NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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194 hedge funds and large institutions have $1.12B invested in NV5 Global in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 25 closing their positions.

Holders
194
Holders Change
-5
Holders Change %
-2.51%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
65
Reduced
76
Closed
25
Calls
$837K
Puts
$472K
Net Calls
+$365K
Net Calls Change
-$1.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
American Century Companies
2
American Century Companies
Missouri
$32.7M
3
Bank of America
3
Bank of America
North Carolina
$3.33M
4
EA
4
Emerald Advisers
Pennsylvania
$28.9M
5
FAM
5
Fred Alger Management
New York
$3.63M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.5M
2
Wells Fargo
2
Wells Fargo
California
$1.78M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.15M
4
RIM
4
Reliant Investment Management
Tennessee
$0
5
BlackRock
5
BlackRock
New York
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$203M 2,106,014 -26,582 -1%
CM
2
Cercano Management
Washington
$119M 1,239,832 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.1M 915,186 +2,162 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.1M 499,353 +5,371 +1%
Morgan Stanley
5
Morgan Stanley
New York
$47.5M 493,301 +378,353 +329%
State Street
6
State Street
Massachusetts
$44.9M 466,906 +8,965 +2%
GCM
7
Geneva Capital Management
Wisconsin
$42.7M 443,806 +2,551 +0.6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$34.5M 358,691 -167,251 -32%
American Century Companies
9
American Century Companies
Missouri
$32.7M 339,651 +157,256 +86%
EA
10
Emerald Advisers
Pennsylvania
$28.9M 299,994 +28,439 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.8M 278,457 +10,627 +4%
NPIC
12
Neumeier Poma Investment Counsel
California
$24.6M 255,266 +6,605 +3%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.5M 244,686 +19,153 +8%
Swedbank
14
Swedbank
Sweden
$16.4M 170,000 +5,000 +3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$15.9M 165,673 -15,023 -8%
KCM
16
Kennedy Capital Management
Missouri
$15.8M 164,394 +7,664 +5%
ACM
17
Ashford Capital Management
Delaware
$15.7M 163,084 -4,150 -2%
Northern Trust
18
Northern Trust
Illinois
$15.2M 158,132 +127 +0.1%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$14.7M 152,468 +813 +0.5%
GPGA
20
Grandeur Peak Global Advisors
Utah
$14.5M 150,294 -2,639 -2%
KCM
21
Kornitzer Capital Management
Kansas
$14M 145,330 – –
SCA
22
Summit Creek Advisors
Minnesota
$13.8M 142,942 +514 +0.4%
Charles Schwab
23
Charles Schwab
California
$12.7M 132,139 +11,391 +9%
NSCM
24
New South Capital Management
Tennessee
$12.7M 131,716 -1,102 -0.8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.4M 107,682 -2,274 -2%
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