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NVEE

NV5 Global

Delisted

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

151 hedge funds and large institutions have $890M invested in NV5 Global in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

36% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $3.13M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $897M → $890M (-$7.22M)

3% less funds holding

Funds holding: 156151 (-5)

7.9% less ownership

Funds ownership: 256.22%248.32% (-7.9%)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
66
Reduced
37
Closed
28
Calls
$4.24M
Puts
$3.13M
Net Calls
+$1.11M
Net Calls Change
-$864K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$68K
GGHC
127
Gilder Gagnon Howe & Co
New York
$61K
BBL
128
Beck Bode LLC
Massachusetts
$59K -$1.85M -81,324 -97%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$40K +$38.8K +1,708 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$34K +$30.5K +1,340 +1,288%
FF
131
FourThought Financial
Florida
$29K
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$28K
CP
133
Castleview Partners
Texas
$25K +$24.1K +1,060 New
QT
134
Quantbot Technologies
New York
$21K +$20.5K +904 New
PA
135
Parallel Advisors
California
$20K +$2.27K +100 +14%
SWM
136
Sugarloaf Wealth Management
Georgia
$19K
Simplex Trading
137
Simplex Trading
Illinois
$17K -$25.5K -1,120 -60%
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$17K
Baillie Gifford & Co
139
Baillie Gifford & Co
United Kingdom
$13K
FCM
140
Firestone Capital Management
Florida
$12K
CFGS
141
Concourse Financial Group Securities
Alabama
$11K +$2.73K +120 +34%
ASN
142
Advisory Services Network
Georgia
$10K +$9.73K +428 New
CLOS
143
Compagnie Lombard Odier SCmA
Switzerland
$8K
US Bancorp
144
US Bancorp
Minnesota
$6K
HPC
145
HM Payson & Co
Maine
$6K +$5.64K +248 New
PAM
146
Panagora Asset Management
Massachusetts
$5K +$4.36K +192 New
SPIA
147
Steward Partners Investment Advisory
New York
$3K -$1.37M -60,416 -100%
WPA
148
West Paces Advisors
Georgia
$2.93K +$2.82K +124 New
QCG
149
Quadrant Capital Group
Ohio
$1K
TFGT
150
TS Financial Group (TSFG)
Illinois
$1K

NVEE Hedge Fund Activity: Q2 2021 in Review

151 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2021, worth a combined $890M — down 0.8% from $897M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NVEE and 23 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 66 added.

The largest buyer was American Century Companies, adding an estimated $17.6M. The largest seller was Bank of America, cutting an estimated $22.9M.

  • 151 institutional investors held NV5 Global (NVEE) as of Q2 2021, down from 156 in Q1 2021.
  • Funds reported $890M of NV5 Global stock for Q2 2021, down 0.8% quarter-over-quarter.
  • 23 funds opened new NV5 Global positions in Q2 2021 and 28 closed out, a net change of -5 holders.
  • The largest NV5 Global buyer in Q2 2021 was American Century Companies, an estimated $17.6M added.
  • The largest NV5 Global seller in Q2 2021 was Bank of America, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2021.