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NVEE

NV5 Global

Delisted

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

125 hedge funds and large institutions have $388M invested in NV5 Global in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

5% less ownership

Funds ownership: 245.64%240.64% (-5%)

7% less funds holding

Funds holding: 135125 (-10)

28% less capital invested

Capital invested by funds: $535M → $388M (-$147M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

69% less call options, than puts

Call options by funds: $5.47M | Put options by funds: $17.6M

Holders
125
Holders Change
-10
Holders Change %
-7.41%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
45
Reduced
38
Closed
29
Calls
$5.47M
Puts
$17.6M
Net Calls
-$12.1M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.8M +$1.19M +81,396 +3%
NPIC
2
Neumeier Poma Investment Counsel
California
$27.4M -$886K -60,780 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.3M -$565K -38,792 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.2M -$90.7K -6,224 -0.3%
Wells Fargo
5
Wells Fargo
California
$21.2M +$1.82M +124,696 +8%
AAM
6
ACK Asset Management
Connecticut
$16.5M +$20.3M +1,390,000 New
ACM
7
Ashford Capital Management
Delaware
$14.5M -$312K -21,400 -2%
SCA
8
Summit Creek Advisors
Minnesota
$13.7M -$201K -13,800 -1%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.1M +$24.8K +1,700 +0.2%
EA
10
Emerald Advisers
Pennsylvania
$12.4M +$140K +9,636 +1%
GPGA
11
Grandeur Peak Global Advisors
Utah
$11.1M +$3.57M +245,348 +39%
FWIA
12
Fort Washington Investment Advisors
Ohio
$11.1M +$3.47M +238,400 +37%
State Street
13
State Street
Massachusetts
$10.7M +$360K +24,696 +3%
Millennium Management
14
Millennium Management
New York
$10.6M +$12.1M +830,076 +6,104%
WA
15
Wasatch Advisors
Utah
$10.1M -$1.93M -132,688 -14%
KCM
16
Kennedy Capital Management
Missouri
$8.86M +$2.45M +168,068 +31%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.73M -$1.87M -128,556 -17%
Northern Trust
18
Northern Trust
Illinois
$7.51M -$254K -17,408 -3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$6.99M +$437K +29,984 +6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$6.21M +$4.08M +280,080 +132%
PM
21
Pembroke Management
Quebec, Canada
$5.38M +$517K +35,484 +9%
NSCM
22
New South Capital Management
Tennessee
$5.1M +$5.89M +404,092 New
EAM
23
Eagle Asset Management
Florida
$4.41M +$619K +42,456 +14%
CCA
24
Cruiser Capital Advisors
Connecticut
$3.81M -$149K -10,248 -3%
Charles Schwab
25
Charles Schwab
California
$3.23M +$65.2K +4,472 +2%

NVEE Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2019, worth a combined $388M — down 28% from $535M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of NVEE and 20 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 45 added.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $20.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $28.1M sold.

  • 125 institutional investors held NV5 Global (NVEE) as of Q4 2019, down from 135 in Q3 2019.
  • Funds reported $388M of NV5 Global stock for Q4 2019, down 28% quarter-over-quarter.
  • 20 funds opened new NV5 Global positions in Q4 2019 and 29 closed out, a net change of -9 holders.
  • The largest NV5 Global buyer in Q4 2019 was ACK Asset Management, an estimated $20.3M added.
  • The largest NV5 Global seller in Q4 2019 was Lord, Abbett & Co, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2019.