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NVEE

NV5 Global

Delisted

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

136 hedge funds and large institutions have $621M invested in NV5 Global in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

47% more capital invested

Capital invested by funds: $424M → $621M (+$197M)

38% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.47M

17% more funds holding

Funds holding: 116136 (+20)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

5.11% less ownership

Funds ownership: 243.08%237.97% (-5.1%)

Holders
136
Holders Change
+20
Holders Change %
+17.24%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
40
Reduced
41
Closed
11
Calls
$2.02M
Puts
$1.47M
Net Calls
+$560K
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$66.9M +$2.33M +138,308 +4%
NPIC
2
Neumeier Poma Investment Counsel
California
$50.4M +$195K +11,600 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.6M +$1.01M +60,092 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$39.2M -$250K -14,836 -0.7%
NSCM
5
New South Capital Management
Tennessee
$36.3M +$245K +14,568 +0.8%
ACM
6
Ashford Capital Management
Delaware
$27.5M -$127K -7,520 -0.5%
Wells Fargo
7
Wells Fargo
California
$25.6M -$937K -55,672 -4%
Invesco
8
Invesco
Georgia
$23.8M -$172K -10,204 -0.8%
EA
9
Emerald Advisers
Pennsylvania
$22.8M +$32.4K +1,924 +0.2%
SCA
10
Summit Creek Advisors
Minnesota
$19.8M -$4.88M -290,080 -22%
State Street
11
State Street
Massachusetts
$19.3M +$728K +43,260 +5%
CB
12
Cooke & Bieler
Pennsylvania
$17.8M -$7.97M -473,712 -34%
American Century Companies
13
American Century Companies
Missouri
$16.1M -$15.2M -901,864 -52%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$13.4M +$11.4M +677,316 +117,590%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$13.2M +$599K +35,608 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12.8M +$288K +17,116 +3%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.5M +$3.04M +180,856 +40%
Northern Trust
18
Northern Trust
Illinois
$11.6M -$752K -44,724 -7%
KCM
19
Kennedy Capital Management
Missouri
$8.77M -$231K -13,712 -3%
GPGA
20
Grandeur Peak Global Advisors
Utah
$7.75M -$3.37K -200 -0.1%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.45M
SC
22
Skylands Capital
Wisconsin
$6.35M -$479K -28,464 -8%
Charles Schwab
23
Charles Schwab
California
$5.69M +$48.9K +2,908 +1%
RA
24
Royce & Associates
New York
$5.31M -$330K -19,600 -7%
TFCM
25
Taylor Frigon Capital Management
Arizona
$5.26M -$143K -8,516 -3%

NVEE Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q4 2020, worth a combined $621M — up 47% from $424M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NVEE positions and 11 closed out — a net gain of 21 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.4M. The largest seller was American Century Companies, cutting an estimated $15.2M.

  • 136 institutional investors held NV5 Global (NVEE) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $621M of NV5 Global stock for Q4 2020, up 47% quarter-over-quarter.
  • 32 funds opened new NV5 Global positions in Q4 2020 and 11 closed out, a net change of +21 holders.
  • The largest NV5 Global buyer in Q4 2020 was Fidelity Investments, an estimated $11.4M added.
  • The largest NV5 Global seller in Q4 2020 was American Century Companies, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2020.