NV5 Global
NVEE
NVEE was delisted on the 1st of August, 2025.
156 hedge funds and large institutions have $897M invested in NV5 Global in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 13 closing their positions.
177% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 13
51% more call options, than puts
Call options by funds: $5.83M | Put options by funds: $3.85M
45% more capital invested
Capital invested by funds: $621M → $897M (+$276M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
30% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 43
18.25% more ownership
Funds ownership: 237.97% → 256.22% (+18%)
15% more funds holding
Funds holding: 136 → 156 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$27.7M |
| 2 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$12.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.5M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$10.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$17.8M |
| 2 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$5.29M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$3.49M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.39M |
| 5 |
CCA
Cruiser Capital Advisors
Stamford,
Connecticut
|
-$1.87M |
NVEE Hedge Fund Activity: Q1 2021 in Review
156 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2021, worth a combined $897M — up 45% from $621M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new NVEE positions and 13 closed out — a net gain of 23 holders — while 56 added to existing stakes and 43 trimmed.
The largest buyer was Bank of America, adding an estimated $27.7M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $17.8M sold.
- 156 institutional investors held NV5 Global (NVEE) as of Q1 2021, up from 136 in Q4 2020.
- Funds reported $897M of NV5 Global stock for Q1 2021, up 45% quarter-over-quarter.
- 36 funds opened new NV5 Global positions in Q1 2021 and 13 closed out, a net change of +23 holders.
- The largest NV5 Global buyer in Q1 2021 was Bank of America, an estimated $27.7M added.
- The largest NV5 Global seller in Q1 2021 was Cooke & Bieler, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2021.