NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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204 hedge funds and large institutions have $1.42B invested in NV5 Global in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
64
Reduced
72
Closed
21
Calls
$189K
Puts
–
Net Calls
+$189K
Net Calls Change
-$176K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$24.6M
3
NTCM
3
Nine Ten Capital Management
Illinois
$17.9M
4
TCM
4
Tributary Capital Management
Nebraska
$13.9M
5
BlackRock
5
BlackRock
New York
$246M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
ACM
5
Ashford Capital Management
Delaware
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
201
SJS Investment Consulting
Ohio
$223 2 – –
AF
202
Advisornet Financial
Minnesota
$111 1 -1 -50%
Wellington Management Group
203
Wellington Management Group
Massachusetts
– – -31,109 Closed
MHP
204
Manatuck Hill Partners
Connecticut
– – -30,000 Closed
Mawer Investment Management
205
Mawer Investment Management
Alberta, Canada
– – -15,249 Closed
HF
206
HRT Financial
New York
– – -10,894 Closed
OQS
207
Occudo Quantitative Strategies
Florida
– – -9,093 Closed
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
– – -7,873 Closed
State of New Jersey Common Pension Fund D
209
State of New Jersey Common Pension Fund D
New Jersey
– – -5,723 Closed
JF
210
Jump Financial
Illinois
– – -5,058 Closed
CCIA
211
Campbell & Co Investment Adviser
Maryland
– – -4,993 Closed
SG Americas Securities
212
SG Americas Securities
New York
– – -4,888 Closed
PTC
213
Petrus Trust Company
Texas
– – -4,267 Closed
XT
214
XTX Topco
Cayman Islands
– – -2,699 Closed
GCM
215
Graham Capital Management
Connecticut
– – -2,115 Closed
Creative Planning
216
Creative Planning
Kansas
– – -179 Closed
CAL
217
Capital Analysts LLC
Pennsylvania
– – -150 Closed
OA
218
Operose Advisors
Wisconsin
– – -150 Closed
OIS
219
Okabena Investment Services
Minnesota
– – -123 Closed
HNB
220
Huntington National Bank
Ohio
– – -100 Closed
Allspring Global Investments
221
Allspring Global Investments
North Carolina
– – -90 Closed
KFI
222
Key Financial Inc
Pennsylvania
– – -50 Closed
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
– – -26 Closed
Simplex Trading
224
Simplex Trading
Illinois
– – – –
TFGT
225
TS Financial Group (TSFG)
Illinois
$0 4 – –
6 7 8
9
10