NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.19B invested in NV5 Global in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
65
Reduced
73
Closed
20
Calls
$1.42M
Puts
$88K
Net Calls
+$1.33M
Net Calls Change
+$1.14M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$42.3M
2
TCM
2
Tributary Capital Management
Nebraska
$16.9M
3
American Century Companies
3
American Century Companies
Missouri
$38.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.3M
5
Swedbank
5
Swedbank
Sweden
$19.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$390K
4
SST
4
S Squared Technology
New York
$0
5
BlackRock
5
BlackRock
New York
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSCM
26
New South Capital Management
Tennessee
$12M -$578K -23,588 -5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$9.9M -$567K -23,124 -5%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.51M -$597K -24,376 -8%
RA
29
Royce & Associates
New York
$5.58M – – –
Invesco
30
Invesco
Georgia
$4.56M +$493K +20,140 +12%
SEI Investments
31
SEI Investments
Pennsylvania
$4.54M +$402K +16,404 +10%
Ameriprise
32
Ameriprise
Minnesota
$3.97M -$212K -8,656 -5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.83M +$26K +1,060 +0.7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.79M +$554K +22,592 +17%
Legal & General Group
35
Legal & General Group
United Kingdom
$3.77M -$14.8K -604 -0.4%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$3.51M -$1.63M -66,592 -32%
FAM
37
Fred Alger Management
New York
$3.45M -$124K -5,048 -3%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$3.4M +$1.18K +48 +0%
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.31M -$552K -22,548 -14%
TFCM
40
Taylor Frigon Capital Management
Arizona
$3.18M +$155K +6,332 +5%
CIS
41
Connors Investor Services
Pennsylvania
$2.98M -$203K -8,276 -6%
Axa
42
Axa
France
$2.96M -$180K -7,360 -6%
Goldman Sachs
43
Goldman Sachs
New York
$2.93M -$1.19M -48,520 -29%
WC
44
Woodstock Corp
Massachusetts
$2.93M – – –
Nordea Investment Management
45
Nordea Investment Management
Sweden
$2.82M -$18.4K -744 -0.6%
ORI
46
Oak Ridge Investments
Illinois
$2.79M +$257K +10,508 +10%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.76M – – –
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$2.71M – – –
CCA
49
Cruiser Capital Advisors
Connecticut
$2.69M – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.59M +$735K +30,004 +40%
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