NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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188 hedge funds and large institutions have $1.41B invested in NV5 Global in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+35
Holders Change %
+22.88%
% of All Funds
2.9%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
52
Increased
64
Reduced
45
Closed
17
Calls
$2.63M
Puts
$1.77M
Net Calls
+$858K
Net Calls Change
+$73K

Top Buyers

1
BlackRock
1
BlackRock
New York
$275M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M
4
State Street
4
State Street
Massachusetts
$56.2M
5
Invesco
5
Invesco
Georgia
$56.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
NPIC
2
Neumeier Poma Investment Counsel
California
$56.7M
3
NSCM
3
New South Capital Management
Tennessee
$26.7M
4
ACM
4
Ashford Capital Management
Delaware
$34.8M
5
Wells Fargo
5
Wells Fargo
California
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
151
Arax Advisory Partners
Colorado
$139K – – –
OIS
152
Okabena Investment Services
Minnesota
$122K +$122K +3,532 New
MA
153
MUFG Americas
New York
$115K +$115K +3,336 New
JAMONY
154
Jacob Asset Management of New York
California
$110K -$248K -7,200 -69%
GGHC
155
Gilder Gagnon Howe & Co
New York
$89K – – –
TRCT
156
Tower Research Capital (TRC)
New York
$75K +$67.7K +1,960 +925%
Simplex Trading
157
Simplex Trading
Illinois
$73K +$46.9K +1,360 +180%
CWS
158
Confluence Wealth Services
Pennsylvania
$62K +$62K +1,800 New
PA
159
PSI Advisors
Florida
$61K -$13.9K -400 -19%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$50K +$50K +1,432 New
FF
161
FourThought Financial
Florida
$43K – – –
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$41K – – –
CG
163
Cutler Group
California
$34K +$34K +1,000 New
PA
164
Parallel Advisors
California
$32K – – –
CFGS
165
Concourse Financial Group Securities
Alabama
$27K +$6.75K +192 +33%
KTC
166
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
Baillie Gifford & Co
167
Baillie Gifford & Co
United Kingdom
$19K – – –
UB
168
UMB Bank
Missouri
$19K +$19K +560 New
US Bancorp
169
US Bancorp
Minnesota
$14K -$5.92K -176 -30%
SWM
170
Sugarloaf Wealth Management
Georgia
$14K – – –
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$12K -$5.1K -148 -30%
CLOS
172
Compagnie Lombard Odier SCmA
Switzerland
$12K – – –
SCA
173
Snowden Capital Advisors
New York
$8K +$8K +248 New
TWA
174
TCI Wealth Advisors
Arizona
$5K – – –
SPIA
175
Steward Partners Investment Advisory
New York
$5K – – –
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7
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