NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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213 hedge funds and large institutions have $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$10.2M
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$13.6M
3
GCM
3
Geneva Capital Management
Wisconsin
$46M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.2M
5
Axa
5
Axa
France
$3.74M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$6.65M
3
CM
3
Castleark Management
Illinois
$0
4
SCM
4
Sandler Capital Management
New York
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$9.86M +$239K +9,192 +2%
Swedbank
27
Swedbank
Sweden
$9.36M +$1.04M +40,000 +13%
Principal Financial Group
28
Principal Financial Group
Iowa
$8M -$815K -31,372 -9%
DCM
29
Driehaus Capital Management
Illinois
$6.65M -$9.78M -376,184 -60%
RA
30
Royce & Associates
New York
$6.17M -$72.8K -2,800 -1%
Ameriprise
31
Ameriprise
Minnesota
$5.48M -$206K -7,944 -4%
Goldman Sachs
32
Goldman Sachs
New York
$4.97M +$1.4M +54,000 +39%
SBF
33
Sara-Bay Financial
Florida
$4.88M -$329K -12,676 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$4.72M -$1.09M -42,024 -19%
SST
35
S Squared Technology
New York
$4.16M +$1.04M +40,000 +33%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.08M +$2.6K +100 +0.1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.79M +$174K +6,696 +5%
Axa
38
Axa
France
$3.74M +$3.74M +144,000 New
Russell Investments Group
39
Russell Investments Group
United Kingdom
$3.63M -$5.05M -194,316 -58%
PM
40
Pembroke Management
Quebec, Canada
$3.56M -$284K -10,908 -7%
ORI
41
Oak Ridge Investments
Illinois
$3.49M -$204K -7,836 -6%
Legal & General Group
42
Legal & General Group
United Kingdom
$3.33M +$154K +5,932 +5%
WC
43
Woodstock Corp
Massachusetts
$3.16M – – –
CS
44
Credit Suisse
Switzerland
$3.12M +$770K +29,632 +33%
IWC
45
Integrated Wealth Concepts
Massachusetts
$3.07M +$3.07M +118,112 New
RIM
46
Reliant Investment Management
Tennessee
$3.06M -$238K -9,140 -7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.96M -$353K -13,600 -11%
CCA
48
Cruiser Capital Advisors
Connecticut
$2.95M – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.95M +$17.2K +660 +0.6%
AI
50
Axiom Investors
Connecticut
$2.92M -$1.12M -43,064 -28%
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