NV5 Global
NVEE
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.
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: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $897M → $890M (-$7.22M)
3% less funds holding
Funds holding: 156 → 151 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$17.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.3M |
| 3 |
BlackRock
New York
|
+$9.36M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.88M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$22.9M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$7.12M |
| 3 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$7.08M |
| 4 |
BPIM
Brant Point Investment Management
New York
|
-$5.07M |
| 5 |
PCM
Pinz Capital Management
New York
|
-$4.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVM
176
Eaton Vance Management
Boston,
Massachusetts
| – | -$6K | -252 | Closed |
|
177
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -172 | Closed |
|
|
WAP
178
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$3K | -120 | Closed |
|
179
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1K | -56 | Closed |
|
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.