NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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212 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
77
Reduced
75
Closed
26
Calls
$692K
Puts
$1.23M
Net Calls
-$533K
Net Calls Change
-$207K

Top Buyers

1
RGC
1
Redwood Grove Capital
California
$12.6M
2
Swedbank
2
Swedbank
Sweden
$32.7M
3
BlackRock
3
BlackRock
New York
$212M
4
American Century Companies
4
American Century Companies
Missouri
$47.5M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$23.6M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
ECM
3
ExodusPoint Capital Management
New York
$0
4
KCM
4
Kennedy Capital Management
Missouri
$10.8M
5
Squarepoint
5
Squarepoint
New York
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$204K -$1.31K -56 -0.6%
CTC
152
Cetera Trust Company
Minnesota
$200K +$6.08K +260 +3%
FA
153
Financial Avengers
California
$159K – – –
LOIM
154
Liberty One Investment Management
Illinois
$152K -$10.3K -440 -6%
Osaic Holdings
155
Osaic Holdings
Arizona
$143K +$27.7K +1,184 +24%
AIP
156
Ameritas Investment Partners
Nebraska
$135K – – –
EIM
157
Essex Investment Management
Massachusetts
$131K – – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$125K +$7.67K +328 +7%
N
159
Natixis
France
$103K -$2.34K -100 -2%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$102K +$102K +4,356 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$93.8K +$3.55K +152 +4%
AAP
162
Arax Advisory Partners
Colorado
$84.5K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$83.5K +$5.05K +216 +6%
PCM
164
Penserra Capital Management
California
$67K +$3.63K +156 +6%
CA
165
Clearstead Advisors
Ohio
$65.4K – – –
KBC Group
166
KBC Group
Belgium
$63K +$19.8K +844 +46%
BTI
167
Blue Trust Inc
Georgia
$60.2K +$58.8K +2,528 +3,950%
BP
168
BNP Paribas
France
$32.7K +$32.7K +1,400 New
TRCT
169
Tower Research Capital (TRC)
New York
$24.3K -$323K -13,824 -93%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$17.3K -$561 -24 -3%
OC
171
Oarsman Capital
Wisconsin
$14.5K +$14.5K +620 New
PS
172
Principal Securities
Iowa
$14.4K -$654 -28 -4%
UB
173
UMB Bank
Missouri
$12.2K +$1.5K +64 +14%
TFIPS
174
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.3K – – –
ACM
175
Aster Capital Management
United Arab Emirates
$10.2K +$10.2K +436 New
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7
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