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 $1.13B invested in NV5 Global in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
76
Reduced
60
Closed
24
Calls
$966K
Puts
$1.29M
Net Calls
-$326K
Net Calls Change
-$1.65M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$25.6M
2
American Century Companies
2
American Century Companies
Missouri
$42.5M
3
Squarepoint
3
Squarepoint
New York
$5.59M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$19.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.1K
3
FAM
3
Fred Alger Management
New York
$0
4
NTCM
4
Nine Ten Capital Management
Illinois
$13.1M
5
FNBOO
5
First National Bank of Omaha
Nebraska
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Smartleaf Asset Management
Massachusetts
$744 +$744 +32 New
FFA
202
Frazier Financial Advisors
Ohio
$651 – – –
S
203
SignatureFD
Georgia
$558 – – –
EWA
204
EverSource Wealth Advisors
Alabama
$516 – – –
BIA
205
Bell Investment Advisors
California
$465 -$930 -40 -67%
RIL
206
Rothschild Investment LLC
Illinois
$465 +$465 +20 New
JWA
207
JFS Wealth Advisors
Pennsylvania
$372 – – –
AWM
208
Abound Wealth Management
Tennessee
$279 – – –
A
209
AlphaQuest
New York
$186 -$837 -36 -82%
SIC
210
SJS Investment Consulting
Ohio
$186 – – –
LFG
211
Larson Financial Group
Missouri
$93 +$93 +4 New
FAM
212
Fred Alger Management
New York
– -$3.45M -140,768 Closed
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
– -$1.61M -65,380 Closed
EP
214
Edgestream Partners
New Jersey
– -$1.2M -48,984 Closed
LCM
215
Landscape Capital Management
New Jersey
– -$824K -33,648 Closed
AIG
216
American International Group
New York
– -$730K -29,784 Closed
N
217
Numerai
California
– -$655K -26,736 Closed
State Board of Administration of Florida Retirement System
218
State Board of Administration of Florida Retirement System
Florida
– -$427K -16,420 Closed
Voloridge Investment Management
219
Voloridge Investment Management
Florida
– -$370K -15,120 Closed
MM
220
MQS Management
New York
– -$314K -12,804 Closed
ProShare Advisors
221
ProShare Advisors
Maryland
– -$272K -11,112 Closed
DTL
222
Dynamic Technology Lab
Singapore
– -$227K -9,244 Closed
MOACM
223
Mutual of America Capital Management
New York
– -$215K -8,764 Closed
ECM
224
Everence Capital Management
Indiana
– -$207 -8,440 Closed
MLICM
225
Metropolitan Life Insurance Company (MetLife)
New York
– -$72.1K -2,944 Closed
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