We are live on ! Find out more
NVEE

NV5 Global

Delisted

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

117 hedge funds and large institutions have $421M invested in NV5 Global in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

28% more capital invested

Capital invested by funds: $329M → $421M (+$91.5M)

11% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $3.71M

0% more funds holding

Funds holding: 117117 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2.98% less ownership

Funds ownership: 257.26%254.28% (-3%)

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
46
Reduced
32
Closed
17
Calls
$4.1M
Puts
$3.71M
Net Calls
+$392K
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$266K -$9.9K -880 -4%
AWM
77
AE Wealth Management
Kansas
$253K +$224K +19,872 New
UBS Group
78
UBS Group
Switzerland
$250K -$100K -8,920 -31%
SS
79
Simplicity Solutions
Minnesota
$240K +$213K +18,884 New
MIM
80
MetLife Investment Management
New Jersey
$236K
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$231K +$205K +18,212 New
AG
82
Algert Global
California
$222K +$197K +17,480 New
ACA
83
Aptus Capital Advisors
Alabama
$221K +$196K +17,400 New
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$211K +$187K +16,624 New
Truist Financial
85
Truist Financial
North Carolina
$208K +$184K +16,332 New
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$201K +$42.3K +3,756 +31%
JP Morgan Chase
87
JP Morgan Chase
New York
$183K +$7.83K +696 +5%
Citigroup
88
Citigroup
New York
$167K +$6.08K +540 +4%
PI
89
PEAK6 Investments
Illinois
$147K -$703K -62,436 -84%
Legal & General Group
90
Legal & General Group
United Kingdom
$100K +$2.25K +200 +3%
TRCT
91
Tower Research Capital (TRC)
New York
$100K +$88.2K +7,840 New
CG
92
Cutler Group
California
$76K +$9K +800 +15%
AIP
93
Ameritas Investment Partners
Nebraska
$47K
AAP
94
Arax Advisory Partners
Colorado
$46K +$31.5K +2,800 +357%
Osaic Holdings
95
Osaic Holdings
Arizona
$39K -$111K -9,840 -76%
Canada Life
96
Canada Life
Manitoba, Canada
$37K
GGHC
97
Gilder Gagnon Howe & Co
New York
$33K
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$31K
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$21.8K -$126K -11,212 -87%
VFA
100
Valeo Financial Advisors
Indiana
$13K

NVEE Hedge Fund Activity: Q2 2020 in Review

117 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2020, worth a combined $421M — up 28% from $329M a quarter earlier.

Fund positioning in NVEE was balanced in Q2 2020: 17 funds opened new positions, 17 closed out, 46 added to existing stakes and 32 trimmed.

The largest buyer was Invesco, adding an estimated $13.8M. The largest seller was Copper Rock Capital Partners, cutting an estimated $4.7M.

  • 117 institutional investors held NV5 Global (NVEE) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $421M of NV5 Global stock for Q2 2020, up 28% quarter-over-quarter.
  • 17 funds opened new NV5 Global positions in Q2 2020 and 17 closed out, a net change of 0 holders.
  • The largest NV5 Global buyer in Q2 2020 was Invesco, an estimated $13.8M added.
  • The largest NV5 Global seller in Q2 2020 was Copper Rock Capital Partners, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2020.