NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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136 hedge funds and large institutions have $621M invested in NV5 Global in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+20
Holders Change %
+17.24%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
40
Reduced
41
Closed
11
Calls
$2.03M
Puts
$1.47M
Net Calls
+$560K
Net Calls Change
+$1.61M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.4M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.5M
3
DCM
3
Driehaus Capital Management
Illinois
$4.77M
4
BlackRock
4
BlackRock
New York
$66.9M
5
SRAM
5
Spouting Rock Asset Management
Pennsylvania
$2.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$16.1M
2
CB
2
Cooke & Bieler
Pennsylvania
$17.8M
3
SCA
3
Summit Creek Advisors
Minnesota
$19.8M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$3K – – –
US Bancorp
127
US Bancorp
Minnesota
$3K – – –
SPIA
128
Steward Partners Investment Advisory
New York
$3K +$3K +144 New
Simplex Trading
129
Simplex Trading
Illinois
$3K +$3K +196 New
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +116 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1K -$4.71K -264 -83%
TFGT
132
TS Financial Group (TSFG)
Illinois
$1K – – –
QCG
133
Quadrant Capital Group
Ohio
$1K +$1K +28 New
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +56 New
AIG
135
American International Group
New York
$499 -$14 -724 -3%
Voloridge Investment Management
136
Voloridge Investment Management
Florida
– -$656K -49,728 Closed
Squarepoint
137
Squarepoint
New York
– -$485K -36,728 Closed
PI
138
PEAK6 Investments
Illinois
– -$422K -31,996 Closed
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
– -$16K -1,200 Closed
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
– -$11K -880 Closed
CG
141
Cutler Group
California
– -$8K -640 Closed
GWM
142
Geneos Wealth Management
Colorado
– -$1K -148 Closed
FHA
143
Flagship Harbor Advisors
Massachusetts
– -$1K -120 Closed
GT
144
Glenmede Trust
Pennsylvania
– -$1K -104 Closed
ETC
145
Exchange Traded Concepts
Oklahoma
– -$1K -56 Closed
HF
146
Halpern Financial
Virginia
– -$739 -56 Closed
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