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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.

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

Top Sellers

1
BlackRock
1
BlackRock
New York
$438M
2
RA
2
Royce & Associates
New York
$81.6M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$106M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
JGC
5
J. Goldman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.6M – – –
Principal Financial Group
27
Principal Financial Group
Iowa
$17.8M -$497K -4,614 -3%
TCM
28
Tributary Capital Management
Nebraska
$17.3M -$3.11M -28,898 -15%
UBS AM
29
UBS AM
Illinois
$16.9M +$49.7K +461 +0.3%
CCMLC
30
Cardinal Capital Management LLC (Connecticut)
Connecticut
$15.8M -$5.18M -48,071 -25%
Bank of America
31
Bank of America
North Carolina
$14.9M +$341K +3,165 +2%
FWIA
32
Fort Washington Investment Advisors
Ohio
$13.6M +$2.67M +24,786 +24%
CVA
33
Ceredex Value Advisors
Florida
$12.8M +$12.8M +118,800 New
DCM
34
Driehaus Capital Management
Illinois
$12.5M -$5.13M -47,648 -29%
Invesco
35
Invesco
Georgia
$11.5M -$184K -1,711 -2%
SI
36
Scout Investments
Missouri
$10.5M -$119K -1,106 -1%
CS
37
Credit Suisse
Switzerland
$10.5M +$1.09M +10,098 +12%
RRAM
38
River Road Asset Management
Kentucky
$10.2M +$10.2M +94,545 New
WMSA
39
Weiss Multi-Strategy Advisers
New York
$9.95M -$6.09M -56,497 -38%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$8.69M +$527K +4,892 +6%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$8.61M +$416K +3,863 +5%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.36M -$62.6K -581 -0.7%
Goldman Sachs
43
Goldman Sachs
New York
$8.22M -$1.09M -10,152 -12%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$7.98M +$236K +2,193 +3%
ACM
45
American Capital Management
New York
$6.92M -$33.6K -312 -0.5%
MGWM
46
Marks Group Wealth Management
Minnesota
$6.85M +$41.3K +383 +0.6%
First Trust Advisors
47
First Trust Advisors
Illinois
$6.77M -$445K -4,126 -6%
ROC
48
Running Oak Capital
Minnesota
$6.76M -$94.4K -876 -1%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$6.41M -$96K -891 -1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.19M -$797K -7,400 -11%
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