NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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212 hedge funds and large institutions have $1.27B invested in NV5 Global in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
27
Increased
79
Reduced
66
Closed
18
Calls
$2.56M
Puts
$2.79M
Net Calls
-$224K
Net Calls Change
-$3.74M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$17M
2
GCM
2
Geneva Capital Management
Wisconsin
$43.2M
3
BlackRock
3
BlackRock
New York
$256M
4
ORI
4
Oak Ridge Investments
Illinois
$4.47M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$104M

Top Sellers

1
ACM
1
Ashford Capital Management
Delaware
$21.8M
2
Invesco
2
Invesco
Georgia
$30.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$79.6M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$47.5M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
201
Schubert & Co
Texas
$1K +$286 +8 +40%
LC
202
Lindbrook Capital
California
$1K +$667 +24 +200%
EI
203
Ellevest Inc
New York
$1K +$1K +28 New
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +32 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$1K +$750 +36 +300%
SWA
206
Sutton Wealth Advisors
Florida
$743 – – –
TI
207
Trexquant Investment
Connecticut
– -$1.6M -54,708 Closed
TPWM
208
Twelve Points Wealth Management
Massachusetts
– -$1.34M -45,844 Closed
Squarepoint
209
Squarepoint
New York
– -$1.05M -35,884 Closed
Two Sigma Investments
210
Two Sigma Investments
New York
– -$619K -21,200 Closed
MSRPS
211
Maryland State Retirement & Pension System
Maryland
– -$566K -19,400 Closed
GCM
212
Graham Capital Management
Connecticut
– -$514K -17,644 Closed
HCC
213
Hirtle Callaghan & Co
Pennsylvania
– -$397K -13,608 Closed
GC
214
Guggenheim Capital
Illinois
– -$267K -9,156 Closed
H6H
215
Hightower 6M Holding
Kansas
– -$240K -8,220 Closed
HighTower Advisors
216
HighTower Advisors
Illinois
– -$218K -7,516 Closed
ACM
217
Alta Capital Management
Utah
– -$219K -7,512 Closed
PHK
218
Point72 Hong Kong
Hong Kong
– -$38K -1,288 Closed
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
– -$23K -784 Closed
SWM
220
Sugarloaf Wealth Management
Georgia
– -$12K -400 Closed
ACM
221
Aquatic Capital Management
Illinois
– -$12K -400 Closed
CP
222
Castleview Partners
Texas
– -$8.09K -212 Closed
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
– -$3K -112 Closed
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