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 Holding Trade Value Shares
Change 		Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$68K – – –
GGHC
127
Gilder Gagnon Howe & Co
New York
$61K – – –
BBL
128
Beck Bode LLC
Massachusetts
$59K -$1.91M -81,324 -97%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$40K +$40K +1,708 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$34K +$31.6K +1,340 +1,288%
FF
131
FourThought Financial
Florida
$29K – – –
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
CP
133
Castleview Partners
Texas
$25K +$25K +1,060 New
QT
134
Quantbot Technologies
New York
$21K +$21K +904 New
PA
135
Parallel Advisors
California
$20K +$2.42K +100 +14%
SWM
136
Sugarloaf Wealth Management
Georgia
$19K – – –
Simplex Trading
137
Simplex Trading
Illinois
$17K -$25.2K -1,120 -60%
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
Baillie Gifford & Co
139
Baillie Gifford & Co
United Kingdom
$13K – – –
FCM
140
Firestone Capital Management
Florida
$12K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$11K +$2.77K +120 +34%
ASN
142
Advisory Services Network
Georgia
$10K +$10K +428 New
CLOS
143
Compagnie Lombard Odier SCmA
Switzerland
$8K – – –
US Bancorp
144
US Bancorp
Minnesota
$6K – – –
HPC
145
HM Payson & Co
Maine
$6K +$6K +248 New
PAM
146
Panagora Asset Management
Massachusetts
$5K +$5K +192 New
SPIA
147
Steward Partners Investment Advisory
New York
$3K -$1.26M -60,416 -100%
WPA
148
West Paces Advisors
Georgia
$2.93K +$2.93K +124 New
QCG
149
Quadrant Capital Group
Ohio
$1K – – –
TFGT
150
TS Financial Group (TSFG)
Illinois
$1K – – –
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6
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