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NVEE

NV5 Global

Delisted

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

117 hedge funds and large institutions have $421M invested in NV5 Global in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

28% more capital invested

Capital invested by funds: $329M → $421M (+$91.5M)

11% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $3.71M

0% more funds holding

Funds holding: 117117 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2.98% less ownership

Funds ownership: 257.26%254.28% (-3%)

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
46
Reduced
32
Closed
17
Calls
$4.1M
Puts
$3.71M
Net Calls
+$392K
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$11K
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$9K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$7K -$113K -10,064 -95%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$7K -$11.1K -984 -63%
FCM
105
Firestone Capital Management
Florida
$6K -$225 -20 -4%
SWM
106
Sugarloaf Wealth Management
Georgia
$5K +$4.5K +400 New
QT
107
Quantbot Technologies
New York
$5K +$4.64K +412 New
CFGS
108
Concourse Financial Group Securities
Alabama
$3K +$1.03K +92 +51%
PAG
109
Private Advisor Group
New Jersey
$3K +$2.25K +200 New
1IA
110
1834 Investment Advisors
Wisconsin
$3K +$2.3K +204 New
CAN
111
Cetera Advisor Networks
California
$3K +$2.61K +232 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$2K
US Bancorp
113
US Bancorp
Minnesota
$1K -$17.4K -1,544 -94%
DCM
114
Davidson Capital Management
Texas
$1K
FHA
115
Flagship Harbor Advisors
Massachusetts
$1K
PAI
116
Pittenger & Anderson Inc
Nebraska
$1K
TFGT
117
TS Financial Group (TSFG)
Illinois
$1K
EAM
118
Eagle Asset Management
Florida
-$2.82M -273,200 Closed
PI
119
Putnam Investments
Massachusetts
-$1.84M -178,412 Closed
Allianz Asset Management
120
Allianz Asset Management
Germany
-$1.67M -161,612 Closed
Millennium Management
121
Millennium Management
New York
-$961K -93,080 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$771K -68,508 Closed
RJFSA
123
Raymond James Financial Services Advisors
Florida
-$680K -65,920 Closed
AA
124
Ancora Advisors
Ohio
-$482K -46,680 Closed
UCFA
125
United Capital Financial Advisors
Texas
-$437K -42,376 Closed

NVEE Hedge Fund Activity: Q2 2020 in Review

117 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2020, worth a combined $421M — up 28% from $329M a quarter earlier.

Fund positioning in NVEE was balanced in Q2 2020: 17 funds opened new positions, 17 closed out, 46 added to existing stakes and 32 trimmed.

The largest buyer was Invesco, adding an estimated $13.8M. The largest seller was Copper Rock Capital Partners, cutting an estimated $4.7M.

  • 117 institutional investors held NV5 Global (NVEE) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $421M of NV5 Global stock for Q2 2020, up 28% quarter-over-quarter.
  • 17 funds opened new NV5 Global positions in Q2 2020 and 17 closed out, a net change of 0 holders.
  • The largest NV5 Global buyer in Q2 2020 was Invesco, an estimated $13.8M added.
  • The largest NV5 Global seller in Q2 2020 was Copper Rock Capital Partners, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2020.