NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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153 hedge funds and large institutions have $945M invested in NV5 Global in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
15
Increased
64
Reduced
47
Closed
12
Calls
$3.28M
Puts
$2.49M
Net Calls
+$785K
Net Calls Change
-$328K

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$26.5M
2
CA
2
CastleArk Alternatives
Illinois
$8.65M
3
SCA
3
Summit Creek Advisors
Minnesota
$22.1M
4
State Street
4
State Street
Massachusetts
$27.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.31M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$44.1M
2
NSCM
2
New South Capital Management
Tennessee
$39.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.48M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
Bank of America
5
Bank of America
North Carolina
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97M 984,003 +5,702 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.8M 627,236 -8,263 -1%
NPIC
3
Neumeier Poma Investment Counsel
California
$60.9M 618,313 -14,364 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$48.1M 487,479 +7,867 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44.8M 454,592 +4,770 +1%
American Century Companies
6
American Century Companies
Missouri
$44.1M 447,127 -59,807 -12%
NSCM
7
New South Capital Management
Tennessee
$39.4M 400,115 -48,083 -11%
ACM
8
Ashford Capital Management
Delaware
$39M 396,015 +4,550 +1%
Invesco
9
Invesco
Georgia
$30.7M 311,276 +10,730 +4%
State Street
10
State Street
Massachusetts
$27.5M 279,108 +16,635 +6%
Wells Fargo
11
Wells Fargo
California
$27.4M 277,629 -31,032 -10%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$26.5M 268,772 +202,948 +308%
EA
13
Emerald Advisers
Pennsylvania
$25M 253,577 +9,344 +4%
SCA
14
Summit Creek Advisors
Minnesota
$22.1M 223,930 +35,349 +19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.6M 219,500 +3,741 +2%
KCM
16
Kornitzer Capital Management
Kansas
$19.6M 199,325 -4,000 -2%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.4M 186,568 – –
DCM
18
Driehaus Capital Management
Illinois
$16.2M 164,498 +15,399 +10%
Northern Trust
19
Northern Trust
Illinois
$14.6M 148,543 -231 -0.2%
KCM
20
Kennedy Capital Management
Missouri
$14.6M 148,245 +8,886 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14.1M 142,575 -16,987 -11%
SC
22
Skylands Capital
Wisconsin
$9.56M 96,955 -9,610 -9%
Charles Schwab
23
Charles Schwab
California
$9.36M 94,919 -2,060 -2%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.32M 94,500 – –
Morgan Stanley
25
Morgan Stanley
New York
$9.31M 94,433 +16,395 +21%
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