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NVEE

NV5 Global

Delisted

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

117 hedge funds and large institutions have $329M invested in NV5 Global in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

16.62% more ownership

Funds ownership: 240.64%257.26% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 125117 (-8)

15% less capital invested

Capital invested by funds: $388M → $329M (-$58.6M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

37% less call options, than puts

Call options by funds: $4.72M | Put options by funds: $7.46M

Holders
117
Holders Change
-8
Holders Change %
-6.4%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
45
Reduced
34
Closed
24
Calls
$4.72M
Puts
$7.46M
Net Calls
-$2.73M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$776K +$445K +33,328 +80%
PI
52
PEAK6 Investments
Illinois
$764K -$673K -50,360 -41%
First Trust Advisors
53
First Trust Advisors
Illinois
$759K -$546K -40,880 -36%
Citadel Advisors
54
Citadel Advisors
Florida
$707K -$783K -58,608 -46%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$680K +$415K +31,076 +89%
Goldman Sachs
56
Goldman Sachs
New York
$655K +$197K +14,736 +30%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$646K -$26.6K -1,988 -3%
CCA
58
Conestoga Capital Advisors
Pennsylvania
$628K -$86.9K -6,500 -10%
YMRC
59
Yorktown Management & Research Company
Virginia
$603K
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$557K +$417K +31,232 +137%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$555K +$27.4K +2,052 +4%
RG
62
Renaissance Group
Kentucky
$550K +$82.5K +6,172 +13%
AllianceBernstein
63
AllianceBernstein
Tennessee
$512K +$225K +16,800 +51%
BFM
64
Boothbay Fund Management
New York
$490K -$404K -30,224 -39%
AA
65
Ancora Advisors
Ohio
$482K +$624K +46,680 New
CNAM
66
Campbell Newman Asset Management
Wisconsin
$479K -$35.2K -2,632 -5%
UCFA
67
United Capital Financial Advisors
Texas
$437K
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$425K
AIC
69
AWM Investment Company
New York
$413K -$267K -20,000 -33%
SEI Investments
70
SEI Investments
Pennsylvania
$402K +$521K +38,964 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$384K +$802 +60 +0.2%
FIM
72
Freedom Investment Management
Connecticut
$375K +$320K +23,980 New
Invesco
73
Invesco
Georgia
$341K +$217K +16,268 +97%
ACM
74
AlphaCrest Capital Management
New York
$306K +$396K +29,600 New
UBS Group
75
UBS Group
Switzerland
$295K -$512K -38,280 -57%

NVEE Hedge Fund Activity: Q1 2020 in Review

117 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2020, worth a combined $329M — down 15% from $388M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVEE and 18 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was New South Capital Management, adding an estimated $18.1M. The largest seller was ACK Asset Management, exiting entirely with an estimated $16.5M sold.

  • 117 institutional investors held NV5 Global (NVEE) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $329M of NV5 Global stock for Q1 2020, down 15% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2020 and 24 closed out, a net change of -6 holders.
  • The largest NV5 Global buyer in Q1 2020 was New South Capital Management, an estimated $18.1M added.
  • The largest NV5 Global seller in Q1 2020 was ACK Asset Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2020.