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NVEE

NV5 Global

Delisted

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

153 hedge funds and large institutions have $945M invested in NV5 Global in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

32% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $2.49M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $890M → $945M (+$54.9M)

1% more funds holding

Funds holding: 151153 (+2)

0.94% more ownership

Funds ownership: 248.32%249.26% (+0.94%)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
64
Reduced
47
Closed
12
Calls
$3.28M
Puts
$2.49M
Net Calls
+$785K
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$99K +$10.8K +440 +12%
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$92K +$20.5K +832 +29%
Canada Life
128
Canada Life
Manitoba, Canada
$72K
QT
129
Quantbot Technologies
New York
$71K +$49.3K +2,000 +221%
GGHC
130
Gilder Gagnon Howe & Co
New York
$63K
PA
131
PSI Advisors
Florida
$53K +$53.2K +2,160 New
Lazard Asset Management
132
Lazard Asset Management
New York
$40K +$40.4K +1,640 New
FF
133
FourThought Financial
Florida
$30K
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$30K
PA
135
Parallel Advisors
California
$23K +$2.46K +100 +12%
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$18K
Simplex Trading
137
Simplex Trading
Illinois
$17K
US Bancorp
138
US Bancorp
Minnesota
$15K +$8.77K +356 +151%
Baillie Gifford & Co
139
Baillie Gifford & Co
United Kingdom
$14K
CFGS
140
Concourse Financial Group Securities
Alabama
$14K +$2.46K +100 +21%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$12K -$23.4K -948 -66%
FCM
142
Firestone Capital Management
Florida
$12K
SWM
143
Sugarloaf Wealth Management
Georgia
$10K -$9.85K -400 -50%
CLOS
144
Compagnie Lombard Odier SCmA
Switzerland
$8K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$6K +$6.01K +244 New
TRCT
146
Tower Research Capital (TRC)
New York
$5K -$544K -22,076 -99%
SPIA
147
Steward Partners Investment Advisory
New York
$4K
First Manhattan
148
First Manhattan
New York
$4K +$4.93K +200 New
WPA
149
West Paces Advisors
Georgia
$3.06K
TWA
150
TCI Wealth Advisors
Arizona
$3K +$3.45K +140 New

NVEE Hedge Fund Activity: Q3 2021 in Review

153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2021, worth a combined $945M — up 6.2% from $890M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NVEE positions and 12 closed out — a net gain of 3 holders — while 64 added to existing stakes and 47 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $20M. The largest seller was American Century Companies, cutting an estimated $5.89M.

  • 153 institutional investors held NV5 Global (NVEE) as of Q3 2021, up from 151 in Q2 2021.
  • Funds reported $945M of NV5 Global stock for Q3 2021, up 6.2% quarter-over-quarter.
  • 15 funds opened new NV5 Global positions in Q3 2021 and 12 closed out, a net change of +3 holders.
  • The largest NV5 Global buyer in Q3 2021 was Mawer Investment Management, an estimated $20M added.
  • The largest NV5 Global seller in Q3 2021 was American Century Companies, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2021.