NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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111 hedge funds and large institutions have $347M invested in NV5 Global in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
37
Reduced
39
Closed
16
Calls
$1.13M
Puts
$213K
Net Calls
+$919K
Net Calls Change
+$400K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.73M
2
KCM
2
Kennedy Capital Management
Missouri
$5.16M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$21.4M
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.5M
5
EA
5
Emerald Advisers
Pennsylvania
$13.6M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$12.5M
2
EI
2
EAM Investors
California
$0
3
GIPM
3
G2 Investment Partners Management
New York
$3.47M
4
PC
4
Pier Capital
Connecticut
$5.96M
5
AI
5
Axiom Investors
Connecticut
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$244K +$134K +9,620 +123%
CAM
77
Concorde Asset Management
Michigan
$237K +$8.13K +552 +4%
MIM
78
MetLife Investment Management
New Jersey
$221K – – –
MC
79
Menta Capital
California
$214K -$501K -35,992 -70%
SEI Investments
80
SEI Investments
Pennsylvania
$198K +$8.59K +616 +5%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$164K – – –
Simplex Trading
82
Simplex Trading
Illinois
$139K +$139K +10,044 New
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$113K -$340K -24,456 -75%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$97.3K -$2.17K -156 -2%
Barclays
85
Barclays
United Kingdom
$97K +$23.8K +1,712 +32%
TRCT
86
Tower Research Capital (TRC)
New York
$94K +$48K +3,440 +104%
Legal & General Group
87
Legal & General Group
United Kingdom
$76K -$21.3K -1,528 -22%
NSIM
88
North Star Investment Management
Illinois
$72K -$29.4K -2,120 -29%
UBS Group
89
UBS Group
Switzerland
$71K -$3.74K -268 -5%
Canada Life
90
Canada Life
Manitoba, Canada
$56K – – –
BCI
91
Brinker Capital Investments
Pennsylvania
$56K +$56K +4,000 New
SWP
92
Stratos Wealth Partners
Ohio
$52K – – –
Citigroup
93
Citigroup
New York
$48K -$3.59K -260 -7%
TSW
94
Thompson Siegel & Walmsley
Virginia
$45K – – –
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$39K +$39K +2,820 New
AIP
96
Ameritas Investment Partners
Nebraska
$35K – – –
US Bancorp
97
US Bancorp
Minnesota
$26K -$119K -8,836 -82%
RCG
98
Ruggie Capital Group
Florida
$15K – – –
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$9K +$2.59K +176 +40%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$8K +$2.83K +204 +55%
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