NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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219 hedge funds and large institutions have $937M invested in NV5 Global in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 25 closing their positions.

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
33
Increased
89
Reduced
70
Closed
25
Calls
$28K
Puts
$659K
Net Calls
-$631K
Net Calls Change
-$98K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$28.5M
2
BlackRock
2
BlackRock
New York
$178M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$5.21M
4
Swedbank
4
Swedbank
Sweden
$30.8M
5
BCA
5
Bernzott Capital Advisors
California
$3.72M

Top Sellers

1
CM
1
Cercano Management
Washington
$74M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.22M
3
EA
3
Emerald Advisers
Pennsylvania
$13.2M
4
ORI
4
Oak Ridge Investments
Illinois
$1.54M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$6.31M 334,965 +132,297 +65%
Millennium Management
27
Millennium Management
New York
$6.14M 325,778 +36,838 +13%
KCM
28
Kennedy Capital Management
Missouri
$5.92M 314,192 -146,392 -32%
Invesco
29
Invesco
Georgia
$5.76M 305,918 +16,982 +6%
SEI Investments
30
SEI Investments
Pennsylvania
$5.52M 293,108 +47,004 +19%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$5.27M 279,529 +73,425 +36%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$5.21M 276,700 +276,700 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$5.06M 268,377 +16,601 +7%
Principal Financial Group
34
Principal Financial Group
Iowa
$4.77M 253,115 +6,943 +3%
Marshall Wace
35
Marshall Wace
United Kingdom
$4.71M 249,774 +110,338 +79%
BCA
36
Bernzott Capital Advisors
California
$3.72M 197,510 +197,510 New
Two Sigma Investments
37
Two Sigma Investments
New York
$3.53M 187,229 +67,937 +57%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$3.36M 178,539 +178,539 New
RA
39
Royce & Associates
New York
$3.36M 178,280 -45,600 -20%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$3.31M 175,582 +36,594 +26%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.26M 173,273 +9,221 +6%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.13M 165,876 +380 +0.2%
AAM
43
Advisors Asset Management
Colorado
$2.9M 153,969 +47,169 +44%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.84M 150,617 +181 +0.1%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$2.83M 150,475 +835 +0.6%
Squarepoint
46
Squarepoint
New York
$2.79M 148,148 +16,432 +12%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$2.75M 145,716 – –
UBS Group
48
UBS Group
Switzerland
$2.74M 145,561 +70,129 +93%
CIS
49
Connors Investor Services
Pennsylvania
$2.62M 139,222 +25,554 +22%
TFCM
50
Taylor Frigon Capital Management
Arizona
$2.59M 137,299 +18,575 +16%
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