NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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135 hedge funds and large institutions have $535M invested in NV5 Global in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
46
Reduced
47
Closed
18
Calls
$16.1M
Puts
$20.8M
Net Calls
-$4.66M
Net Calls Change
+$270K

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$11M
2
PM
2
Pembroke Management
Quebec, Canada
$6.67M
3
GPGA
3
Grandeur Peak Global Advisors
Utah
$10.9M
4
BlackRock
4
BlackRock
New York
$53.8M
5
NPIC
5
Neumeier Poma Investment Counsel
California
$38.1M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$28.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$2.71M
3
DCM
3
Driehaus Capital Management
Illinois
$232K
4
Invesco
4
Invesco
Georgia
$305K
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.29M +$20.5K +1,200 +2%
RFWA
52
RPg Family Wealth Advisory
Massachusetts
$1.23M -$104K -6,120 -8%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.1M +$30.7K +1,796 +3%
AIC
54
AWM Investment Company
New York
$1.02M – – –
YMRC
55
Yorktown Management & Research Company
Virginia
$949K – – –
LSC
56
Lyon Street Capital
California
$942K -$1.59M -92,900 -63%
PRCP
57
Pacific Ridge Capital Partners
Oregon
$941K -$2.05K -120 -0.2%
PI
58
PEAK6 Investments
Illinois
$914K +$914K +53,548 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$888K – – –
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$867K -$2.05K -120 -0.2%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$842K +$842K +49,324 New
CNAM
62
Campbell Newman Asset Management
Wisconsin
$832K -$6.35K -372 -0.8%
BFM
63
Boothbay Fund Management
New York
$828K +$651K +38,164 +368%
Goldman Sachs
64
Goldman Sachs
New York
$805K -$130K -7,632 -14%
UCFA
65
United Capital Financial Advisors
Texas
$723K -$1.98K -116 -0.3%
First Trust Advisors
66
First Trust Advisors
Illinois
$698K -$1.92M -112,660 -73%
UBS Group
67
UBS Group
Switzerland
$684K +$412K +24,164 +152%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$637K +$10.8K +636 +2%
FNBOH
69
First National Bank of Hutchinson
Kansas
$604K -$682 -40 -0.1%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$584K -$24K -1,408 -4%
RG
71
Renaissance Group
Kentucky
$528K +$6.83K +400 +1%
Citigroup
72
Citigroup
New York
$519K +$46.9K +2,748 +10%
PPA
73
Parametric Portfolio Associates
Washington
$514K +$26.3K +1,540 +5%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$509K -$268K -15,720 -35%
CAM
75
Concorde Asset Management
Michigan
$495K -$143K -8,360 -22%
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