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Forward Air
FWRD

Overview Fund Activity

251 hedge funds and large institutions have $1.76B invested in Forward Air in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+6
Holders Change %
+2.45%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
58
Increased
78
Reduced
89
Closed
51
Calls
$7.82M
Puts
$49.9M
Net Calls
-$42.1M
Net Calls Change
-$35.2M

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$51.3M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$49.9M
3
UBS Group
3
UBS Group
Switzerland
$47M
4
Morgan Stanley
4
Morgan Stanley
New York
$83.4M
5
Bank of America
5
Bank of America
North Carolina
$36.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.92M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$9.76M
4
Victory Capital Management
4
Victory Capital Management
Texas
$4.08M
5
RA
5
Royce & Associates
New York
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$138 -$1.1K -16 -89%
TWP
252
TFO Wealth Partners
Ohio
$106 – – –
ACH
253
ArrowMark Colorado Holdings
Colorado
– -$102M -960,571 Closed
VVP
254
Vulcan Value Partners
Alabama
– -$28.4M -267,300 Closed
TCM
255
Tributary Capital Management
Nebraska
– -$16.7M -157,433 Closed
CIM
256
Confluence Investment Management
Missouri
– -$5.25M -49,467 Closed
ACA
257
Aptus Capital Advisors
Alabama
– -$4.61M -43,462 Closed
Hudson Bay Capital Management
258
Hudson Bay Capital Management
Connecticut
– -$3.63M -34,212 Closed
MHI
259
Miller Howard Investments
New York
– -$3.47M -32,749 Closed
CCG
260
Chatham Capital Group
Georgia
– -$3.05M -28,767 Closed
CI
261
Cambiar Investors
Colorado
– -$2.28M -21,445 Closed
FNBOO
262
First National Bank of Omaha
Nebraska
– -$1.97M -18,591 Closed
RG
263
Renaissance Group
Kentucky
– -$1.89M -17,793 Closed
Renaissance Technologies
264
Renaissance Technologies
New York
– -$1.88M -17,739 Closed
AA
265
ALPS Advisors
Colorado
– -$1.55M -14,567 Closed
M&T Bank
266
M&T Bank
New York
– -$1.35M -12,730 Closed
Tudor Investment Corp
267
Tudor Investment Corp
Connecticut
– -$1.09M -10,232 Closed
VIA
268
Vident Investment Advisory
Georgia
– -$1.03M -9,679 Closed
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
– -$907K -8,545 Closed
E
270
Ergoteles
New York
– -$760K -7,158 Closed
AAM
271
Azzad Asset Management
Virginia
– -$645K -6,076 Closed
WHG
272
Westwood Holdings Group
Texas
– -$554K -5,224 Closed
MFS
273
Mirabella Financial Services
United Kingdom
– -$552K -5,199 Closed
P
274
Pitcairn
Pennsylvania
– -$500K -4,708 Closed
HWAM
275
Hennion & Walsh Asset Management
New Jersey
– -$393K -3,708 Closed
9 10
11
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