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NVEE

NV5 Global

Delisted

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

153 hedge funds and large institutions have $945M invested in NV5 Global in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

32% more call options, than puts

Call options by funds: $3.28M | Put options by funds: $2.49M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $890M → $945M (+$54.9M)

1% more funds holding

Funds holding: 151153 (+2)

0.94% more ownership

Funds ownership: 248.32%249.26% (+0.94%)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
64
Reduced
47
Closed
12
Calls
$3.28M
Puts
$2.49M
Net Calls
+$785K
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97M +$562K +22,808 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.8M -$814K -33,052 -1%
NPIC
3
Neumeier Poma Investment Counsel
California
$60.9M -$1.42M -57,456 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$48.1M +$775K +31,468 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44.8M +$470K +19,080 +1%
American Century Companies
6
American Century Companies
Missouri
$44.1M -$5.89M -239,228 -12%
NSCM
7
New South Capital Management
Tennessee
$39.4M -$4.74M -192,332 -11%
ACM
8
Ashford Capital Management
Delaware
$39M +$448K +18,200 +1%
Invesco
9
Invesco
Georgia
$30.7M +$1.06M +42,920 +4%
State Street
10
State Street
Massachusetts
$27.5M +$1.64M +66,540 +6%
Wells Fargo
11
Wells Fargo
California
$27.4M -$3.06M -124,128 -10%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$26.5M +$20M +811,792 +308%
EA
13
Emerald Advisers
Pennsylvania
$25M +$921K +37,376 +4%
SCA
14
Summit Creek Advisors
Minnesota
$22.1M +$3.48M +141,396 +19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.6M +$369K +14,964 +2%
KCM
16
Kornitzer Capital Management
Kansas
$19.6M -$394K -16,000 -2%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.4M
DCM
18
Driehaus Capital Management
Illinois
$16.2M +$1.52M +61,596 +10%
Northern Trust
19
Northern Trust
Illinois
$14.6M -$22.8K -924 -0.2%
KCM
20
Kennedy Capital Management
Missouri
$14.6M +$876K +35,544 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14.1M -$1.67M -67,948 -11%
SC
22
Skylands Capital
Wisconsin
$9.56M -$947K -38,440 -9%
Charles Schwab
23
Charles Schwab
California
$9.36M -$203K -8,240 -2%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.31M
Morgan Stanley
25
Morgan Stanley
New York
$9.31M +$1.62M +65,580 +21%

NVEE Hedge Fund Activity: Q3 2021 in Review

153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2021, worth a combined $945M — up 6.2% from $890M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NVEE positions and 12 closed out — a net gain of 3 holders — while 64 added to existing stakes and 47 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $20M. The largest seller was American Century Companies, cutting an estimated $5.89M.

  • 153 institutional investors held NV5 Global (NVEE) as of Q3 2021, up from 151 in Q2 2021.
  • Funds reported $945M of NV5 Global stock for Q3 2021, up 6.2% quarter-over-quarter.
  • 15 funds opened new NV5 Global positions in Q3 2021 and 12 closed out, a net change of +3 holders.
  • The largest NV5 Global buyer in Q3 2021 was Mawer Investment Management, an estimated $20M added.
  • The largest NV5 Global seller in Q3 2021 was American Century Companies, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2021.