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NVEE

NV5 Global

Delisted

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

136 hedge funds and large institutions have $621M invested in NV5 Global in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $424M → $621M (+$197M)

38% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.47M

17% more funds holding

Funds holding: 116136 (+20)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

5.11% less ownership

Funds ownership: 243.08%237.97% (-5.1%)

Holders
136
Holders Change
+20
Holders Change %
+17.24%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
40
Reduced
41
Closed
11
Calls
$2.02M
Puts
$1.47M
Net Calls
+$560K
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$204K +$174K +10,360 New
Citigroup
102
Citigroup
New York
$176K +$106K +6,320 +243%
UBS Group
103
UBS Group
Switzerland
$171K +$78.5K +4,664 +116%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$163K -$32.5K -1,932 -19%
Legal & General Group
105
Legal & General Group
United Kingdom
$122K -$942 -56 -0.9%
JAMONY
106
Jacob Asset Management of New York
California
$110K +$94.2K +5,600 New
AIP
107
Ameritas Investment Partners
Nebraska
$72K
AAP
108
Arax Advisory Partners
Colorado
$71K
TRCT
109
Tower Research Capital (TRC)
New York
$70K -$675K -40,120 -92%
Canada Life
110
Canada Life
Manitoba, Canada
$57K
GGHC
111
Gilder Gagnon Howe & Co
New York
$51K
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$48K
Osaic Holdings
113
Osaic Holdings
Arizona
$38K -$1.01K -60 -3%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$20.2K +1,200 New
FF
115
FourThought Financial
Florida
$24K +$20.8K +1,236 New
KTC
116
Kistler-Tiffany Companies
Pennsylvania
$14K
FCM
117
Firestone Capital Management
Florida
$10K
Baillie Gifford & Co
118
Baillie Gifford & Co
United Kingdom
$10K +$8.61K +512 New
ASN
119
Advisory Services Network
Georgia
$8K
SWM
120
Sugarloaf Wealth Management
Georgia
$8K
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.09K +$6.06K +360 New
Bessemer Group
122
Bessemer Group
New Jersey
$6K
WEC
123
Winslow Evans & Crocker
Massachusetts
$6K +$5.45K +324 New
CFGS
124
Concourse Financial Group Securities
Alabama
$5K
SBL
125
Sargent Bickham Lagudis
Colorado
$5K +$4.58K +272 New

NVEE Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2020, worth a combined $621M — up 47% from $424M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NVEE positions and 11 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.4M. The largest seller was American Century Companies, cutting an estimated $15.2M.

  • 136 institutional investors held NV5 Global (NVEE) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $621M of NV5 Global stock for Q4 2020, up 47% quarter-over-quarter.
  • 32 funds opened new NV5 Global positions in Q4 2020 and 11 closed out, a net change of +21 holders.
  • The largest NV5 Global buyer in Q4 2020 was Fidelity Investments, an estimated $11.4M added.
  • The largest NV5 Global seller in Q4 2020 was American Century Companies, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2020.