NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

Back to rankings

199 hedge funds and large institutions have $1.28B invested in NV5 Global in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-14
Holders Change %
-6.57%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
75
Reduced
72
Closed
39
Calls
$1.86M
Puts
$33K
Net Calls
+$1.83M
Net Calls Change
+$966K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$20.2M
2
Swedbank
2
Swedbank
Sweden
$18.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.39M
4
KCM
4
Kennedy Capital Management
Missouri
$17.4M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$16.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$5.86M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$58.3M
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$293K
5
PM
5
Pembroke Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
Evermay Wealth Management
Virginia
$22.2K +$22.2K +800 New
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$19.8K – – –
OIS
178
Okabena Investment Services
Minnesota
$13.6K – – –
PA
179
Parallel Advisors
California
$12.7K – – –
QCG
180
Quadrant Capital Group
Ohio
$10.9K +$7.75K +280 +250%
CLOS
181
Compagnie Lombard Odier SCmA
Switzerland
$9.42K – – –
KFI
182
Key Financial Inc
Pennsylvania
$5.54K – – –
PA
183
PSI Advisors
Florida
$4.43K – – –
BCM
184
Blume Capital Management
California
$4.43K +$4.43K +160 New
SPIA
185
Steward Partners Investment Advisory
New York
$3.99K – – –
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$3.77K -$22.3K -804 -86%
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$2.88K +$1.33K +48 +86%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1.55K +$886 +32 +133%
S
189
SignatureFD
Georgia
$1.22K -$221 -8 -15%
Bessemer Group
190
Bessemer Group
New Jersey
$1K +$1K +52 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$997 – – –
BIA
192
Bell Investment Advisors
California
$554 -$554 -20 -50%
JWA
193
JFS Wealth Advisors
Pennsylvania
$333 -$111 -4 -25%
AF
194
Allworth Financial
California
$333 +$333 +12 New
AWM
195
Abound Wealth Management
Tennessee
$333 +$333 +12 New
DI
196
Disciplined Investments
Oklahoma
$222 +$111 +4 +100%
SIC
197
SJS Investment Consulting
Ohio
$222 +$111 +4 +100%
AF
198
Advisornet Financial
Minnesota
$111 +$111 +4 New
DCM
199
Driehaus Capital Management
Illinois
– -$6.65M -255,912 Closed
PM
200
Pembroke Management
Quebec, Canada
– -$3.56M -136,832 Closed
6 7
8
9 10