NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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205 hedge funds and large institutions have $1.19B invested in NV5 Global in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
26
Increased
73
Reduced
71
Closed
17
Calls
$5.38M
Puts
$1.87M
Net Calls
+$3.51M
Net Calls Change
+$1.24M

Top Buyers

1
GCM
1
Geneva Capital Management
Wisconsin
$32.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$95M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.6M
4
Invesco
4
Invesco
Georgia
$36.5M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$9.18M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$1.28M
2
Norges Bank
2
Norges Bank
Norway
$0
3
GPGA
3
Grandeur Peak Global Advisors
Utah
$9.94M
4
AI
4
Axiom Investors
Connecticut
$3.38M
5
Wells Fargo
5
Wells Fargo
California
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$16K – – –
SWM
177
Sugarloaf Wealth Management
Georgia
$12K – – –
ACM
178
Aquatic Capital Management
Illinois
$12K +$12K +400 New
CG
179
Cutler Group
California
$11K -$16.5K -600 -60%
CLOS
180
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
PCM
181
Penserra Capital Management
California
$9K +$9K +320 New
CP
182
Castleview Partners
Texas
$8.09K -$32.3K -848 -80%
KFI
183
Key Financial Inc
Pennsylvania
$6K – – –
PA
184
PSI Advisors
Florida
$5K -$50K -1,600 -91%
Bessemer Group
185
Bessemer Group
New Jersey
$5K – – –
MAM
186
Meeder Asset Management
Ohio
$5K +$4.55K +160 +1,000%
TWA
187
TCI Wealth Advisors
Arizona
$4K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$4K – – –
WPA
189
West Paces Advisors
Georgia
$3.97K – – –
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$3K +$3K +112 New
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$2K +$2K +72 New
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$1.13K +$36 +1,256 +3%
QCG
193
Quadrant Capital Group
Ohio
$1K – – –
SC
194
Schubert & Co
Texas
$1K +$800 +16 +400%
BIA
195
Bell Investment Advisors
California
$1K +$1K +20 New
S
196
SignatureFD
Georgia
$1K +$1K +40 New
SWA
197
Sutton Wealth Advisors
Florida
$700 – – –
Norges Bank
198
Norges Bank
Norway
– -$3.41M -102,400 Closed
RJFSA
199
Raymond James Financial Services Advisors
Florida
– -$1.48M -44,336 Closed
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
– -$1.47M -44,068 Closed
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