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NVEE

NV5 Global

Delisted

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

117 hedge funds and large institutions have $329M invested in NV5 Global in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

16.62% more ownership

Funds ownership: 240.64%257.26% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 125117 (-8)

15% less capital invested

Capital invested by funds: $388M → $329M (-$58.6M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

37% less call options, than puts

Call options by funds: $4.72M | Put options by funds: $7.46M

Holders
117
Holders Change
-8
Holders Change %
-6.4%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
45
Reduced
34
Closed
24
Calls
$4.72M
Puts
$7.46M
Net Calls
-$2.73M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CRCP
101
Copper Rock Capital Partners
Massachusetts
$13K +$16.8M +1,257,544 New
VFA
102
Valeo Financial Advisors
Indiana
$11K
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$9K -$4.81K -360 -29%
KTC
104
Kistler-Tiffany Companies
Pennsylvania
$9K
AAP
105
Arax Advisory Partners
Colorado
$8K +$10.5K +784 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$6K
FCM
107
Firestone Capital Management
Florida
$5K
ASN
108
Advisory Services Network
Georgia
$4K
IA
109
IFP Advisors
Florida
$3K +$5.08K +380 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$2K
CFGS
111
Concourse Financial Group Securities
Alabama
$2K +$428 +32 +22%
FGAM
112
Financial Gravity Asset Management
Texas
$1.29K +$962 +72 +138%
DCM
113
Davidson Capital Management
Texas
$1K
PA
114
Parallel Advisors
California
$1K
PAI
115
Pittenger & Anderson Inc
Nebraska
$1K
TFGT
116
TS Financial Group (TSFG)
Illinois
$1K
FHA
117
Flagship Harbor Advisors
Massachusetts
$1K +$1.6K +120 New
AAM
118
ACK Asset Management
Connecticut
-$16.5M -1,390,000 Closed
FWIA
119
Fort Washington Investment Advisors
Ohio
-$11.1M -880,172 Closed
PM
120
Pembroke Management
Quebec, Canada
-$5.38M -426,132 Closed
Renaissance Technologies
121
Renaissance Technologies
New York
-$2.87M -227,600 Closed
IECM
122
Intrinsic Edge Capital Management
Illinois
-$2.02M -160,000 Closed
Simplex Trading
123
Simplex Trading
Illinois
-$802K -60,024 Closed
AIM
124
Aigen Investment Management
New York
-$472K -37,412 Closed
ARTA
125
A.R.T. Advisors
New York
-$463K -36,696 Closed

NVEE Hedge Fund Activity: Q1 2020 in Review

117 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2020, worth a combined $329M — down 15% from $388M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVEE and 18 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was New South Capital Management, adding an estimated $18.1M. The largest seller was ACK Asset Management, exiting entirely with an estimated $16.5M sold.

  • 117 institutional investors held NV5 Global (NVEE) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $329M of NV5 Global stock for Q1 2020, down 15% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2020 and 24 closed out, a net change of -6 holders.
  • The largest NV5 Global buyer in Q1 2020 was New South Capital Management, an estimated $18.1M added.
  • The largest NV5 Global seller in Q1 2020 was ACK Asset Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2020.