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NVEE

NV5 Global

Delisted

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

111 hedge funds and large institutions have $347M invested in NV5 Global in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $213K

1.92% more ownership

Funds ownership: 227.45%229.37% (+1.9%)

4% more capital invested

Capital invested by funds: $333M → $347M (+$14M)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

5% less funds holding

Funds holding: 117111 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
37
Reduced
39
Closed
16
Calls
$1.13M
Puts
$213K
Net Calls
+$919K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
101
Parallax Volatility Advisers
California
$7K -$51.6K -4,184 -89%
ASN
102
Advisory Services Network
Georgia
$6K
FGC
103
Financial Gravity Companies
Texas
$4K
IA
104
IFP Advisors
Florida
$4K
FGAM
105
Financial Gravity Asset Management
Texas
$4K +$2.96K +240 New
AG
106
Advisor Group
Arizona
$3K -$167K -13,584 -99%
WPA
107
West Paces Advisors
Georgia
$2.29K
PA
108
Parallel Advisors
California
$2K
QI
109
QS Investors
New York
$1K
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$1K
APP
111
Avantax Planning Partners
Iowa
$1K +$838 +68 New
EI
112
EAM Investors
California
-$3.75M -276,676 Closed
Ameriprise
113
Ameriprise
Minnesota
-$1.5M -111,020 Closed
ACM
114
Ativo Capital Management
Illinois
-$1.12M -82,896 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
-$933K -75,632 Closed
EGI
116
EAM Global Investors
California
-$880K -65,004 Closed
KA
117
Kovack Advisors
Florida
-$595K -43,964 Closed
SSWM
118
Sheets Smith Wealth Management
North Carolina
-$464K -34,248 Closed
SCM
119
Silver Capital Management
New York
-$409K -30,244 Closed
Squarepoint
120
Squarepoint
New York
-$328K -24,264 Closed
CAS
121
Cue Advisory Services
Arizona
-$312K -23,044 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$225K -18,276 Closed
CMBA
123
C.M. Bidwell & Associates
Hawaii
-$84K -6,180 Closed
TCOV
124
Trust Company of Vermont
Vermont
-$13K -960 Closed
DCM
125
Delpha Capital Management
New York
-$10K -712 Closed

NVEE Hedge Fund Activity: Q1 2018 in Review

111 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2018, worth a combined $347M — up 4.2% from $333M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NVEE and 10 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 37 added.

The largest buyer was Wells Fargo, adding an estimated $7.14M. The largest seller was Russell Investments Group, cutting an estimated $5.56M.

  • 111 institutional investors held NV5 Global (NVEE) as of Q1 2018, down from 117 in Q4 2017.
  • Funds reported $347M of NV5 Global stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 10 funds opened new NV5 Global positions in Q1 2018 and 16 closed out, a net change of -6 holders.
  • The largest NV5 Global buyer in Q1 2018 was Wells Fargo, an estimated $7.14M added.
  • The largest NV5 Global seller in Q1 2018 was Russell Investments Group, an estimated $5.56M sold.

Based on aggregated 13F filings for Q1 2018.