NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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194 hedge funds and large institutions have $1.12B invested in NV5 Global in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 25 closing their positions.

Holders
194
Holders Change
-5
Holders Change %
-2.51%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
65
Reduced
76
Closed
25
Calls
$837K
Puts
$472K
Net Calls
+$365K
Net Calls Change
-$1.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
American Century Companies
2
American Century Companies
Missouri
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$3.33M
4
EA
4
Emerald Advisers
Pennsylvania
$28.9M
5
FAM
5
Fred Alger Management
New York
$3.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.5M
2
Wells Fargo
2
Wells Fargo
California
$1.78M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.15M
4
RIM
4
Reliant Investment Management
Tennessee
$0
5
BlackRock
5
BlackRock
New York
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Clearstead Advisors
Ohio
$135K +$67.4K +2,800 +100%
AIP
152
Ameritas Investment Partners
Nebraska
$130K +$25.9K +1,076 +25%
N
153
Natixis
France
$118K -$481 -20 -0.4%
AAP
154
Arax Advisory Partners
Colorado
$96.8K – – –
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$78.6K +$6.45K +268 +9%
QT
156
Quantbot Technologies
New York
$68.1K +$68.1K +2,832 New
KBC Group
157
KBC Group
Belgium
$44K -$51.4K -2,160 -54%
PCM
158
Penserra Capital Management
California
$43K -$50.7K -2,136 -54%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$41.9K +$7.89K +328 +23%
SSG
160
Summit Securities Group
New York
$38K -$57K -2,400 -60%
TRCT
161
Tower Research Capital (TRC)
New York
$37.2K -$133K -5,520 -78%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$27K +$577 +24 +2%
CFGS
163
Concourse Financial Group Securities
Alabama
$20.1K – – –
EWM
164
Evermay Wealth Management
Virginia
$19.2K – – –
US Bancorp
165
US Bancorp
Minnesota
$18.4K -$7.51K -312 -29%
Creative Planning
166
Creative Planning
Kansas
$17.2K +$17.2K +716 New
QCG
167
Quadrant Capital Group
Ohio
$16.6K +$7.12K +296 +76%
NS
168
NBC Securities
Alabama
$16K +$16K +696 New
OA
169
Operose Advisors
Wisconsin
$14.4K +$14.4K +600 New
CAL
170
Capital Analysts LLC
Pennsylvania
$14K +$14K +600 New
OIS
171
Okabena Investment Services
Minnesota
$11.8K – – –
PA
172
Parallel Advisors
California
$11.1K – – –
HNB
173
Huntington National Bank
Ohio
$9.62K +$9.62K +400 New
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$8.66K -$450K -18,688 -98%
CLOS
175
Compagnie Lombard Odier SCmA
Switzerland
$8.18K – – –
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