NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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219 hedge funds and large institutions have $937M invested in NV5 Global in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 181 increasing their positions, 5 reducing their positions, and 25 closing their positions.

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
33
Increased
181
Reduced
5
Closed
25
Calls
$28K
Puts
$659K
Net Calls
-$631K
Net Calls Change
-$98K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$28.5M
2
BlackRock
2
BlackRock
New York
$178M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$5.21M
4
Swedbank
4
Swedbank
Sweden
$30.8M
5
BCA
5
Bernzott Capital Advisors
California
$3.72M

Top Sellers

1
CM
1
Cercano Management
Washington
$74M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.22M
3
EA
3
Emerald Advisers
Pennsylvania
$13.2M
4
ORI
4
Oak Ridge Investments
Illinois
$1.54M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
226
Tandem Investment Advisors
South Carolina
– – -3,657 Closed
NWAG
227
Net Worth Advisory Group
Utah
– – -2,252 Closed
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
– – -2,180 Closed
PCM
229
Penserra Capital Management
California
– – -720 Closed
OC
230
Oarsman Capital
Wisconsin
– – -155 Closed
ACM
231
Aster Capital Management
United Arab Emirates
– – -109 Closed
NC
232
nVerses Capital
Florida
– – -100 Closed
MAM
233
Meeder Asset Management
Ohio
– – -41 Closed
BCM
234
Blume Capital Management
California
– – -40 Closed
TFA
235
Toth Financial Advisory
Virginia
– – -13 Closed
BCMLT
236
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -12 Closed
BIA
237
Bell Investment Advisors
California
– – -5 Closed
EWA
238
EverSource Wealth Advisors
Alabama
– – -5 Closed
PFBT
239
Parkside Financial Bank & Trust
Missouri
– – -4 Closed
JWA
240
JFS Wealth Advisors
Pennsylvania
– – -3 Closed
CA
241
Claris Advisors
Missouri
– – -2 Closed
SIC
242
SJS Investment Consulting
Ohio
– – -2 Closed
HWM
243
Hemington Wealth Management
Virginia
$0 3 -1 -25%
MFG
244
Mendota Financial Group
Wisconsin
– – -1 Closed
TFGT
245
TS Financial Group (TSFG)
Illinois
$0 16 +12 +300%
6 7 8 9
10