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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$3K
US Bancorp
127
US Bancorp
Minnesota
$3K
SPIA
128
Steward Partners Investment Advisory
New York
$3K +$2.42K +144 New
Simplex Trading
129
Simplex Trading
Illinois
$3K +$3.3K +196 New
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$2K +$1.95K +116 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1K -$4.44K -264 -83%
TFGT
132
TS Financial Group (TSFG)
Illinois
$1K
QCG
133
Quadrant Capital Group
Ohio
$1K +$471 +28 New
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$1K +$942 +56 New
AIG
135
American International Group
New York
$499 -$12.2K -724 -3%
Voloridge Investment Management
136
Voloridge Investment Management
Florida
-$656K -49,728 Closed
Squarepoint
137
Squarepoint
New York
-$485K -36,728 Closed
PI
138
PEAK6 Investments
Illinois
-$538K -31,996 Closed
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
-$16K -1,200 Closed
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
-$11K -880 Closed
CG
141
Cutler Group
California
-$8K -640 Closed
GWM
142
Geneos Wealth Management
Colorado
-$1K -148 Closed
FHA
143
Flagship Harbor Advisors
Massachusetts
-$1K -120 Closed
GT
144
Glenmede Trust
Pennsylvania
-$1K -104 Closed
ETC
145
Exchange Traded Concepts
Oklahoma
-$1K -56 Closed
HF
146
Halpern Financial
Virginia
-$739 -56 Closed
FGAM
147
Financial Gravity Asset Management
Texas
+$135 +8 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.