NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $897M invested in NV5 Global in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+20
Holders Change %
+14.71%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
56
Reduced
43
Closed
13
Calls
$5.83M
Puts
$3.85M
Net Calls
+$1.98M
Net Calls Change
+$1.42M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.9M
2
KCM
2
Kornitzer Capital Management
Kansas
$15.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$28M
4
DCM
4
Driehaus Capital Management
Illinois
$16.9M
5
American Century Companies
5
American Century Companies
Missouri
$30.2M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$0
2
SCA
2
Summit Creek Advisors
Minnesota
$18.9M
3
EA
3
Emerald Advisers
Pennsylvania
$24.5M
4
Wells Fargo
4
Wells Fargo
California
$29M
5
CCA
5
Cruiser Capital Advisors
Connecticut
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
26
Swedbank
Sweden
$8.21M +$8.21M +340,000 New
Morgan Stanley
27
Morgan Stanley
New York
$7.41M +$3.49M +144,740 +89%
RA
28
Royce & Associates
New York
$7.25M +$744K +30,800 +11%
Charles Schwab
29
Charles Schwab
California
$7.19M +$207K +8,588 +3%
Marshall Wace
30
Marshall Wace
United Kingdom
$7.12M +$7.12M +294,892 New
Russell Investments Group
31
Russell Investments Group
United Kingdom
$6.67M +$2.31M +95,696 +53%
TFCM
32
Taylor Frigon Capital Management
Arizona
$6.33M -$129K -5,332 -2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$5.9M +$2.93M +121,244 +98%
SBF
34
Sara-Bay Financial
Florida
$5.27M +$5.27M +218,248 New
ACA
35
Anchor Capital Advisors
Massachusetts
$5.17M +$375K +15,544 +8%
BPIM
36
Brant Point Investment Management
New York
$5.07M +$5.07M +210,000 New
MCM
37
Mitchell Capital Management
Kansas
$4.89M -$279K -11,568 -5%
PCM
38
Pinz Capital Management
New York
$4.82M +$4.82M +199,780 New
CCA
39
Cruiser Capital Advisors
Connecticut
$4.45M -$1.9M -78,524 -30%
First Trust Advisors
40
First Trust Advisors
Illinois
$4.42M +$2M +82,808 +83%
Calamos Advisors
41
Calamos Advisors
Illinois
$4.03M +$4.03M +166,988 New
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$3.96M -$9.37K -388 -0.2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.91M -$27.5K -1,140 -0.7%
SRAM
44
Spouting Rock Asset Management
Pennsylvania
$3.75M +$150K +5,736 +4%
CFS
45
Capital Financial Services
New York
$3.59M – – –
CIS
46
Connors Investor Services
Pennsylvania
$3.24M -$224K -9,276 -6%
WC
47
Woodstock Corp
Massachusetts
$3.06M – – –
LWAC
48
Laurel Wealth Advisors (California)
California
$2.98M +$149K +6,180 +5%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$2.84M -$89.3K -3,700 -3%
CI
50
Cambiar Investors
Colorado
$2.83M -$619K -25,628 -18%
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