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Forward Air
FWRD

Overview Fund Activity

257 hedge funds and large institutions have $2.8B invested in Forward Air in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-18
Holders Change %
-6.55%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
81
Reduced
107
Closed
46
Calls
$291K
Puts
$442K
Net Calls
-$151K
Net Calls Change
-$299K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$123M
2
Ameriprise
Ameriprise
Minnesota
$83.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$164M
4
CVA
Ceredex Value Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$18.8M

Top Sellers

1
BlackRock
BlackRock
New York
$438M
2
RA
Royce & Associates
New York
$81.6M
3
ClearBridge Investments
ClearBridge Investments
New York
$106M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
JGC
J. Goldman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
SJS Investment Consulting
Ohio
$755 -$216 -2 -22%
DI
252
Disciplined Investments
Oklahoma
$647 – – –
AAS
253
Ameritas Advisory Services
Nebraska
$552 +$552 +5 New
AF
254
Advisornet Financial
Minnesota
$539 -$216 -2 -29%
ECM
255
Everence Capital Management
Indiana
$492 -$125 -1,160 -20%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$243 +$7 +64 +3%
TWP
257
TFO Wealth Partners
Ohio
$108 -$210K -1,948 -100%
SVCP
258
Silicon Valley Capital Partners
California
$41 -$40 – –
Assenagon Asset Management
259
Assenagon Asset Management
Luxembourg
– -$8.43M -80,324 Closed
JGC
260
J. Goldman & Co
New York
– -$6.98M -66,526 Closed
CSS
261
Cubist Systematic Strategies
Connecticut
– -$5.06M -48,247 Closed
Los Angeles Capital Management
262
Los Angeles Capital Management
California
– -$3.38M -32,261 Closed
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
– -$2.93M -27,962 Closed
D.E. Shaw & Co
264
D.E. Shaw & Co
New York
– -$2.92M -27,822 Closed
ECM
265
ExodusPoint Capital Management
New York
– -$1.58M -15,089 Closed
GCM
266
Graham Capital Management
Connecticut
– -$1.2M -11,467 Closed
TI
267
Trexquant Investment
Connecticut
– -$1.1M -10,487 Closed
HSBC Holdings
268
HSBC Holdings
United Kingdom
– -$1.06M -10,085 Closed
AA
269
Ancora Advisors
Ohio
– -$1.04M -9,900 Closed
OAM
270
Oberweis Asset Management
Illinois
– -$1.03M -9,800 Closed
AWM
271
AE Wealth Management
Kansas
– -$977K -9,315 Closed
Squarepoint
272
Squarepoint
New York
– -$960K -9,156 Closed
QC
273
Quadrature Capital
United Kingdom
– -$772K -7,357 Closed
ACM
274
Aquatic Capital Management
Illinois
– -$756K -7,200 Closed
EGM
275
Engineers Gate Manager
New York
– -$706K -6,732 Closed
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