NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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201 hedge funds and large institutions have $1.34B invested in NV5 Global in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+13
Holders Change %
+6.91%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
29
Increased
59
Reduced
83
Closed
15
Calls
$5.46M
Puts
$3.19M
Net Calls
+$2.28M
Net Calls Change
+$1.42M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$6.96M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.59M
4
AI
4
Axiom Investors
Connecticut
$7.55M
5
EA
5
Emerald Advisers
Pennsylvania
$35.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$37.1M
2
Wells Fargo
2
Wells Fargo
California
$21.2M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$31.8M
4
CP
4
Castleview Partners
Texas
$35K
5
NPIC
5
Neumeier Poma Investment Counsel
California
$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$24K -$23.2K -704 -49%
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
UB
178
UMB Bank
Missouri
$19K – – –
Baillie Gifford & Co
179
Baillie Gifford & Co
United Kingdom
$18K – – –
IA
180
IFP Advisors
Florida
$17K +$17K +140 New
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$14K +$2.72K +84 +24%
SWM
182
Sugarloaf Wealth Management
Georgia
$13K – – –
CLOS
183
Compagnie Lombard Odier SCmA
Switzerland
$11K – – –
PFS
184
Prospera Financial Services
Texas
$8K +$8K +240 New
Simplex Trading
185
Simplex Trading
Illinois
$7K -$62.9K -1,904 -90%
KFI
186
Key Financial Inc
Pennsylvania
$7K +$7K +200 New
TWA
187
TCI Wealth Advisors
Arizona
$5K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$5K – – –
Bessemer Group
189
Bessemer Group
New Jersey
$5K +$5K +164 New
WPA
190
West Paces Advisors
Georgia
$4.53K – – –
QCG
191
Quadrant Capital Group
Ohio
$1K – – –
TFGT
192
TS Financial Group (TSFG)
Illinois
$1K – – –
MCC
193
Money Concepts Capital
Florida
$1K +$1K +16 New
MAM
194
Meeder Asset Management
Ohio
$1K +$1K +16 New
SWA
195
Sutton Wealth Advisors
Florida
$800 +$400 +12 +100%
PCM
196
Prelude Capital Management
New York
– -$1.57M -45,588 Closed
VF
197
Virtu Financial
New York
– -$436K -12,624 Closed
MGIA
198
Moneta Group Investment Advisors
Missouri
– -$383K -11,092 Closed
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
– -$275K -7,984 Closed
Brown Advisory
200
Brown Advisory
Maryland
– -$240K -6,956 Closed
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