NV5 Global
NVEE
NVEE was delisted on the 1st of August, 2025.
131 hedge funds and large institutions have $462M invested in NV5 Global in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 32 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 44
8% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $14.9M
4% less capital invested
Capital invested by funds: $483M → $462M (-$20.7M)
7.08% less ownership
Funds ownership: 255.56% → 248.48% (-7.1%)
11% less funds holding
Funds holding: 147 → 131 (-16)
44% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$10.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.83M |
| 4 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$2.83M |
| 5 |
Bank of New York Mellon
New York
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Castleark Management
Chicago,
Illinois
|
-$8.5M |
| 2 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$8.4M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.99M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.43M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
-$4.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
151
Wedbush Securities
Los Angeles,
California
| – | -$212K | -14,016 | Closed |
|
|
IIM
152
Ipswich Investment Management
Beverly,
Massachusetts
| – | -$129K | -8,540 | Closed |
|
|
TSW
153
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$48K | -3,200 | Closed |
|
154
SEI Investments
Oaks,
Pennsylvania
| – | -$44K | -2,688 | Closed |
|
|
PRC
155
Pearl River Capital
Niles,
Michigan
| – | -$18K | -1,200 | Closed |
|
|
RCG
156
Ruggie Capital Group
Tavares,
Florida
| – | -$16K | -1,044 | Closed |
|
|
DWA
157
Dorsey Wright & Associates
Pasadena,
California
| – | -$13K | -868 | Closed |
|
|
TRCT
158
Tower Research Capital (TRC)
New York
| – | -$9K | -592 | Closed |
|
|
IA
159
IFP Advisors
Tampa,
Florida
| – | -$6K | -420 | Closed |
|
|
PCM
160
Prelude Capital Management
New York
| – | -$6K | -408 | Closed |
|
161
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2K | -148 | Closed |
|
|
QI
162
QS Investors
New York
| – | -$1K | -60 | Closed |
|
163
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -52 | Closed |
|
NVEE Hedge Fund Activity: Q1 2019 in Review
131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2019, worth a combined $462M — down 4.3% from $483M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of NVEE and 18 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 48 added.
The largest buyer was Ashford Capital Management, adding an estimated $10.5M. The largest seller was Castleark Management, exiting entirely with an estimated $8.5M sold.
- 131 institutional investors held NV5 Global (NVEE) as of Q1 2019, down from 147 in Q4 2018.
- Funds reported $462M of NV5 Global stock for Q1 2019, down 4.3% quarter-over-quarter.
- 18 funds opened new NV5 Global positions in Q1 2019 and 32 closed out, a net change of -14 holders.
- The largest NV5 Global buyer in Q1 2019 was Ashford Capital Management, an estimated $10.5M added.
- The largest NV5 Global seller in Q1 2019 was Castleark Management, an estimated $8.5M sold.
Based on aggregated 13F filings for Q1 2019.