NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.19B invested in NV5 Global in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
65
Reduced
73
Closed
20
Calls
$1.42M
Puts
$88K
Net Calls
+$1.33M
Net Calls Change
+$1.14M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$42.3M
2
TCM
2
Tributary Capital Management
Nebraska
$16.9M
3
American Century Companies
3
American Century Companies
Missouri
$38.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.3M
5
Swedbank
5
Swedbank
Sweden
$19.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$390K
4
SST
4
S Squared Technology
New York
$0
5
BlackRock
5
BlackRock
New York
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$9.8K -$4.8K -196 -33%
PA
177
Parallel Advisors
California
$9.8K – – –
MSG
178
Main Street Group
Virginia
$6.33K – – –
PTC
179
Private Trust Company
Ohio
$5.98K +$1.37K +56 +30%
QL
180
Quarry LP
New York
$5.1K +$5.1K +208 New
BCM
181
Blume Capital Management
California
$3.92K – – –
PA
182
PSI Advisors
Florida
$3.92K – – –
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$3.72K – – –
SWS
184
SYSTM Wealth Solutions
Illinois
$3.53K – – –
SPIA
185
Steward Partners Investment Advisory
New York
$3.53K – – –
FFC
186
First Financial Corp
Indiana
$2.35K +$2.35K +96 New
NMM
187
Naples Money Management
Florida
$1.86K – – –
BIA
188
Bell Investment Advisors
California
$1.47K – – –
BCMLT
189
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18K +$1.18K +48 New
CFGS
190
Concourse Financial Group Securities
Alabama
$1.08K -$21K -856 -95%
A
191
AlphaQuest
New York
$1.08K +$1.08K +44 New
Bessemer Group
192
Bessemer Group
New Jersey
$1K – – –
GI
193
GAMMA Investing
California
$980 -$294 -12 -23%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$882 – – –
FFA
195
Frazier Financial Advisors
Ohio
$687 +$687 +28 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$589 – – –
S
197
SignatureFD
Georgia
$588 – – –
FFA
198
Farther Finance Advisors
California
$480 – – –
EWA
199
EverSource Wealth Advisors
Alabama
$466 – – –
JWA
200
JFS Wealth Advisors
Pennsylvania
$393 -$98 -4 -20%
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8
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