NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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219 hedge funds and large institutions have $937M invested in NV5 Global in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 25 closing their positions.

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
33
Increased
89
Reduced
70
Closed
25
Calls
$28K
Puts
$659K
Net Calls
-$631K
Net Calls Change
-$98K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$28.5M
2
BlackRock
2
BlackRock
New York
$178M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$5.21M
4
Swedbank
4
Swedbank
Sweden
$30.8M
5
BCA
5
Bernzott Capital Advisors
California
$3.72M

Top Sellers

1
CM
1
Cercano Management
Washington
$74M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.22M
3
EA
3
Emerald Advisers
Pennsylvania
$13.2M
4
ORI
4
Oak Ridge Investments
Illinois
$1.54M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
201
Global Retirement Partners
California
$2.77K -$320 -17 -10%
SPIA
202
Steward Partners Investment Advisory
New York
$2.71K – – –
BBHC
203
Brown Brothers Harriman & Co
New York
$2.71K – – –
PWMG
204
Private Wealth Management Group
New Jersey
$1.64K +$207 +11 +14%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$1.28K – – –
CFGS
206
Concourse Financial Group Securities
Alabama
$1.25K +$342 +18 +38%
C
207
Covestor
United Kingdom
$1K +$448 +13 +81%
PWA
208
Physician Wealth Advisors
Utah
$773 +$773 +41 New
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$678 – – –
HI
210
Harbour Investments
Wisconsin
$603 +$603 +32 New
GI
211
GAMMA Investing
California
$565 -$6.06K -322 -91%
FFA
212
Frazier Financial Advisors
Ohio
$528 – – –
TAM
213
Tucker Asset Management
Colorado
$509 +$509 +27 New
IA
214
IFP Advisors
Florida
$358 – – –
RIL
215
Rothschild Investment LLC
Illinois
$283 -$472 -25 -63%
SS
216
SBI Securities
Japan
$226 +$226 +12 New
LFG
217
Larson Financial Group
Missouri
$75 – – –
GFPC
218
Global Financial Private Client
Florida
$19 +$19 +1 New
Renaissance Technologies
219
Renaissance Technologies
New York
– -$3.84M -164,340 Closed
Polen Capital Management
220
Polen Capital Management
Florida
– -$3.81M -163,232 Closed
WG
221
Winton Group
United Kingdom
– -$600K -25,680 Closed
TPI
222
Trust Point Inc
Wisconsin
– -$594K -25,420 Closed
YIH
223
Y-Intercept (HK)
Hong Kong
– -$492K -21,068 Closed
MM
224
MQS Management
New York
– -$415K -17,772 Closed
NS
225
NBC Securities
Alabama
– -$348K -14,920 Closed
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