NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $1.19B invested in NV5 Global in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
65
Reduced
73
Closed
20
Calls
$1.42M
Puts
$88K
Net Calls
+$1.33M
Net Calls Change
+$1.14M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$42.3M
2
TCM
2
Tributary Capital Management
Nebraska
$16.9M
3
American Century Companies
3
American Century Companies
Missouri
$38.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53.3M
5
Swedbank
5
Swedbank
Sweden
$19.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$390K
4
SST
4
S Squared Technology
New York
$0
5
BlackRock
5
BlackRock
New York
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Abound Wealth Management
Tennessee
$295 – – –
AWM
202
Avior Wealth Management
Nebraska
$294 +$294 +12 New
ACM
203
Anfield Capital Management
California
$294 +$294 +12 New
ECM
204
Everence Capital Management
Indiana
$207 – – –
SIC
205
SJS Investment Consulting
Ohio
$197 – – –
SST
206
S Squared Technology
New York
– -$4.45M -160,228 Closed
ACA
207
Anchor Capital Advisors
Massachusetts
– -$2.64M -94,976 Closed
SBF
208
Sara-Bay Financial
Florida
– -$2.4M -86,544 Closed
RG
209
Renaissance Group
Kentucky
– -$1.58M -56,792 Closed
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
– -$1.32M -47,464 Closed
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
– -$1.09M -39,164 Closed
AWM
212
AE Wealth Management
Kansas
– -$911K -33,888 Closed
Fiera Capital (Canada)
213
Fiera Capital (Canada)
Quebec, Canada
– -$791K -28,480 Closed
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
– -$428K -15,424 Closed
NYLIM
215
New York Life Investment Management
New York
– -$372K -13,384 Closed
Corient Private Wealth
216
Corient Private Wealth
Florida
– -$229K -8,248 Closed
Pictet Asset Management
217
Pictet Asset Management
Switzerland
– -$219K -7,900 Closed
CL
218
CIM LLC
New York
– -$206K -7,548 Closed
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
– -$206K -7,404 Closed
CLOS
220
Compagnie Lombard Odier SCmA
Switzerland
– -$9.45K -340 Closed
IA
221
IFP Advisors
Florida
– -$4.67K -168 Closed
ASN
222
Advisory Services Network
Georgia
– -$1.67K -60 Closed
LC
223
Lindbrook Capital
California
– -$1.22K -44 Closed
BF
224
BOK Financial
Oklahoma
– -$555 -20 Closed
AF
225
Advisornet Financial
Minnesota
– -$111 -4 Closed
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