NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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228 hedge funds and large institutions have $1.47B invested in NV5 Global in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
29
Increased
66
Reduced
91
Closed
11
Calls
$1.83M
Puts
$979K
Net Calls
+$846K
Net Calls Change
+$1.07M

Top Buyers

1
CI
Cooper Investors
Australia
$5.25M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.1M
3
PM
Pembroke Management
Quebec, Canada
$4.89M
4
SCM
Sandler Capital Management
New York
$6.04M
5
Vanguard Group
Vanguard Group
Pennsylvania
$115M

Top Sellers

1
NPIC
Neumeier Poma Investment Counsel
California
$42M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$81.2M
3
Citadel Advisors
Citadel Advisors
Florida
$574K
4
KCM
Kennedy Capital Management
Missouri
$11.7M
5
KCM
Kornitzer Capital Management
Kansas
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Penserra Capital Management
California
$8K – – –
KFI
202
Key Financial Inc
Pennsylvania
$6.19K – – –
PA
203
PSI Advisors
Florida
$5.29K – – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.14K -32 -19%
SPIA
205
Steward Partners Investment Advisory
New York
$4.76K – – –
TWA
206
TCI Wealth Advisors
Arizona
$4.63K – – –
WPA
207
West Paces Advisors
Georgia
$4.5K – – –
Bessemer Group
208
Bessemer Group
New Jersey
$4K – – –
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$3.57K +$1.19K +36 +50%
IA
210
IFP Advisors
Florida
$3K -$1.5K -52 -33%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$3K +$3K +100 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$1.59K – – –
S
213
SignatureFD
Georgia
$1.32K – – –
LC
214
Lindbrook Capital
California
$1.19K – – –
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.19K +$132 +4 +13%
NA
216
NewEdge Advisors
Louisiana
$1.06K +$1.06K +32 New
TFGT
217
TS Financial Group (TSFG)
Illinois
$1K – – –
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +32 New
EI
219
Ellevest Inc
New York
$926 – – –
SC
220
Schubert & Co
Texas
$794 -$132 -4 -14%
BIA
221
Bell Investment Advisors
California
$662 – – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$529 – – –
GRP
223
Global Retirement Partners
California
$397 – – –
ECM
224
Everence Capital Management
Indiana
$279 – – –
SIC
225
SJS Investment Consulting
Ohio
$265 +$133 +4 +100%
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