NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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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.

Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.64%
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

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$47.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$45.3M
3
BlackRock
3
BlackRock
New York
$92.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$11.5M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$6.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.42M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$59.8M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
BPIM
4
Brant Point Investment Management
New York
$0
5
PCM
5
Pinz Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CM
26
Castleark Management
Illinois
$7.97M 84,327 -2,080 -2%
Swedbank
27
Swedbank
Sweden
$7.56M 80,000 -5,000 -6%
Morgan Stanley
28
Morgan Stanley
New York
$7.38M 78,038 +1,347 +2%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$7.19M 76,095 +7,040 +10%
RA
30
Royce & Associates
New York
$7.1M 75,100 – –
Mawer Investment Management
31
Mawer Investment Management
Alberta, Canada
$6.22M 65,824 +65,824 New
TFCM
32
Taylor Frigon Capital Management
Arizona
$5.91M 62,486 -3,009 -5%
ACA
33
Anchor Capital Advisors
Massachusetts
$5.13M 54,223 +724 +1%
SBF
34
Sara-Bay Financial
Florida
$5.11M 53,615 -947 -2%
MCM
35
Mitchell Capital Management
Kansas
$4.73M 50,070 -541 -1%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$4.66M 49,260 +8,308 +20%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$4.43M 46,865 +6,331 +16%
Bank of America
38
Bank of America
North Carolina
$4.42M 46,768 -252,296 -84%
CCA
39
Cruiser Capital Advisors
Connecticut
$4.35M 46,042 – –
Wellington Management Group
40
Wellington Management Group
Massachusetts
$4.21M 44,550 +44,550 New
CFS
41
Capital Financial Services
New York
$3.52M 37,214 – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3.51M 37,192 -23,918 -39%
CIS
43
Connors Investor Services
Pennsylvania
$3.16M 33,431 -96 -0.3%
SRAM
44
Spouting Rock Asset Management
Pennsylvania
$3.13M 33,119 -2,615 -7%
WC
45
Woodstock Corp
Massachusetts
$3M 31,720 – –
SST
46
S Squared Technology
New York
$2.84M 30,057 +3,588 +14%
CI
47
Cambiar Investors
Colorado
$2.84M 30,033 +765 +3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.84M 30,005 +24,167 +414%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$2.82M 29,807 +375 +1%
SEI Investments
50
SEI Investments
Pennsylvania
$2.78M 29,427 +14,452 +97%
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