NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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60 hedge funds and large institutions have $58.4M invested in NV5 Global in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
28
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bridgeway Capital Management
Texas
$1.11M
2
Northern Trust
2
Northern Trust
Illinois
$944K
3
GCP
3
GSA Capital Partners
United Kingdom
$1.75M
4
MHP
4
Manatuck Hill Partners
Connecticut
$4.83M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.54M

Top Sellers

1
PCM
1
Penn Capital Management
Pennsylvania
$0
2
FWSM
2
First Wilshire Securities Management
California
$9.82M
3
OAM
3
Oberweis Asset Management
Illinois
$631K
4
EI
4
EAM Investors
California
$1.4M
5
BIM
5
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$5K -$366 -80 -7%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$4K +$4K +808 New
UMA
53
USA Mutuals Advisors
Texas
$3K +$3K +588 New
Creative Planning
54
Creative Planning
Kansas
$3K +$3K +600 New
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +644 New
PCM
56
Penn Capital Management
Pennsylvania
– -$1.83M -301,020 Closed
BIM
57
Bogle Investment Management
Massachusetts
– -$726K -119,844 Closed
FA
58
Friess Associates
Delaware
– -$704K -116,000 Closed
MERSOM
59
Municipal Employees' Retirement System of Michigan
Michigan
– -$466K -76,800 Closed
TC
60
TFS Capital
Pennsylvania
– -$407K -67,052 Closed
SIM
61
Spark Investment Management
New York
– -$295K -48,800 Closed
VKH
62
Virtu KCG Holdings
New York
– -$280K -46,168 Closed
Charles Schwab
63
Charles Schwab
California
– -$207K -34,000 Closed
WS
64
Wedbush Securities
California
– -$200K -33,000 Closed
Invesco
65
Invesco
Georgia
– -$54K -8,824 Closed
CCS
66
Crosspoint Capital Strategies
California
– -$11K -1,824 Closed
MSFP
67
Mark Sheptoff Financial Planning
Connecticut
– -$10K -1,600 Closed
TDC
68
Thompson Davis & Co
Virginia
– -$6K -1,056 Closed
Federated Hermes
69
Federated Hermes
Pennsylvania
– -$1K -88 Closed
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