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NVEE

NV5 Global

Delisted

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

135 hedge funds and large institutions have $535M invested in NV5 Global in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 136135 (-1)

2% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 47

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2.94% less ownership

Funds ownership: 248.57%245.64% (-2.9%)

16% less capital invested

Capital invested by funds: $636M → $535M (-$100M)

22% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $20.8M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
46
Reduced
47
Closed
18
Calls
$16.1M
Puts
$20.8M
Net Calls
-$4.66M
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.29M +$21.8K +1,200 +2%
RFWA
52
RPg Family Wealth Advisory
Massachusetts
$1.23M -$111K -6,120 -8%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.1M +$32.6K +1,796 +3%
AIC
54
AWM Investment Company
New York
$1.02M
YMRC
55
Yorktown Management & Research Company
Virginia
$949K
LSC
56
Lyon Street Capital
California
$942K -$1.69M -92,900 -63%
PRCP
57
Pacific Ridge Capital Partners
Oregon
$941K -$2.18K -120 -0.2%
PI
58
PEAK6 Investments
Illinois
$914K +$973K +53,548 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$888K
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$867K -$2.18K -120 -0.2%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$842K +$896K +49,324 New
CNAM
62
Campbell Newman Asset Management
Wisconsin
$832K -$6.76K -372 -0.8%
BFM
63
Boothbay Fund Management
New York
$828K +$694K +38,164 +368%
Goldman Sachs
64
Goldman Sachs
New York
$805K -$139K -7,632 -14%
UCFA
65
United Capital Financial Advisors
Texas
$723K -$2.11K -116 -0.3%
First Trust Advisors
66
First Trust Advisors
Illinois
$698K -$2.05M -112,660 -73%
UBS Group
67
UBS Group
Switzerland
$684K +$439K +24,164 +152%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$637K +$11.6K +636 +2%
FNBOH
69
First National Bank of Hutchinson
Kansas
$604K -$727 -40 -0.1%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$584K -$25.6K -1,408 -4%
RG
71
Renaissance Group
Kentucky
$528K +$7.27K +400 +1%
Citigroup
72
Citigroup
New York
$519K +$49.9K +2,748 +10%
PPA
73
Parametric Portfolio Associates
Washington
$514K +$28K +1,540 +5%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$509K -$286K -15,720 -35%
CAM
75
Concorde Asset Management
Michigan
$495K -$152K -8,360 -22%

NVEE Hedge Fund Activity: Q3 2019 in Review

135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2019, worth a combined $535M — down 16% from $636M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NVEE and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 46 added.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $6.02M.

  • 135 institutional investors held NV5 Global (NVEE) as of Q3 2019, down from 136 in Q2 2019.
  • Funds reported $535M of NV5 Global stock for Q3 2019, down 16% quarter-over-quarter.
  • 17 funds opened new NV5 Global positions in Q3 2019 and 18 closed out, a net change of -1 holder.
  • The largest NV5 Global buyer in Q3 2019 was Fort Washington Investment Advisors, an estimated $11.7M added.
  • The largest NV5 Global seller in Q3 2019 was Lord, Abbett & Co, an estimated $6.02M sold.

Based on aggregated 13F filings for Q3 2019.