NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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228 hedge funds and large institutions have $1.47B invested in NV5 Global in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
29
Increased
66
Reduced
91
Closed
11
Calls
$1.83M
Puts
$979K
Net Calls
+$846K
Net Calls Change
+$1.07M

Top Buyers

1
CI
Cooper Investors
Australia
$5.25M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.1M
3
PM
Pembroke Management
Quebec, Canada
$4.89M
4
SCM
Sandler Capital Management
New York
$6.04M
5
Vanguard Group
Vanguard Group
Pennsylvania
$115M

Top Sellers

1
NPIC
Neumeier Poma Investment Counsel
California
$42M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$81.2M
3
Citadel Advisors
Citadel Advisors
Florida
$574K
4
KCM
Kennedy Capital Management
Missouri
$11.7M
5
KCM
Kornitzer Capital Management
Kansas
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$178K -$49K -1,480 -22%
SOW
177
State of Wyoming
Wyoming
$153K +$7.41K +224 +5%
QT
178
Quantbot Technologies
New York
$152K -$166K -5,016 -52%
AIP
179
Ameritas Investment Partners
Nebraska
$148K +$8.49K +248 +6%
AAP
180
Arax Advisory Partners
Colorado
$133K – – –
KBC Group
181
KBC Group
Belgium
$133K – – –
VIA
182
Virtus Investment Advisers
Connecticut
$120K – – –
ST
183
Sageworth Trust
Pennsylvania
$112K – – –
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$110K +$8.07K +244 +8%
VI
185
Vestcor Inc
New Brunswick, Canada
$102K – – –
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$81K – – –
Dimensional Fund Advisors
187
Dimensional Fund Advisors
Texas
$61.1K -$300 -9,056 -0.5%
C
188
Covestor
United Kingdom
$60K +$59.7K +1,796 +22,450%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$53.1K +$926 +28 +2%
GWM
190
Geneos Wealth Management
Colorado
$37.1K – – –
CFGS
191
Concourse Financial Group Securities
Alabama
$28.1K -$5.29K -160 -16%
KTC
192
Kistler-Tiffany Companies
Pennsylvania
$23.7K – – –
TRCT
193
Tower Research Capital (TRC)
New York
$23K -$303K -9,228 -93%
AS
194
Altshuler Shaham
Israel
$18.4K +$18.4K +556 New
PA
195
Parallel Advisors
California
$17.1K – – –
OIS
196
Okabena Investment Services
Minnesota
$16.3K -$110K -3,324 -87%
ASN
197
Advisory Services Network
Georgia
$14.2K +$14.2K +428 New
CLOS
198
Compagnie Lombard Odier SCmA
Switzerland
$11K – – –
SWA
199
Sutton Wealth Advisors
Florida
$9.79K +$9K +272 +1,133%
QCG
200
Quadrant Capital Group
Ohio
$8.07K +$7.15K +216 +771%
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