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NVEE

NV5 Global

Delisted

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

131 hedge funds and large institutions have $462M invested in NV5 Global in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

8% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $14.9M

4% less capital invested

Capital invested by funds: $483M → $462M (-$20.7M)

7.08% less ownership

Funds ownership: 255.56%248.48% (-7.1%)

11% less funds holding

Funds holding: 147131 (-16)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
131
Holders Change
-16
Holders Change %
-10.88%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
48
Reduced
44
Closed
32
Calls
$16.1M
Puts
$14.9M
Net Calls
+$1.16M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
126
Anchor Capital Advisors
Massachusetts
$1.9K +$1.37M +79,576 +164%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$1.42K
CFGS
128
Concourse Financial Group Securities
Alabama
$1K
TFGT
129
TS Financial Group (TSFG)
Illinois
$1K +$275 +16 New
PAI
130
Pittenger & Anderson Inc
Nebraska
$1K +$482 +28 +47%
FGAM
131
Financial Gravity Asset Management
Texas
$1K +$826 +48 New
CM
132
Castleark Management
Illinois
-$8.5M -561,740 Closed
PM
133
Pembroke Management
Quebec, Canada
-$8.4M -554,968 Closed
FA
134
Friess Associates
Delaware
-$4.05M -267,268 Closed
PC
135
Pier Capital
Connecticut
-$3.95M -260,952 Closed
AI
136
Axiom Investors
Connecticut
-$2.55M -168,668 Closed
RA
137
Royce & Associates
New York
-$1.91M -126,340 Closed
FPCG
138
Fort Pitt Capital Group
Pennsylvania
-$1.85M -122,476 Closed
Renaissance Technologies
139
Renaissance Technologies
New York
-$1.77M -117,016 Closed
EGI
140
EAM Global Investors
California
-$916K -60,496 Closed
EI
141
EAM Investors
California
-$711K -46,952 Closed
Millennium Management
142
Millennium Management
New York
-$548K -36,224 Closed
Marshall Wace
143
Marshall Wace
United Kingdom
-$514K -33,892 Closed
EGM
144
Engineers Gate Manager
New York
-$474K -31,340 Closed
PCM
145
Perritt Capital Management
Illinois
-$424K -28,000 Closed
Citadel Advisors
146
Citadel Advisors
Florida
-$447K -25,996 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
-$421K -24,452 Closed
OAM
148
Oxford Asset Management
United Kingdom
-$365K -24,124 Closed
FIM
149
Freedom Investment Management
Connecticut
-$335K -22,124 Closed
AA
150
ALPS Advisors
Colorado
-$308K -20,320 Closed

NVEE Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2019, worth a combined $462M — down 4.3% from $483M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of NVEE and 18 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 48 added.

The largest buyer was Ashford Capital Management, adding an estimated $10.5M. The largest seller was Castleark Management, exiting entirely with an estimated $8.5M sold.

  • 131 institutional investors held NV5 Global (NVEE) as of Q1 2019, down from 147 in Q4 2018.
  • Funds reported $462M of NV5 Global stock for Q1 2019, down 4.3% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2019 and 32 closed out, a net change of -14 holders.
  • The largest NV5 Global buyer in Q1 2019 was Ashford Capital Management, an estimated $10.5M added.
  • The largest NV5 Global seller in Q1 2019 was Castleark Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2019.