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 Holding Trade Value Shares
Change 		Shares
Change %
AAP
126
Arax Advisory Partners
Colorado
$99K +$10.8K +440 +12%
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$92K +$20.5K +832 +29%
Canada Life
128
Canada Life
Manitoba, Canada
$72K – – –
QT
129
Quantbot Technologies
New York
$71K +$48.9K +2,000 +221%
GGHC
130
Gilder Gagnon Howe & Co
New York
$63K – – –
PA
131
PSI Advisors
Florida
$53K +$53K +2,160 New
Lazard Asset Management
132
Lazard Asset Management
New York
$40K +$40K +1,640 New
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
FF
134
FourThought Financial
Florida
$30K – – –
PA
135
Parallel Advisors
California
$23K +$2.48K +100 +12%
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
Simplex Trading
137
Simplex Trading
Illinois
$17K – – –
US Bancorp
138
US Bancorp
Minnesota
$15K +$9.02K +356 +151%
Baillie Gifford & Co
139
Baillie Gifford & Co
United Kingdom
$14K – – –
CFGS
140
Concourse Financial Group Securities
Alabama
$14K +$2.43K +100 +21%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$12K -$22.9K -948 -66%
FCM
142
Firestone Capital Management
Florida
$12K – – –
SWM
143
Sugarloaf Wealth Management
Georgia
$10K -$10K -400 -50%
CLOS
144
Compagnie Lombard Odier SCmA
Switzerland
$8K – – –
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$6K +$6K +244 New
TRCT
146
Tower Research Capital (TRC)
New York
$5K -$521K -22,076 -99%
SPIA
147
Steward Partners Investment Advisory
New York
$4K – – –
First Manhattan
148
First Manhattan
New York
$4K +$4K +200 New
WPA
149
West Paces Advisors
Georgia
$3.06K – – –
TWA
150
TCI Wealth Advisors
Arizona
$3K +$3K +140 New
3 4 5
6
7