NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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153 hedge funds and large institutions have $945M invested in NV5 Global in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
64
Reduced
47
Closed
12
Calls
$3.28M
Puts
$2.49M
Net Calls
+$785K
Net Calls Change
-$328K

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$26.5M
2
CA
2
CastleArk Alternatives
Illinois
$8.65M
3
SCA
3
Summit Creek Advisors
Minnesota
$22.1M
4
State Street
4
State Street
Massachusetts
$27.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.31M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$44.1M
2
NSCM
2
New South Capital Management
Tennessee
$39.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.48M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
Bank of America
5
Bank of America
North Carolina
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$906K 9,187 -9,728 -51%
LPL Financial
77
LPL Financial
California
$887K 9,000 +799 +10%
AWM
78
AE Wealth Management
Kansas
$823K 8,351 +299 +4%
FIM
79
Freedom Investment Management
Connecticut
$786K 7,974 -509 -6%
SG Americas Securities
80
SG Americas Securities
New York
$758K 7,685 +7,685 New
AIG
81
American International Group
New York
$712K 7,221 +43 +0.6%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$691K 7,010 +2,569 +58%
Goldman Sachs
83
Goldman Sachs
New York
$688K 6,980 -168 -2%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$674K 6,839 -285 -4%
TIA
85
Tandem Investment Advisors
South Carolina
$636K 6,456 +97 +2%
N
86
Natixis
France
$618K 6,270 -825 -12%
HF
87
HRT Financial
New York
$613K 6,224 +6,224 New
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$609K 6,177 -97 -2%
BFM
89
Boothbay Fund Management
New York
$607K 6,156 – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$597K 5,790 +1,910 +49%
EA
91
Ellsworth Advisors
Ohio
$570K 5,780 +238 +4%
FNBOH
92
First National Bank of Hutchinson
Kansas
$555K 5,634 +22 +0.4%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$510K 5,171 +1,499 +41%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$490K 4,972 +150 +3%
AAM
95
Advisors Asset Management
Colorado
$485K 4,916 +3,302 +205%
MIM
96
MetLife Investment Management
New Jersey
$457K 4,636 – –
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$446K 4,525 – –
UBS Group
98
UBS Group
Switzerland
$443K 4,492 -926 -17%
Jane Street
99
Jane Street
New York
$434K 4,405 +4,405 New
Legal & General Group
100
Legal & General Group
United Kingdom
$427K 4,337 +2,530 +140%
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