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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.

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 %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$16.7M +$5.04M +73,335 +43%
Citadel Advisors
27
Citadel Advisors
Florida
$14.3M +$13.8M +200,560 +2,490%
CVA
28
Ceredex Value Advisors
Florida
$12.3M +$4.07M +59,225 +50%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$11.1M +$5.09M +73,986 +84%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$10.6M +$5.32M +77,437 +100%
WMSA
31
Weiss Multi-Strategy Advisers
New York
$10.3M +$1.57M +22,892 +18%
Principal Financial Group
32
Principal Financial Group
Iowa
$9.85M -$574K -8,345 -6%
QC
33
Quadrature Capital
United Kingdom
$9.78M +$9.78M +142,335 New
CCP
34
Clifford Capital Partners
Utah
$9.77M +$9.77M +142,095 New
Neuberger Berman Group
35
Neuberger Berman Group
New York
$9.76M -$91.5M -1,331,402 -90%
RA
36
Royce & Associates
New York
$9.72M -$38.7M -562,272 -80%
EA
37
Emerald Advisers
Pennsylvania
$9.49M -$1.43M -20,842 -13%
PCM
38
Penn Capital Management
Pennsylvania
$9.41M +$9.41M +136,373 New
Invesco
39
Invesco
Georgia
$7.72M -$418K -6,085 -5%
UBS AM
40
UBS AM
Illinois
$7.7M -$3.06M -44,504 -28%
EMFAT
41
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.68M -$1.3M -18,931 -14%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$6.68M +$6.42M +93,367 +2,437%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$6.6M +$5.83M +84,779 +756%
SI
44
Scout Investments
Missouri
$6.56M +$92.3K +1,356 +1%
Man Group
45
Man Group
United Kingdom
$6.38M -$283K -2,668 Closed
Goldman Sachs
46
Goldman Sachs
New York
$5.62M +$338K +4,920 +6%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$5.29M -$53.1K -772 -1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$5.28M +$2.81M +40,843 +114%
Legal & General Group
49
Legal & General Group
United Kingdom
$5.12M -$82.1K -1,195 -2%
CCPM
50
Cooper Creek Partners Management
New York
$5.05M +$5.05M +73,453 New
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