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Forward Air
FWRD

Overview Fund Activity

170 hedge funds and large institutions have $1.7B invested in Forward Air in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
28
Increased
71
Reduced
49
Closed
21
Calls
$808K
Puts
$337K
Net Calls
+$471K
Net Calls Change
+$471K

Top Buyers

1
Invesco
1
Invesco
Georgia
$90M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$26.7M
3
CCI
3
Columbus Circle Investors
$17.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$23.9M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$131M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
RA
4
Royce & Associates
New York
$126M
5
VVP
5
Vulcan Value Partners
Alabama
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$728K -$48.9K -900 -6%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$692K +$574K +10,581 +488%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$616K +$16.3K +300 +3%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$615K +$40K +736 +7%
UBS AM
105
UBS AM
Illinois
$614K +$27.2K +500 +5%
IPC
106
Independent Portfolio Consultants
Florida
$604K -$136K -2,500 -18%
LCM
107
Logan Capital Management
Pennsylvania
$589K -$7.65K -141 -1%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$569K – – –
Millennium Management
109
Millennium Management
New York
$566K +$322K +5,925 +132%
PCM
110
Piermont Capital Management
Missouri
$554K +$188K +3,470 +52%
AA
111
ALPS Advisors
Colorado
$523K +$523K +9,638 New
PA
112
Profund Advisors
Maryland
$521K +$223K +4,116 +75%
TI
113
Turner Investments
Pennsylvania
$513K -$686K -12,640 -57%
QSS
114
Quantitative Systematic Strategies
Florida
$499K +$499K +9,163 New
Truist Financial
115
Truist Financial
North Carolina
$489K -$26.6K -489 -5%
NIC
116
Northwest Investment Counselors
Oregon
$472K – – –
Bank of America
117
Bank of America
North Carolina
$468K -$806K -14,859 -63%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$464K – – –
CCMINC
119
Cardinal Capital Management Inc (North Carolina)
North Carolina
$463K +$79K +1,454 +21%
Two Sigma Advisers
120
Two Sigma Advisers
New York
$444K +$444K +8,179 New
OA
121
OFI Advisors
Pennsylvania
$428K +$40.4K +744 +10%
PI
122
PineBridge Investments
New York
$427K +$53.7K +989 +14%
AAM
123
Azzad Asset Management
Virginia
$412K +$19.8K +364 +5%
PAM
124
Paradigm Asset Management
New York
$405K -$10.9K -200 -3%
DCM
125
Dean Capital Management
Kansas
$393K +$393K +7,230 New
3 4
5
6 7