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NVEE

NV5 Global

Delisted

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

125 hedge funds and large institutions have $388M invested in NV5 Global in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

5% less ownership

Funds ownership: 245.64%240.64% (-5%)

7% less funds holding

Funds holding: 135125 (-10)

28% less capital invested

Capital invested by funds: $535M → $388M (-$147M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $17.6M

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
45
Reduced
38
Closed
29
Calls
$5.47M
Puts
$17.6M
Net Calls
-$12.1M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$41K
AIP
102
Ameritas Investment Partners
Nebraska
$39K
Canada Life
103
Canada Life
Manitoba, Canada
$36K +$42.4K +2,912 New
CG
104
Cutler Group
California
$30K -$5.83K -400 -14%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$30K
AG
106
Advisor Group
Arizona
$28K -$42K -2,884 -56%
US Bancorp
107
US Bancorp
Minnesota
$27K +$5.59K +384 +21%
PHK
108
Point72 Hong Kong
Hong Kong
$25K +$28.8K +1,976 New
PA
109
PSI Advisors
Florida
$25K +$29.1K +2,000 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$16K -$2.33K -160 -11%
VFA
111
Valeo Financial Advisors
Indiana
$13K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$11K -$816 -56 -6%
KTC
113
Kistler-Tiffany Companies
Pennsylvania
$9K
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$7K
FCM
115
Firestone Capital Management
Florida
$6K +$7.46K +512 New
ASN
116
Advisory Services Network
Georgia
$5K
IWP
117
IAG Wealth Partners
Wisconsin
$4K +$4.14K +284 New
CFGS
118
Concourse Financial Group Securities
Alabama
$2K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$2K
PA
120
Parallel Advisors
California
$2K
TRCT
121
Tower Research Capital (TRC)
New York
$1K -$34.6K -2,376 -97%
PAI
122
Pittenger & Anderson Inc
Nebraska
$1K
TFGT
123
TS Financial Group (TSFG)
Illinois
$1K
DCM
124
Davidson Capital Management
Texas
$1K +$641 +44 New
HWM
125
Howard Wealth Management
Connecticut
$1K +$1.17K +80 New

NVEE Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2019, worth a combined $388M — down 28% from $535M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of NVEE and 20 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 45 added.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $20.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $28.1M sold.

  • 125 institutional investors held NV5 Global (NVEE) as of Q4 2019, down from 135 in Q3 2019.
  • Funds reported $388M of NV5 Global stock for Q4 2019, down 28% quarter-over-quarter.
  • 20 funds opened new NV5 Global positions in Q4 2019 and 29 closed out, a net change of -9 holders.
  • The largest NV5 Global buyer in Q4 2019 was ACK Asset Management, an estimated $20.3M added.
  • The largest NV5 Global seller in Q4 2019 was Lord, Abbett & Co, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2019.