NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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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.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.69%
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

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$26.5M
2
CA
2
CastleArk Alternatives
Illinois
$8.65M
3
SCA
3
Summit Creek Advisors
Minnesota
$22.1M
4
State Street
4
State Street
Massachusetts
$27.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.31M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$44.1M
2
NSCM
2
New South Capital Management
Tennessee
$39.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.48M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
Bank of America
5
Bank of America
North Carolina
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
GPGA
26
Grandeur Peak Global Advisors
Utah
$9.13M 92,670 +2,300 +3%
CM
27
Castleark Management
Illinois
$8.65M 87,727 +3,400 +4%
CA
28
CastleArk Alternatives
Illinois
$8.65M 87,727 +87,727 New
First Trust Advisors
29
First Trust Advisors
Illinois
$8.48M 85,993 -35,460 -29%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$7.73M 78,405 +2,310 +3%
RA
31
Royce & Associates
New York
$6.91M 70,100 -5,000 -7%
Swedbank
32
Swedbank
Sweden
$6.9M 70,000 -10,000 -13%
TFCM
33
Taylor Frigon Capital Management
Arizona
$6.13M 62,166 -320 -0.5%
ACA
34
Anchor Capital Advisors
Massachusetts
$5.32M 54,003 -220 -0.4%
SBF
35
Sara-Bay Financial
Florida
$5.27M 53,500 -115 -0.2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.05M 51,267 +4,402 +9%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$4.88M 47,824 -1,436 -3%
MCM
38
Mitchell Capital Management
Kansas
$4.85M 49,247 -823 -2%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$4.39M 44,550 – –
CCA
40
Cruiser Capital Advisors
Connecticut
$4.33M 43,942 -2,100 -5%
CFS
41
Capital Financial Services
New York
$3.66M 37,084 -130 -0.3%
CIS
42
Connors Investor Services
Pennsylvania
$3.42M 34,664 +1,233 +4%
SRAM
43
Spouting Rock Asset Management
Pennsylvania
$3.41M 34,593 +1,474 +4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$3.39M 34,376 -2,816 -8%
SEI Investments
45
SEI Investments
Pennsylvania
$3.19M 32,352 +2,925 +10%
LWAC
46
Laurel Wealth Advisors (California)
California
$3.15M 31,902 +4,058 +15%
WC
47
Woodstock Corp
Massachusetts
$3.13M 31,720 – –
SST
48
S Squared Technology
New York
$2.96M 30,057 – –
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$2.94M 29,807 – –
CI
50
Cambiar Investors
Colorado
$2.91M 29,478 -555 -2%
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