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NVEE

NV5 Global

Delisted

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

188 hedge funds and large institutions have $1.41B invested in NV5 Global in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

49% more capital invested

Capital invested by funds: $945M → $1.41B (+$467M)

49% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $1.77M

42% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 45

23% more funds holding

Funds holding: 153188 (+35)

18.07% more ownership

Funds ownership: 249.26%267.32% (+18%)

Holders
188
Holders Change
+35
Holders Change %
+22.88%
% of All Funds
2.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
52
Increased
64
Reduced
45
Closed
17
Calls
$2.63M
Puts
$1.77M
Net Calls
+$858K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$139K
OIS
152
Okabena Investment Services
Minnesota
$122K +$102K +3,532 New
MA
153
MUFG Americas
New York
$115K +$96.1K +3,336 New
JAMONY
154
Jacob Asset Management of New York
California
$110K -$207K -7,200 -69%
GGHC
155
Gilder Gagnon Howe & Co
New York
$89K
TRCT
156
Tower Research Capital (TRC)
New York
$75K +$56.5K +1,960 +925%
Simplex Trading
157
Simplex Trading
Illinois
$73K +$39.2K +1,360 +180%
CWS
158
Confluence Wealth Services
Pennsylvania
$62K +$51.8K +1,800 New
PA
159
PSI Advisors
Florida
$61K -$11.5K -400 -19%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$50K +$41.2K +1,432 New
FF
161
FourThought Financial
Florida
$43K
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$41K
CG
163
Cutler Group
California
$34K +$28.8K +1,000 New
PA
164
Parallel Advisors
California
$32K
CFGS
165
Concourse Financial Group Securities
Alabama
$27K +$5.53K +192 +33%
KTC
166
Kistler-Tiffany Companies
Pennsylvania
$25K
Baillie Gifford & Co
167
Baillie Gifford & Co
United Kingdom
$19K
UB
168
UMB Bank
Missouri
$19K +$16.1K +560 New
US Bancorp
169
US Bancorp
Minnesota
$14K -$5.07K -176 -30%
SWM
170
Sugarloaf Wealth Management
Georgia
$14K
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$12K -$4.26K -148 -30%
CLOS
172
Compagnie Lombard Odier SCmA
Switzerland
$12K
SCA
173
Snowden Capital Advisors
New York
$8K +$7.14K +248 New
SPIA
174
Steward Partners Investment Advisory
New York
$5K
TWA
175
TCI Wealth Advisors
Arizona
$5K

NVEE Hedge Fund Activity: Q4 2021 in Review

188 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2021, worth a combined $1.41B — up 49% from $945M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVEE positions and 17 closed out — a net gain of 35 holders — while 64 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $116M. The largest seller was American Century Companies, exiting entirely with an estimated $44.1M sold.

  • 188 institutional investors held NV5 Global (NVEE) as of Q4 2021, up from 153 in Q3 2021.
  • Funds reported $1.41B of NV5 Global stock for Q4 2021, up 49% quarter-over-quarter.
  • 52 funds opened new NV5 Global positions in Q4 2021 and 17 closed out, a net change of +35 holders.
  • The largest NV5 Global buyer in Q4 2021 was BlackRock, an estimated $116M added.
  • The largest NV5 Global seller in Q4 2021 was American Century Companies, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2021.