NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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151 hedge funds and large institutions have $890M invested in NV5 Global in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 28 closing their positions.

Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
66
Reduced
37
Closed
28
Calls
$4.24M
Puts
$3.13M
Net Calls
+$1.11M
Net Calls Change
-$864K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$47.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$45.3M
3
BlackRock
3
BlackRock
New York
$92.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$11.5M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$6.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.42M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$59.8M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
BPIM
4
Brant Point Investment Management
New York
$0
5
PCM
5
Pinz Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$889K 9,406 +459 +5%
AQR Capital Management
77
AQR Capital Management
Connecticut
$889K 9,409 +9,409 New
FIM
78
Freedom Investment Management
Connecticut
$802K 8,483 +1,666 +24%
LPL Financial
79
LPL Financial
California
$775K 8,201 -133 -2%
AWM
80
AE Wealth Management
Kansas
$761K 8,052 +310 +4%
Barclays
81
Barclays
United Kingdom
$682K 7,216 -6,095 -46%
Goldman Sachs
82
Goldman Sachs
New York
$676K 7,148 -10,562 -60%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$673K 7,124 +1,301 +22%
N
84
Natixis
France
$671K 7,095 +7,095 New
APP
85
Alpha Paradigm Partners
Illinois
$625K 6,613 +6,613 New
TIA
86
Tandem Investment Advisors
South Carolina
$601K 6,359 +40 +0.6%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$593K 6,274 +1,381 +28%
BFM
88
Boothbay Fund Management
New York
$582K 6,156 +1,204 +24%
FNBOH
89
First National Bank of Hutchinson
Kansas
$530K 5,612 -271 -5%
TRCT
90
Tower Research Capital (TRC)
New York
$527K 5,572 +4,944 +787%
EA
91
Ellsworth Advisors
Ohio
$524K 5,542 +341 +7%
UBS Group
92
UBS Group
Switzerland
$512K 5,418 +1,351 +33%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$456K 4,822 +83 +2%
MIM
94
MetLife Investment Management
New Jersey
$438K 4,636 – –
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$428K 4,525 +279 +7%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$420K 4,441 +2,683 +153%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$369K 3,880 +3,476 +860%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$347K 3,672 +424 +13%
OCM
99
Orion Capital Management
California
$336K 3,550 – –
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$329K 3,482 +614 +21%
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