NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.42B invested in NV5 Global in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
64
Reduced
72
Closed
21
Calls
$189K
Puts
–
Net Calls
+$189K
Net Calls Change
-$176K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$24.6M
3
NTCM
3
Nine Ten Capital Management
Illinois
$17.9M
4
TCM
4
Tributary Capital Management
Nebraska
$13.9M
5
BlackRock
5
BlackRock
New York
$246M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
ACM
5
Ashford Capital Management
Delaware
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
51
Cruiser Capital Advisors
Connecticut
$3.05M 27,452 – –
IWC
52
Integrated Wealth Concepts
Massachusetts
$3M 26,981 -5,054 -16%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.93M 26,390 +10,679 +68%
ORI
54
Oak Ridge Investments
Illinois
$2.87M 25,795 -5,845 -18%
CS
55
Credit Suisse
Switzerland
$2.86M 25,757 +1,336 +5%
ACA
56
Anchor Capital Advisors
Massachusetts
$2.64M 23,744 -1,423 -6%
CI
57
Cambiar Investors
Colorado
$2.6M 23,401 – –
Barclays
58
Barclays
United Kingdom
$2.44M 21,940 +15,379 +234%
SBF
59
Sara-Bay Financial
Florida
$2.4M 21,636 -23,036 -52%
AIMCA
60
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.38M 21,390 +1,596 +8%
Wells Fargo
61
Wells Fargo
California
$2.36M 21,232 +2,706 +15%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$2.1M 18,936 +2,083 +12%
CNAM
63
Campbell Newman Asset Management
Wisconsin
$1.97M 17,730 +71 +0.4%
AAM
64
Advisors Asset Management
Colorado
$1.88M 16,953 +2,362 +16%
UBS Group
65
UBS Group
Switzerland
$1.85M 16,652 +9,926 +148%
Canada Life
66
Canada Life
Manitoba, Canada
$1.78M 16,110 -1,154 -7%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.77M 15,410 +2,391 +18%
Citadel Advisors
68
Citadel Advisors
Florida
$1.75M 15,784 -28,700 -65%
CCA
69
Conestoga Capital Advisors
Pennsylvania
$1.74M 15,643 +620 +4%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.73M 15,544 +463 +3%
FG
71
Formula Growth
Quebec, Canada
$1.72M 15,500 – –
UBS AM
72
UBS AM
Illinois
$1.69M 15,234 – –
Prudential Financial
73
Prudential Financial
New Jersey
$1.67M 15,047 +316 +2%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.67M 15,027 -499 -3%
RG
75
Renaissance Group
Kentucky
$1.58M 14,198 +650 +5%
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