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NVEE

NV5 Global

Delisted

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

131 hedge funds and large institutions have $462M invested in NV5 Global in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

8% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $14.9M

4% less capital invested

Capital invested by funds: $483M → $462M (-$20.7M)

7.08% less ownership

Funds ownership: 255.56%248.48% (-7.1%)

11% less funds holding

Funds holding: 147131 (-16)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
131
Holders Change
-16
Holders Change %
-10.88%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
48
Reduced
44
Closed
32
Calls
$16.1M
Puts
$14.9M
Net Calls
+$1.16M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$403K +$467K +27,144 New
PPA
77
Parametric Portfolio Associates
Washington
$401K -$134K -7,764 -22%
Citigroup
78
Citigroup
New York
$389K -$85.2K -4,948 -16%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$389K
FAM
80
Formidable Asset Management
Ohio
$365K +$652K +37,872 New
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$362K +$172K +10,008 +70%
AIG
82
American International Group
New York
$355K -$13.3K -772 -3%
LAM
83
Lapides Asset Management
Connecticut
$326K +$379K +22,000 New
Group One Trading
84
Group One Trading
Illinois
$317K +$128K +7,448 +54%
RWA
85
Redhawk Wealth Advisors
Minnesota
$312K -$1.86K -108 -0.5%
CCA
86
Conestoga Capital Advisors
Pennsylvania
$294K +$342K +19,840 New
BFM
87
Boothbay Fund Management
New York
$292K +$339K +19,692 New
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$287K -$7.57K -440 -2%
NA
89
Navellier & Associates
Nevada
$283K -$12.3K -712 -4%
UBS Group
90
UBS Group
Switzerland
$280K -$18K -1,044 -5%
OAM
91
Origin Asset Management
United Kingdom
$277K
BCM
92
BBT Capital Management
Texas
$275K +$319K +18,504 New
Simplex Trading
93
Simplex Trading
Illinois
$271K +$315K +18,276 New
WG
94
Winton Group
United Kingdom
$263K -$224K -13,000 -42%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$246K -$53K -3,080 -16%
Principal Financial Group
96
Principal Financial Group
Iowa
$245K -$1.31K -76 -0.5%
MIM
97
MetLife Investment Management
New Jersey
$236K
VOYA Investment Management
98
VOYA Investment Management
Georgia
$235K
Victory Capital Management
99
Victory Capital Management
Texas
$232K +$9.64K +560 +4%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$229K +$35.7K +2,076 +16%

NVEE Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2019, worth a combined $462M — down 4.3% from $483M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of NVEE and 18 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 48 added.

The largest buyer was Ashford Capital Management, adding an estimated $10.5M. The largest seller was Castleark Management, exiting entirely with an estimated $8.5M sold.

  • 131 institutional investors held NV5 Global (NVEE) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $462M of NV5 Global stock for Q1 2019, down 4.3% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2019 and 32 closed out, a net change of -14 holders.
  • The largest NV5 Global buyer in Q1 2019 was Ashford Capital Management, an estimated $10.5M added.
  • The largest NV5 Global seller in Q1 2019 was Castleark Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2019.