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 $1.13B invested in NV5 Global in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
76
Reduced
60
Closed
24
Calls
$966K
Puts
$1.29M
Net Calls
-$326K
Net Calls Change
-$1.65M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$25.6M
2
American Century Companies
2
American Century Companies
Missouri
$42.5M
3
Squarepoint
3
Squarepoint
New York
$5.59M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$19.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.1K
3
FAM
3
Fred Alger Management
New York
$0
4
NTCM
4
Nine Ten Capital Management
Illinois
$13.1M
5
FNBOO
5
First National Bank of Omaha
Nebraska
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
Evermay Wealth Management
Virginia
$18.6K – – –
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$17.8K +$1.21K +52 +7%
PD
178
Point72 (DIFC)
United Arab Emirates
$17.7K +$17.7K +764 New
NS
179
NBC Securities
Alabama
$16K – – –
PS
180
Principal Securities
Iowa
$15K -$1.4K -60 -9%
UB
181
UMB Bank
Missouri
$10.7K -$186 -8 -2%
TFIPS
182
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.2K – – –
QL
183
Quarry LP
New York
$8.18K +$3.35K +144 +69%
PTC
184
Private Trust Company
Ohio
$6.42K +$744 +32 +13%
MSG
185
Main Street Group
Virginia
$5.99K – – –
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$4.18K +$651 +28 +18%
BCM
187
Blume Capital Management
California
$3.72K – – –
PA
188
PSI Advisors
Florida
$3.72K – – –
GRP
189
Global Retirement Partners
California
$3.63K +$3.63K +156 New
QCG
190
Quadrant Capital Group
Ohio
$3.44K -$5.86K -252 -63%
GI
191
GAMMA Investing
California
$3.44K +$2.51K +108 +270%
SPIA
192
Steward Partners Investment Advisory
New York
$3.35K – – –
Simplex Trading
193
Simplex Trading
Illinois
$2K -$7K -420 -78%
PWMG
194
Private Wealth Management Group
New Jersey
$1.77K +$1.77K +76 New
NMM
195
Naples Money Management
Florida
$1.72K – – –
BTI
196
Blue Trust Inc
Georgia
$1.57K +$1.57K +64 New
TFA
197
Toth Financial Advisory
Virginia
$1.21K +$1.21K +52 New
BCMLT
198
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.12K – – –
CFGS
199
Concourse Financial Group Securities
Alabama
$1.02K – – –
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$837 – – –
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