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 $1.18B invested in NV5 Global in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-15
Holders Change %
-6.58%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
27
Increased
80
Reduced
76
Closed
39
Calls
$2.32M
Puts
$1.46M
Net Calls
+$862K
Net Calls Change
+$16K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$10.2M
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$13.6M
3
GCM
3
Geneva Capital Management
Wisconsin
$46M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$95.2M
5
Axa
5
Axa
France
$3.74M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
DCM
2
Driehaus Capital Management
Illinois
$6.65M
3
CM
3
Castleark Management
Illinois
$0
4
SCM
4
Sandler Capital Management
New York
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
SignatureFD
Georgia
$1.35K +$312 +12 +30%
BIA
202
Bell Investment Advisors
California
$1.04K +$520 +20 +100%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$936 – – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$624 -$624 -24 -50%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$572 -$294 -11,320 -34%
LC
206
Lindbrook Capital
California
$416 -$520 -20 -56%
JWA
207
JFS Wealth Advisors
Pennsylvania
$416 – – –
ECM
208
Everence Capital Management
Indiana
$219 – – –
EI
209
Ellevest Inc
New York
$208 -$520 -20 -71%
SC
210
Schubert & Co
Texas
$208 -$416 -16 -67%
SIC
211
SJS Investment Consulting
Ohio
$104 -$104 -4 -50%
DI
212
Disciplined Investments
Oklahoma
$104 – – –
Lord, Abbett & Co
213
Lord, Abbett & Co
New Jersey
– -$11M -332,312 Closed
CM
214
Castleark Management
Illinois
– -$6.55M -197,896 Closed
SCM
215
Sandler Capital Management
New York
– -$6.04M -182,728 Closed
Calamos Advisors
216
Calamos Advisors
Illinois
– -$2.89M -87,436 Closed
BC
217
Brookfield Corp
Ontario, Canada
– -$1.94M -58,608 Closed
SGI
218
Summit Global Investments
Utah
– -$1.93M -58,364 Closed
EGI
219
EAM Global Investors
California
– -$1.75M -52,832 Closed
OAM
220
Oberweis Asset Management
Illinois
– -$1.56M -47,200 Closed
Federated Hermes
221
Federated Hermes
Pennsylvania
– -$1.54M -46,656 Closed
MAM
222
Morse Asset Management
Connecticut
– -$1.26M -38,088 Closed
EI
223
EAM Investors
California
– -$1.19M -35,976 Closed
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
– -$846K -25,560 Closed
ETC
225
Exchange Traded Concepts
Oklahoma
– -$646K -19,532 Closed
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