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NVEE

NV5 Global

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 44 (0)

1% less capital invested

Capital invested by funds: $897M → $890M (-$7.22M)

3% less funds holding

Funds holding: 156151 (-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

Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
66
Reduced
37
Closed
28
Calls
$4.24M
Puts
$3.13M
Net Calls
+$1.11M
Net Calls Change
-$864K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.5M +$9.36M +411,752 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.1M +$1.69M +74,392 +3%
NPIC
3
Neumeier Poma Investment Counsel
California
$59.8M -$7.08M -311,440 -11%
American Century Companies
4
American Century Companies
Missouri
$47.9M +$17.6M +775,440 +62%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$45.3M +$17.3M +759,180 +65%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$42.5M -$3.07M -135,052 -7%
NSCM
7
New South Capital Management
Tennessee
$42.4M -$639K -28,096 -2%
ACM
8
Ashford Capital Management
Delaware
$37M -$66.8K -2,940 -0.2%
Wells Fargo
9
Wells Fargo
California
$29.2M +$766K +33,704 +3%
Invesco
10
Invesco
Georgia
$28.4M +$313K +13,764 +1%
State Street
11
State Street
Massachusetts
$24.8M +$2.17M +95,296 +10%
EA
12
Emerald Advisers
Pennsylvania
$23.1M -$814K -35,800 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$20.4M +$2.88M +126,728 +17%
KCM
14
Kornitzer Capital Management
Kansas
$19.2M +$3.95M +173,760 +27%
SCA
15
Summit Creek Advisors
Minnesota
$17.8M -$628K -27,640 -4%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.6M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.1M -$749K -32,948 -5%
DCM
18
Driehaus Capital Management
Illinois
$14.1M -$2.31M -101,652 -15%
Northern Trust
19
Northern Trust
Illinois
$14.1M +$1.13M +49,880 +9%
KCM
20
Kennedy Capital Management
Missouri
$13.2M +$59.6K +2,620 +0.5%
First Trust Advisors
21
First Trust Advisors
Illinois
$11.5M +$6.88M +302,720 +165%
SC
22
Skylands Capital
Wisconsin
$10.1M +$363K +15,960 +4%
Charles Schwab
23
Charles Schwab
California
$9.17M +$2.05M +90,320 +30%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.93M
GPGA
25
Grandeur Peak Global Advisors
Utah
$8.54M +$72.7K +3,200 +0.9%

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.