NV5 Global
NVEE
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, 63 increasing their positions, 48 reducing their positions, and 12 closing their positions.
32% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $2.49M
31% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 48
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
6% more capital invested
Capital invested by funds: $891M → $945M (+$53.9M)
1% more funds holding
Funds holding: 151 → 153 (+2)
0.85% more ownership
Funds ownership: 248.41% → 249.26% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$20M |
| 2 |
CA
CastleArk Alternatives
Chicago,
Illinois
|
+$8.64M |
| 3 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$3.48M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.64M |
| 5 |
Morgan Stanley
New York
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$5.89M |
| 2 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$4.74M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.49M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.06M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.28M |
NVEE Hedge Fund Activity: Q3 2021 in Review
153 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2021, worth a combined $945M — up 6.1% from $891M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NVEE positions and 12 closed out — a net gain of 3 holders — while 63 added to existing stakes and 48 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 6.1% 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.