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NVEE

NV5 Global

Delisted

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

60 hedge funds and large institutions have $58.4M invested in NV5 Global in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

8% less funds holding

Funds holding: 6560 (-5)

21% less capital invested

Capital invested by funds: $74M → $58.4M (-$15.6M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
28
Reduced
14
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$5K -$456 -80 -7%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$4K +$4.61K +808 New
UMA
53
USA Mutuals Advisors
Texas
$3K +$3.35K +588 New
Creative Planning
54
Creative Planning
Kansas
$3K +$3.42K +600 New
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$3K +$3.67K +644 New
PCM
56
Penn Capital Management
Pennsylvania
-$1.83M -301,020 Closed
BIM
57
Bogle Investment Management
Massachusetts
-$726K -119,844 Closed
FA
58
Friess Associates
Delaware
-$704K -116,000 Closed
MERSOM
59
Municipal Employees' Retirement System of Michigan
Michigan
-$466K -76,800 Closed
TC
60
TFS Capital
Pennsylvania
-$407K -67,052 Closed
SIM
61
Spark Investment Management
New York
-$295K -48,800 Closed
VKH
62
Virtu KCG Holdings
New York
-$280K -46,168 Closed
Charles Schwab
63
Charles Schwab
California
-$207K -34,000 Closed
WS
64
Wedbush Securities
California
-$200K -33,000 Closed
Invesco
65
Invesco
Georgia
-$54K -8,824 Closed
Bank of America
66
Bank of America
North Carolina
-$30.1K -5,276 -99%
CCS
67
Crosspoint Capital Strategies
California
-$11K -1,824 Closed
MSFP
68
Mark Sheptoff Financial Planning
Connecticut
-$10K -1,600 Closed
TDC
69
Thompson Davis & Co
Virginia
-$6K -1,056 Closed
Wells Fargo
70
Wells Fargo
California
-$5.33K -936 -91%
Barclays
71
Barclays
United Kingdom
-$1.64K -288 -73%
Citigroup
72
Citigroup
New York
-$1.48K -260 -98%
Federated Hermes
73
Federated Hermes
Pennsylvania
-$1K -88 Closed
GC
74
Globeflex Capital
California
-$342 -60 -56%

NVEE Hedge Fund Activity: Q3 2015 in Review

60 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2015, worth a combined $58.4M — down 21% from $74M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NVEE and 10 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 28 added.

The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $1.36M. The largest seller was Penn Capital Management, exiting entirely with an estimated $1.83M sold.

  • 60 institutional investors held NV5 Global (NVEE) as of Q3 2015, down from 65 in Q2 2015.
  • Funds reported $58.4M of NV5 Global stock for Q3 2015, down 21% quarter-over-quarter.
  • 10 funds opened new NV5 Global positions in Q3 2015 and 14 closed out, a net change of -4 holders.
  • The largest NV5 Global buyer in Q3 2015 was Bridgeway Capital Management, an estimated $1.36M added.
  • The largest NV5 Global seller in Q3 2015 was Penn Capital Management, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2015.