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NVEE

NV5 Global

Delisted

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

136 hedge funds and large institutions have $636M invested in NV5 Global in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

38% more capital invested

Capital invested by funds: $462M → $636M (+$174M)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 131136 (+5)

0.09% more ownership

Funds ownership: 248.48%248.57% (+0.09%)

16% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $30.5M

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
2.95%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
28
Increased
52
Reduced
38
Closed
20
Calls
$25.6M
Puts
$30.5M
Net Calls
-$4.92M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
101
Stone Ridge Asset Management
New York
$223K +$195K +10,952 New
FIM
102
Freedom Investment Management
Connecticut
$218K +$191K +10,720 New
Jane Street
103
Jane Street
New York
$214K +$188K +10,536 New
BFM
104
Boothbay Fund Management
New York
$211K -$166K -9,324 -47%
CL
105
CIM LLC
New York
$200K +$176K +9,836 New
AG
106
Aperio Group
California
$169K +$148K +8,288 New
Legal & General Group
107
Legal & General Group
United Kingdom
$161K +$13.8K +772 +11%
SG Americas Securities
108
SG Americas Securities
New York
$160K +$140K +7,848 New
Simplex Trading
109
Simplex Trading
Illinois
$141K -$202K -11,336 -62%
Victory Capital Management
110
Victory Capital Management
Texas
$136K -$160K -8,968 -57%
Canada Life
111
Canada Life
Manitoba, Canada
$112K +$26.6K +1,488 +37%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$95.2K -$56.8K -3,184 -41%
AG
113
Advisor Group
Arizona
$79K +$23.1K +1,292 +49%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$76K +$60.7K +3,404 +1,051%
BCI
115
Brinker Capital Investments
Pennsylvania
$67K
TSW
116
Thompson Siegel & Walmsley
Virginia
$65K +$57.1K +3,200 New
AIP
117
Ameritas Investment Partners
Nebraska
$63K
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$49K
US Bancorp
119
US Bancorp
Minnesota
$45K
TRCT
120
Tower Research Capital (TRC)
New York
$44K +$38.4K +2,152 New
SPIA
121
Steward Partners Investment Advisory
New York
$32K +$28.6K +1,600 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$21K +$16.6K +928 +773%
VFA
123
Valeo Financial Advisors
Indiana
$20K
LC
124
Lindbrook Capital
California
$20K +$17.8K +1,000 New
KTC
125
Kistler-Tiffany Companies
Pennsylvania
$15K

NVEE Hedge Fund Activity: Q2 2019 in Review

136 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2019, worth a combined $636M — up 38% from $462M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NVEE positions and 20 closed out — a net gain of 8 holders — while 52 added to existing stakes and 38 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $6.17M. The largest seller was First Wilshire Securities Management, exiting entirely with an estimated $9.16M sold.

  • 136 institutional investors held NV5 Global (NVEE) as of Q2 2019, up from 131 in Q1 2019.
  • Funds reported $636M of NV5 Global stock for Q2 2019, up 38% quarter-over-quarter.
  • 28 funds opened new NV5 Global positions in Q2 2019 and 20 closed out, a net change of +8 holders.
  • The largest NV5 Global buyer in Q2 2019 was PNC Financial Services Group, an estimated $6.17M added.
  • The largest NV5 Global seller in Q2 2019 was First Wilshire Securities Management, an estimated $9.16M sold.

Based on aggregated 13F filings for Q2 2019.