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 $670M invested in NV5 Global in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
151
Holders Change
+28
Holders Change %
+22.76%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
52
Reduced
49
Closed
7
Calls
$1.98M
Puts
$399K
Net Calls
+$1.59M
Net Calls Change
-$296K

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$17M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$47.3M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$13.3M
4
CM
4
Castleark Management
Illinois
$9.63M
5
BlackRock
5
BlackRock
New York
$57.9M

Top Sellers

1
PC
1
Pier Capital
Connecticut
$6.3M
2
PM
2
Pembroke Management
Quebec, Canada
$7.33M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$0
4
SCA
4
Summit Creek Advisors
Minnesota
$17.8M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$329K -$285K -13,160 -46%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$318K -$34.3K -1,576 -10%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$292K +$8.76K +404 +3%
ASN
104
Advisory Services Network
Georgia
$288K +$93K +4,296 +48%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$287K – – –
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$273K +$96.6K +4,456 +55%
Bank of America
107
Bank of America
North Carolina
$259K -$15.8K -728 -6%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$257K +$257K +11,868 New
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$255K – – –
KeyBank National Association
110
KeyBank National Association
Ohio
$223K +$223K +10,300 New
BCM
111
Bayesian Capital Management
New York
$218K +$218K +10,060 New
IIM
112
Ipswich Investment Management
Massachusetts
$213K +$213K +9,840 New
EMG
113
Ellington Management Group
Connecticut
$208K -$60.7K -2,800 -23%
SRAM
114
Stone Ridge Asset Management
New York
$207K +$207K +9,552 New
VF
115
Virtu Financial
New York
$204K +$204K +9,408 New
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$188K -$119K -5,520 -39%
AG
117
Advisor Group
Arizona
$157K +$11.2K +520 +8%
Legal & General Group
118
Legal & General Group
United Kingdom
$147K +$34.2K +1,580 +30%
NSIM
119
North Star Investment Management
Illinois
$113K – – –
MAM
120
Meeder Asset Management
Ohio
$96K +$96K +4,424 New
Simplex Trading
121
Simplex Trading
Illinois
$95K +$95K +4,408 New
BCI
122
Brinker Capital Investments
Pennsylvania
$87K – – –
Canada Life
123
Canada Life
Manitoba, Canada
$87K – – –
QT
124
Quantbot Technologies
New York
$86K +$14.3K +660 +20%
US Bancorp
125
US Bancorp
Minnesota
$82K +$6.7K +308 +9%
3 4
5
6 7