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 $1.27B invested in NV5 Global in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
27
Increased
79
Reduced
66
Closed
18
Calls
$2.56M
Puts
$2.79M
Net Calls
-$224K
Net Calls Change
-$3.74M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17M
2
GCM
Geneva Capital Management
Wisconsin
$43.2M
3
BlackRock
BlackRock
New York
$256M
4
ORI
Oak Ridge Investments
Illinois
$4.47M
5
Vanguard Group
Vanguard Group
Pennsylvania
$104M

Top Sellers

1
ACM
Ashford Capital Management
Delaware
$21.8M
2
Invesco
Invesco
Georgia
$30.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$79.6M
4
NPIC
Neumeier Poma Investment Counsel
California
$47.5M
5
GPGA
Grandeur Peak Global Advisors
Utah
$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
176
FourThought Financial
Florida
$38K – – –
GWM
177
Geneos Wealth Management
Colorado
$34K +$34K +1,120 New
CFGS
178
Concourse Financial Group Securities
Alabama
$31K +$1.72K +56 +6%
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
Baillie Gifford & Co
180
Baillie Gifford & Co
United Kingdom
$19K – – –
IA
181
IFP Advisors
Florida
$17K +$1.74K +16 +11%
PA
182
Parallel Advisors
California
$16K -$11.9K -384 -43%
CLOS
183
Compagnie Lombard Odier SCmA
Switzerland
$11K – – –
UB
184
UMB Bank
Missouri
$10K -$6.87K -228 -41%
PCM
185
Penserra Capital Management
California
$8K -$1.85K -60 -19%
KFI
186
Key Financial Inc
Pennsylvania
$6K – – –
MAM
187
Meeder Asset Management
Ohio
$6K +$612 +20 +11%
Simplex Trading
188
Simplex Trading
Illinois
$6K +$6K +200 New
PA
189
PSI Advisors
Florida
$5K – – –
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +172 New
WPA
191
West Paces Advisors
Georgia
$4.21K – – –
Bessemer Group
192
Bessemer Group
New Jersey
$4K -$970 -32 -20%
TWA
193
TCI Wealth Advisors
Arizona
$4K – – –
SPIA
194
Steward Partners Investment Advisory
New York
$4K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$2K – – –
ACM
196
Absolute Capital Management
Pennsylvania
$1.46K +$1.46K +48 New
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$1.38K +$137 +4,316 +11%
S
198
SignatureFD
Georgia
$1K – – –
QCG
199
Quadrant Capital Group
Ohio
$1K – – –
BIA
200
Bell Investment Advisors
California
$1K – – –
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