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NVEE

NV5 Global

Delisted

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

123 hedge funds and large institutions have $456M invested in NV5 Global in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

765% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $246K

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $347M → $456M (+$110M)

11% more funds holding

Funds holding: 111123 (+12)

10.38% more ownership

Funds ownership: 229.37%239.75% (+10%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
19
Increased
41
Reduced
44
Closed
6
Calls
$2.13M
Puts
$246K
Net Calls
+$1.88M
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39M +$3.99M +256,092 +13%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$35.2M +$1.49M +95,332 +5%
Wells Fargo
3
Wells Fargo
California
$31.3M +$18.4M +1,180,552 +189%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26M +$362K +23,228 +2%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$24.7M -$1.72M -110,620 -7%
EA
6
Emerald Advisers
Pennsylvania
$19.6M +$2.5M +160,560 +16%
SCA
7
Summit Creek Advisors
Minnesota
$15.8M +$23.8K +1,528 +0.2%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15M +$1.77M +113,892 +15%
MHP
9
Manatuck Hill Partners
Connecticut
$13.6M
Russell Investments Group
10
Russell Investments Group
United Kingdom
$12.8M -$2.44M -156,448 -17%
DCM
11
Driehaus Capital Management
Illinois
$12.3M +$5.05M +323,948 +84%
FWSM
12
First Wilshire Securities Management
California
$11.7M -$5.16M -331,016 -33%
GGHC
13
Gilder Gagnon Howe & Co
New York
$11.7M -$185K -11,892 -2%
ACM
14
Ashford Capital Management
Delaware
$11.3M -$1.33M -85,600 -12%
State Street
15
State Street
Massachusetts
$10.3M +$65.7K +4,220 +0.7%
WA
16
Wasatch Advisors
Utah
$9.17M -$189K -12,100 -2%
Northern Trust
17
Northern Trust
Illinois
$8.68M +$437K +28,024 +6%
PC
18
Pier Capital
Connecticut
$7.95M +$483K +31,008 +7%
PM
19
Pembroke Management
Quebec, Canada
$7.59M -$1.76M -113,200 -21%
Allianz Asset Management
20
Allianz Asset Management
Germany
$7.31M -$136K -8,708 -2%
KCM
21
Kennedy Capital Management
Missouri
$6.31M -$93.2K -5,980 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.66M +$685K +43,968 +16%
GPGA
23
Grandeur Peak Global Advisors
Utah
$5.53M -$1.63M -104,800 -25%
EAM
24
Eagle Asset Management
Florida
$5.13M -$615K -39,456 -12%
RA
25
Royce & Associates
New York
$4.92M -$1.46M -94,000 -25%

NVEE Hedge Fund Activity: Q2 2018 in Review

123 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2018, worth a combined $456M — up 32% from $347M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NVEE positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.4M. The largest seller was First Wilshire Securities Management, cutting an estimated $5.16M.

  • 123 institutional investors held NV5 Global (NVEE) as of Q2 2018, up from 111 in Q1 2018.
  • Funds reported $456M of NV5 Global stock for Q2 2018, up 32% quarter-over-quarter.
  • 19 funds opened new NV5 Global positions in Q2 2018 and 6 closed out, a net change of +13 holders.
  • The largest NV5 Global buyer in Q2 2018 was Wells Fargo, an estimated $18.4M added.
  • The largest NV5 Global seller in Q2 2018 was First Wilshire Securities Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2018.