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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 %
HIM
276
Hillsdale Investment Management
Ontario, Canada
– -$692K -6,600 Closed
TC
277
TwinBeech Capital
New York
– -$597K -5,695 Closed
Truist Financial
278
Truist Financial
North Carolina
– -$593K -5,651 Closed
CCIA
279
Campbell & Co Investment Adviser
Maryland
– -$533K -5,077 Closed
XT
280
XTX Topco
Cayman Islands
– -$355K -3,387 Closed
FC
281
FORA Capital
Florida
– -$291K -2,772 Closed
JF
282
Jump Financial
Illinois
– -$283K -2,700 Closed
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
– -$256K -2,445 Closed
QT
284
Quantbot Technologies
New York
– -$253K -2,411 Closed
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
– -$248K -2,360 Closed
BFM
286
Boothbay Fund Management
New York
– -$246K -2,345 Closed
Voloridge Investment Management
287
Voloridge Investment Management
Florida
– -$229K -2,185 Closed
HighTower Advisors
288
HighTower Advisors
Illinois
– -$225K -2,121 Closed
PMEF
289
Point72 Middle East FZE
United Arab Emirates
– -$166K -1,578 Closed
OWA
290
One Wealth Advisors
California
– -$147K -1,400 Closed
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
– -$68K -653 Closed
Acadian Asset Management
292
Acadian Asset Management
Massachusetts
– -$53K -510 Closed
NA
293
NewEdge Advisors
Louisiana
– -$47.1K -449 Closed
QL
294
Quarry LP
New York
– -$43.1K -411 Closed
SWA
295
Sutton Wealth Advisors
Florida
– -$21K -200 Closed
CAS
296
Coppell Advisory Solutions
Texas
– -$20.3K -194 Closed
CASC
297
Coppell Advisory Solutions Corp
Texas
– -$20.3K -194 Closed
CS
298
Comerica Securities
Michigan
– -$20K -191 Closed
RFS
299
Retirement Financial Solutions
Tennessee
– -$10.5K -100 Closed
BFEC
300
Benjamin F. Edwards & Company
Missouri
– -$5K -46 Closed
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