NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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116 hedge funds and large institutions have $424M invested in NV5 Global in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
45
Reduced
37
Closed
14
Calls
$1.55M
Puts
$2.59M
Net Calls
-$1.05M
Net Calls Change
-$1.44M

Top Buyers

1
ACM
1
Ashford Capital Management
Delaware
$18.5M
2
American Century Companies
2
American Century Companies
Missouri
$22.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.1M
4
TFCM
4
Taylor Frigon Capital Management
Arizona
$3.64M
5
DCM
5
Driehaus Capital Management
Illinois
$960K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6M
3
CRCP
3
Copper Rock Capital Partners
Massachusetts
$7.44M
4
Wells Fargo
4
Wells Fargo
California
$17.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$7K – – –
FCM
102
Firestone Capital Management
Florida
$6K – – –
ASN
103
Advisory Services Network
Georgia
$6K +$6K +428 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$5K -$2.75K -176 -35%
SWM
105
Sugarloaf Wealth Management
Georgia
$5K – – –
Group One Trading
106
Group One Trading
Illinois
$5K +$5K +384 New
Bessemer Group
107
Bessemer Group
New Jersey
$4K +$4K +280 New
CFGS
108
Concourse Financial Group Securities
Alabama
$3K -$91 -8 -3%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$2K – – –
US Bancorp
110
US Bancorp
Minnesota
$2K +$667 +52 +50%
FHA
111
Flagship Harbor Advisors
Massachusetts
$1K – – –
ETC
112
Exchange Traded Concepts
Oklahoma
$1K +$1K +56 New
GT
113
Glenmede Trust
Pennsylvania
$1K +$1K +104 New
GWM
114
Geneos Wealth Management
Colorado
$1K +$1K +148 New
HF
115
Halpern Financial
Virginia
$739 +$739 +56 New
WA
116
Wasatch Advisors
Utah
– -$10.9M -861,232 Closed
FPCG
117
Fort Pitt Capital Group
Pennsylvania
– -$1.3M -102,132 Closed
GH
118
GAM Holding
Switzerland
– -$563K -44,340 Closed
AIC
119
AWM Investment Company
New York
– -$351K -27,600 Closed
SG Americas Securities
120
SG Americas Securities
New York
– -$296K -23,276 Closed
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
– -$293K -23,096 Closed
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
– -$231K -18,212 Closed
VFA
123
Valeo Financial Advisors
Indiana
– -$13K -1,000 Closed
QT
124
Quantbot Technologies
New York
– -$5K -412 Closed
CAN
125
Cetera Advisor Networks
California
– -$3K -232 Closed
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