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Forward Air
FWRD

Overview Fund Activity

264 hedge funds and large institutions have $1.67B invested in Forward Air in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
92
Reduced
87
Closed
37
Calls
$16.7M
Puts
$49.5M
Net Calls
-$32.7M
Net Calls Change
+$9.35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$193M
2
Norges Bank
2
Norges Bank
Norway
$43.3M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$40.6M
4
ECM
4
ExodusPoint Capital Management
New York
$13.1M
5
Millennium Management
5
Millennium Management
New York
$28.9M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
AA
2
Ancora Advisors
Ohio
$7.96M
3
UBS Group
3
UBS Group
Switzerland
$6.39M
4
Ameriprise
4
Ameriprise
Minnesota
$9.69M
5
Bank of America
5
Bank of America
North Carolina
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$9.69M -$32.6M -519,170 -77%
Deutsche Bank
27
Deutsche Bank
Germany
$9.46M +$8.56M +136,077 +947%
CCP
28
Clifford Capital Partners
Utah
$9.09M +$158K +2,506 +2%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.88M -$129K -2,055 -1%
CSS
30
Cubist Systematic Strategies
Connecticut
$8.62M +$6.08M +96,657 +238%
Marshall Wace
31
Marshall Wace
United Kingdom
$8.44M +$8.44M +134,308 New
AA
32
Ancora Advisors
Ohio
$7.96M -$38.9M -619,032 -83%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$7.67M +$1.64M +26,016 +27%
RA
34
Royce & Associates
New York
$7.61M -$1.28M -20,316 -14%
Walleye Capital
35
Walleye Capital
New York
$7.53M +$6.28M +99,829 +501%
CVA
36
Ceredex Value Advisors
Florida
$7.53M -$3.68M -58,549 -33%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$7.25M +$1.14M +18,159 +19%
Invesco
38
Invesco
Georgia
$6.97M -$91.4K -1,453 -1%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$6.9M -$3.26M -51,858 -32%
Goldman Sachs
40
Goldman Sachs
New York
$6.85M +$1.71M +27,213 +33%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$6.76M +$2.79M +44,390 +70%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$6.63M +$6.63M +105,501 New
EA
43
Emerald Advisers
Pennsylvania
$6.5M -$2.18M -34,627 -25%
UBS Group
44
UBS Group
Switzerland
$6.39M -$36.6M -581,965 -85%
SI
45
Scout Investments
Missouri
$5.96M -$93.9K -1,493 -2%
Citadel Advisors
46
Citadel Advisors
Florida
$5.59M -$7.52M -119,657 -57%
Man Group
47
Man Group
United Kingdom
$5.48M +$5.48M +87,241 New
Barclays
48
Barclays
United Kingdom
$5.45M +$4.55M +72,381 +503%
Two Sigma Investments
49
Two Sigma Investments
New York
$5.36M +$4.07M +64,779 +317%
AA
50
AQR Arbitrage
Connecticut
$5.25M +$5.25M +83,536 New
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