We are live on ! Find out more
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
Lord, Abbett & Co
126
Lord, Abbett & Co
New Jersey
-$28.1M -1,643,984 Closed
GIM
127
Granahan Investment Management
Massachusetts
-$10.6M -623,592 Closed
MHP
128
Manatuck Hill Partners
Connecticut
-$10.4M -608,732 Closed
TWMP
129
Taylor Wealth Management Partners
Massachusetts
-$5.52M -323,204 Closed
Calamos Advisors
130
Calamos Advisors
Illinois
-$3.03M -177,740 Closed
MWNA
131
Marshall Wace North America
New York
-$2.43M -142,408 Closed
Wellington Management Group
132
Wellington Management Group
Massachusetts
-$1.84M -108,000 Closed
RFWA
133
RPg Family Wealth Advisory
Massachusetts
-$1.23M -71,812 Closed
LSC
134
Lyon Street Capital
California
-$942K -55,200 Closed
Balyasny Asset Management
135
Balyasny Asset Management
Illinois
-$842K -49,324 Closed
FNBOH
136
First National Bank of Hutchinson
Kansas
-$604K -35,416 Closed
OSAM
137
O'Shaughnessy Asset Management
Connecticut
-$509K -29,804 Closed
CAM
138
Concorde Asset Management
Michigan
-$495K -28,992 Closed
PP
139
Paloma Partners
Connecticut
-$478K -27,988 Closed
HCA
140
Harbour Capital Advisors
Virginia
-$404K -23,676 Closed
CCIA
141
Campbell & Co Investment Adviser
Maryland
-$333K -19,488 Closed
RHJA
142
Rice Hall James & Associates
California
-$320K -18,720 Closed
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
-$306K -17,904 Closed
NA
144
Navellier & Associates
Nevada
-$299K -17,536 Closed
FIM
145
Freedom Investment Management
Connecticut
-$282K -16,548 Closed
ECM
146
ExodusPoint Capital Management
New York
-$280K -16,400 Closed
CCM
147
Cadence Capital Management
Massachusetts
-$250K -14,672 Closed
ACM
148
Alta Capital Management
Utah
-$240K -14,084 Closed
DCM
149
Driehaus Capital Management
Illinois
-$232K -13,600 Closed
SSA
150
Schonfeld Strategic Advisors
New York
-$231K -13,560 Closed

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.