NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.42B invested in NV5 Global in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
64
Reduced
72
Closed
21
Calls
$189K
Puts
–
Net Calls
+$189K
Net Calls Change
-$176K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$24.6M
3
NTCM
3
Nine Ten Capital Management
Illinois
$17.9M
4
TCM
4
Tributary Capital Management
Nebraska
$13.9M
5
BlackRock
5
BlackRock
New York
$246M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
ACM
5
Ashford Capital Management
Delaware
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$206K 1,851 -233 -11%
CL
152
CIM LLC
New York
$206K 1,887 +1,887 New
LOIM
153
Liberty One Investment Management
Illinois
$197K 1,773 -61 -3%
FA
154
Financial Avengers
California
$194K 1,750 – –
US Bancorp
155
US Bancorp
Minnesota
$184K 1,659 +1,468 +769%
ACM
156
Aquatic Capital Management
Illinois
$167K 1,500 -100 -6%
AIP
157
Ameritas Investment Partners
Nebraska
$160K 1,440 +89 +7%
EIM
158
Essex Investment Management
Massachusetts
$156K 1,400 – –
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$133K 1,198 -2,343 -66%
N
160
Natixis
France
$130K 1,169 -55 -4%
AAP
161
Arax Advisory Partners
Colorado
$112K 1,006 – –
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$90.8K 817 – –
CA
163
Clearstead Advisors
Ohio
$77.8K 700 -700 -50%
KBC Group
164
KBC Group
Belgium
$51K 462 – –
PCM
165
Penserra Capital Management
California
$49K 447 -6 -1%
SSG
166
Summit Securities Group
New York
$44K 400 – –
FHA
167
First Horizon Advisors
Tennessee
$36K 324 +324 New
QT
168
Quantbot Technologies
New York
$32K 288 -420 -59%
CFGS
169
Concourse Financial Group Securities
Alabama
$25K 225 +16 +8%
EWM
170
Evermay Wealth Management
Virginia
$22.2K 200 – –
PS
171
Principal Securities
Iowa
$21.9K 197 +197 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$19K 171 -110 -39%
NS
173
NBC Securities
Alabama
$19K 174 – –
QCG
174
Quadrant Capital Group
Ohio
$16.6K 149 -23 -13%
TFIPS
175
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.2K 110 +110 New
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