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NVEE

NV5 Global

Delisted

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

117 hedge funds and large institutions have $329M invested in NV5 Global in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

16.62% more ownership

Funds ownership: 240.64%257.26% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 125117 (-8)

15% less capital invested

Capital invested by funds: $388M → $329M (-$58.6M)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

37% less call options, than puts

Call options by funds: $4.72M | Put options by funds: $7.46M

Holders
117
Holders Change
-8
Holders Change %
-6.4%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
45
Reduced
34
Closed
24
Calls
$4.72M
Puts
$7.46M
Net Calls
-$2.73M
Net Calls Change
+$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.7M -$858K -64,216 -2%
NPIC
2
Neumeier Poma Investment Counsel
California
$26.6M +$5.36M +401,300 +18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.1M +$522K +39,092 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.9M -$826K -61,828 -3%
NSCM
5
New South Capital Management
Tennessee
$18.2M +$18.1M +1,356,836 +336%
Wells Fargo
6
Wells Fargo
California
$16.2M -$1.47M -109,740 -7%
EA
7
Emerald Advisers
Pennsylvania
$12.7M +$3.34M +249,600 +25%
CB
8
Cooke & Bieler
Pennsylvania
$12.7M +$16.4M +1,229,444 New
SCA
9
Summit Creek Advisors
Minnesota
$12.4M +$1.48M +110,860 +10%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.1M +$1.82M +135,896 +13%
ACM
11
Ashford Capital Management
Delaware
$12.1M +$281K +21,040 +2%
American Century Companies
12
American Century Companies
Missouri
$10.5M +$13.6M +1,020,500 New
WA
13
Wasatch Advisors
Utah
$9.15M +$1.13M +84,296 +11%
State Street
14
State Street
Massachusetts
$9.1M +$492K +36,816 +4%
GPGA
15
Grandeur Peak Global Advisors
Utah
$8.01M -$1.43M -106,932 -12%
KCM
16
Kennedy Capital Management
Missouri
$7.62M +$486K +36,356 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.54M +$276K +20,640 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.4M +$880K +65,860 +12%
Northern Trust
19
Northern Trust
Illinois
$6.23M +$103K +7,680 +1%
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.9M +$5.05M +378,000 New
CCA
21
Cruiser Capital Advisors
Connecticut
$2.9M -$278K -20,800 -7%
RA
22
Royce & Associates
New York
$2.85M +$3.68M +275,600 New
EAM
23
Eagle Asset Management
Florida
$2.82M -$1.02M -76,272 -22%
Charles Schwab
24
Charles Schwab
California
$2.7M +$67.9K +5,084 +2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.59M -$3.22M -240,816 -49%

NVEE Hedge Fund Activity: Q1 2020 in Review

117 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2020, worth a combined $329M — down 15% from $388M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVEE and 18 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was New South Capital Management, adding an estimated $18.1M. The largest seller was ACK Asset Management, exiting entirely with an estimated $16.5M sold.

  • 117 institutional investors held NV5 Global (NVEE) as of Q1 2020, down from 125 in Q4 2019.
  • Funds reported $329M of NV5 Global stock for Q1 2020, down 15% quarter-over-quarter.
  • 18 funds opened new NV5 Global positions in Q1 2020 and 24 closed out, a net change of -6 holders.
  • The largest NV5 Global buyer in Q1 2020 was New South Capital Management, an estimated $18.1M added.
  • The largest NV5 Global seller in Q1 2020 was ACK Asset Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2020.