NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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213 hedge funds and large institutions have $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$10.2M
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$13.6M
3
GCM
3
Geneva Capital Management
Wisconsin
$46M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.2M
5
Axa
5
Axa
France
$3.74M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$6.65M
3
CM
3
Castleark Management
Illinois
$0
4
SCM
4
Sandler Capital Management
New York
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
176
Covestor
United Kingdom
$54K +$6.89K +264 +15%
TRCT
177
Tower Research Capital (TRC)
New York
$49K +$31K +1,204 +172%
Point72 Asset Management
178
Point72 Asset Management
Connecticut
$31.4K +$31.4K +1,208 New
GWM
179
Geneos Wealth Management
Colorado
$29.1K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$24.4K +$21.6K +832 +770%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$22K -$42.8K -1,612 -66%
CFGS
182
Concourse Financial Group Securities
Alabama
$20.1K -$1.98K -76 -9%
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$18.6K – – –
KM
184
Kalos Management
Georgia
$18.3K +$18.3K +704 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$14.8K -$26.9K -1,036 -65%
AS
186
Altshuler Shaham
Israel
$13.7K -$728 -28 -5%
OIS
187
Okabena Investment Services
Minnesota
$12.8K – – –
ASN
188
Advisory Services Network
Georgia
$12.7K +$1.56K +60 +14%
PCM
189
Penserra Capital Management
California
$12K +$5.61K +228 +88%
PA
190
Parallel Advisors
California
$12K -$1.46K -56 -11%
CLOS
191
Compagnie Lombard Odier SCmA
Switzerland
$8.84K – – –
Citadel Advisors
192
Citadel Advisors
Florida
$7.59K -$443K -17,060 -98%
TWA
193
TCI Wealth Advisors
Arizona
$7.49K +$3.85K +148 +106%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$5.3K +$5.3K +204 New
KFI
195
Key Financial Inc
Pennsylvania
$5.2K – – –
PA
196
PSI Advisors
Florida
$4.16K – – –
SPIA
197
Steward Partners Investment Advisory
New York
$3.74K – – –
QCG
198
Quadrant Capital Group
Ohio
$2.91K -$3.43K -132 -54%
BWM
199
BerganKDV Wealth Management
Minnesota
$2.81K +$2.81K +108 New
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$1.46K +$624 +24 +75%
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8
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