Delisted

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

153 hedge funds and large institutions have $945M invested in NV5 Global in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

32% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $2.49M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $890M → $945M (+$54.9M)

1% more funds holding

Funds holding: 151153 (+2)

0.94% more ownership

Funds ownership: 248.32%249.26% (+0.94%)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
64
Reduced
47
Closed
12
Calls
$3.28M
Puts
$2.49M
Net Calls
+$785K
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Change in
Stake
GPGA
26
Grandeur Peak Global Advisors
Utah
$9.13M +$227K +9,200 +3%
CM
27
Castleark Management
Illinois
$8.65M +$335K +13,600 +4%
CA
28
CastleArk Alternatives
Illinois
$8.65M +$8.64M +350,908 New
First Trust Advisors
29
First Trust Advisors
Illinois
$8.48M -$3.49M -141,840 -29%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$7.73M +$228K +9,240 +3%
RA
31
Royce & Associates
New York
$6.91M -$493K -20,000 -7%
Swedbank
32
Swedbank
Sweden
$6.9M -$985K -40,000 -13%
TFCM
33
Taylor Frigon Capital Management
Arizona
$6.13M -$31.5K -1,280 -0.5%
ACA
34
Anchor Capital Advisors
Massachusetts
$5.32M -$21.7K -880 -0.4%
SBF
35
Sara-Bay Financial
Florida
$5.27M -$11.3K -460 -0.2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.05M +$434K +17,608 +9%
N
37
Nuveen
North Carolina
$4.88M -$141K -5,744 -3%
MCM
38
Mitchell Capital Management
Kansas
$4.85M -$81.1K -3,292 -2%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$4.39M
CCA
40
Cruiser Capital Advisors
Connecticut
$4.33M -$207K -8,400 -5%
CFS
41
Capital Financial Services
New York
$3.65M -$12.8K -520 -0.3%
CIS
42
Connors Investor Services
Pennsylvania
$3.42M +$121K +4,932 +4%
SRAM
43
Spouting Rock Asset Management
Pennsylvania
$3.41M +$145K +5,896 +4%
JP Morgan Chase
44
JP Morgan Chase
New York
$3.39M -$277K -11,264 -8%
SEI Investments
45
SEI Investments
Pennsylvania
$3.19M +$288K +11,700 +10%
LWAC
46
Laurel Wealth Advisors (California)
California
$3.15M +$400K +16,232 +15%
WC
47
Woodstock Corp
Massachusetts
$3.13M
SST
48
S Squared Technology
New York
$2.96M
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$2.94M
CI
50
Cambiar Investors
Colorado
$2.91M -$54.7K -2,220 -2%

NVEE Hedge Fund Activity: Q3 2021 in Review

153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2021, worth a combined $945M — up 6.2% from $890M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NVEE positions and 12 closed out — a net gain of 3 holders — while 64 added to existing stakes and 47 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $20M. The largest seller was American Century Companies, cutting an estimated $5.89M.

  • 153 institutional investors held NV5 Global (NVEE) as of Q3 2021, up from 151 in Q2 2021.
  • Funds reported $945M of NV5 Global stock for Q3 2021, up 6.2% quarter-over-quarter.
  • 15 funds opened new NV5 Global positions in Q3 2021 and 12 closed out, a net change of +3 holders.
  • The largest NV5 Global buyer in Q3 2021 was Mawer Investment Management, an estimated $20M added.
  • The largest NV5 Global seller in Q3 2021 was American Century Companies, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2021.