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Forward Air

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

34% less capital invested

Capital invested by funds: $2.68B → $1.76B (-$921M)

84% less call options, than puts

Call options by funds: $7.82M | Put options by funds: $49.9M

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.82M
Puts
$49.9M
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$49.6M
3 +$41.8M
4
Morgan Stanley
Morgan Stanley
New York
+$29.5M
5
Bank of America
Bank of America
North Carolina
+$28.1M

Top Sellers

1 -$107M
2 -$102M
3 -$91.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$46.7M
5
RA
Royce & Associates
New York
-$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$4.96M
52
$4.92M
53
$4.67M
54
$4.34M
55
$4.34M
56
$4.18M
57
$4.08M
58
$3.91M
59
$3.87M
60
$3.6M
61
$3.45M
62
$3.4M
63
$3.3M
64
$3.02M
65
$2.82M
66
$2.79M
67
$2.79M
68
$2.65M
69
$2.63M
70
$2.49M
71
$2.43M
72
$2.39M
73
$2.38M
74
$2.18M
75
$2.14M