We are live on ! Find out more
NVEE

NV5 Global

Delisted

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

84 hedge funds and large institutions have $133M invested in NV5 Global in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more capital invested

Capital invested by funds: $84M → $133M (+$48.9M)

31% more funds holding

Funds holding: 6484 (+20)

Holders
84
Holders Change
+20
Holders Change %
+31.25%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
33
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$410K -$251K -37,180 -39%
PPA
52
Parametric Portfolio Associates
Washington
$379K +$360K +53,360 New
Charles Schwab
53
Charles Schwab
California
$373K +$124K +18,400 +54%
TA
54
Teachers Advisors
New York
$346K +$78.5K +11,640 +31%
SSG
55
Summit Securities Group
New York
$290K +$275K +40,852 New
MC
56
Menta Capital
California
$283K +$268K +39,760 New
CS
57
Credit Suisse
Switzerland
$235K +$222K +32,960 New
BlackRock
58
BlackRock
New York
$233K +$215K +31,876 +3,450%
WS
59
Wedbush Securities
California
$215K -$35.1K -5,208 -15%
CMBA
60
C.M. Bidwell & Associates
Hawaii
$199K +$50K +7,420 +36%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$167K +$158K +23,508 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$121K +17,920 +473%
NFA
63
Nationwide Fund Advisors
Ohio
$136K +$40.6K +6,028 +46%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$134K
US Bancorp
65
US Bancorp
Minnesota
$129K
AIG
66
American International Group
New York
$120K +$33.2K +4,924 +41%
Wells Fargo
67
Wells Fargo
California
$104K +$45.3K +6,720 +85%
Creative Planning
68
Creative Planning
Kansas
$99K -$12.5K -1,856 -12%
PCM
69
Prelude Capital Management
New York
$83K +$78.8K +11,692 New
UBS Group
70
UBS Group
Switzerland
$76K +$72.3K +10,720 New
Deutsche Bank
71
Deutsche Bank
Germany
$70K -$36.1K -5,352 -35%
AG
72
Advisor Group
Arizona
$68K +$64.8K +9,604 New
BA
73
BlackRock Advisors
Delaware
$64K +$22.6K +3,356 +59%
BIG
74
Bellwether Investment Group
Tennessee
$52K +$49.2K +7,300 New
Bank of America
75
Bank of America
North Carolina
$35K +$32.8K +4,872 New

NVEE Hedge Fund Activity: Q2 2016 in Review

84 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2016, worth a combined $133M — up 58% from $84M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVEE positions and 8 closed out — a net gain of 21 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Castleark Management, opening a new position worth an estimated $4.12M. The largest seller was Woodstock Corp, exiting entirely with an estimated $2.41M sold.

  • 84 institutional investors held NV5 Global (NVEE) as of Q2 2016, up from 64 in Q1 2016.
  • Funds reported $133M of NV5 Global stock for Q2 2016, up 58% quarter-over-quarter.
  • 29 funds opened new NV5 Global positions in Q2 2016 and 8 closed out, a net change of +21 holders.
  • The largest NV5 Global buyer in Q2 2016 was Castleark Management, an estimated $4.12M added.
  • The largest NV5 Global seller in Q2 2016 was Woodstock Corp, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2016.