We are live on ! Find out more
NVEE

NV5 Global

Delisted

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

151 hedge funds and large institutions have $890M invested in NV5 Global in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

36% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $3.13M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $897M → $890M (-$7.22M)

3% less funds holding

Funds holding: 156151 (-5)

7.9% less ownership

Funds ownership: 256.22%248.32% (-7.9%)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
66
Reduced
37
Closed
28
Calls
$4.24M
Puts
$3.13M
Net Calls
+$1.11M
Net Calls Change
-$864K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$889K +$41.7K +1,836 +5%
AQR Capital Management
77
AQR Capital Management
Connecticut
$889K +$855K +37,636 New
FIM
78
Freedom Investment Management
Connecticut
$802K +$151K +6,664 +24%
LPL Financial
79
LPL Financial
California
$775K -$12.1K -532 -2%
AWM
80
AE Wealth Management
Kansas
$761K +$28.2K +1,240 +4%
Barclays
81
Barclays
United Kingdom
$682K -$554K -24,380 -46%
Goldman Sachs
82
Goldman Sachs
New York
$676K -$960K -42,248 -60%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$673K +$118K +5,204 +22%
N
84
Natixis
France
$671K +$645K +28,380 New
APP
85
Alpha Paradigm Partners
Illinois
$625K +$601K +26,452 New
TIA
86
Tandem Investment Advisors
South Carolina
$601K +$3.64K +160 +0.6%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$593K +$126K +5,524 +28%
BFM
88
Boothbay Fund Management
New York
$582K +$109K +4,816 +24%
FNBOH
89
First National Bank of Hutchinson
Kansas
$530K -$24.6K -1,084 -5%
TRCT
90
Tower Research Capital (TRC)
New York
$527K +$450K +19,776 +787%
EA
91
Ellsworth Advisors
Ohio
$524K +$31K +1,364 +7%
UBS Group
92
UBS Group
Switzerland
$512K +$123K +5,404 +33%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$456K +$7.55K +332 +2%
MIM
94
MetLife Investment Management
New Jersey
$438K
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$428K +$25.4K +1,116 +7%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$420K +$244K +10,732 +153%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$369K +$316K +13,904 +860%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$347K +$38.6K +1,696 +13%
OCM
99
Orion Capital Management
California
$336K
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$329K +$55.8K +2,456 +21%

NVEE Hedge Fund Activity: Q2 2021 in Review

151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2021, worth a combined $890M — down 0.8% from $897M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NVEE and 23 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 66 added.

The largest buyer was American Century Companies, adding an estimated $17.6M. The largest seller was Bank of America, cutting an estimated $22.9M.

  • 151 institutional investors held NV5 Global (NVEE) as of Q2 2021, down from 156 in Q1 2021.
  • Funds reported $890M of NV5 Global stock for Q2 2021, down 0.8% quarter-over-quarter.
  • 23 funds opened new NV5 Global positions in Q2 2021 and 28 closed out, a net change of -5 holders.
  • The largest NV5 Global buyer in Q2 2021 was American Century Companies, an estimated $17.6M added.
  • The largest NV5 Global seller in Q2 2021 was Bank of America, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2021.