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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 %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
– -$367K -3,463 Closed
VPIM
277
Vanguard Personalized Indexing Management
California
– -$327K -3,081 Closed
CG
278
Caprock Group
Idaho
– -$304K -2,869 Closed
PRC
279
Pearl River Capital
Michigan
– -$300K -2,828 Closed
KeyBank National Association
280
KeyBank National Association
Ohio
– -$300K -2,825 Closed
WG
281
Winton Group
United Kingdom
– -$290K -2,735 Closed
Mariner
282
Mariner
Kansas
– -$269K -2,537 Closed
Stifel Financial
283
Stifel Financial
Missouri
– -$269K -2,536 Closed
OSAM
284
O'Shaughnessy Asset Management
Connecticut
– -$259K -2,441 Closed
Squarepoint
285
Squarepoint
New York
– -$250K -2,356 Closed
Commonwealth Equity Services
286
Commonwealth Equity Services
Massachusetts
– -$241K -2,271 Closed
HighTower Advisors
287
HighTower Advisors
Illinois
– -$232K -2,212 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
288
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$223K -2,106 Closed
State of Wisconsin Investment Board
289
State of Wisconsin Investment Board
Wisconsin
– -$219K -2,063 Closed
SI
290
Stephens Inc
Arkansas
– -$218K -2,059 Closed
GT
291
Glenmede Trust
Pennsylvania
– -$214K -1,990 Closed
Corient Private Wealth
292
Corient Private Wealth
Florida
– -$204K -1,925 Closed
MM
293
MQS Management
New York
– -$200K -1,886 Closed
Lazard Asset Management
294
Lazard Asset Management
New York
– -$77K -733 Closed
ETC
295
Exchange Traded Concepts
Oklahoma
– -$50.3K -474 Closed
CFGS
296
Concourse Financial Group Securities
Alabama
– -$33.4K -315 Closed
PI
297
PineBridge Investments
New York
– -$22.2K -209 Closed
PTC
298
Private Trust Company
Ohio
– -$5.73K -54 Closed
HCP
299
Hexagon Capital Partners
Arkansas
– -$1.27K -12 Closed
MCM
300
Manchester Capital Management
Vermont
– -$955 -9 Closed
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12
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