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Forward Air
FWRD

Overview Fund Activity

168 hedge funds and large institutions have $1.42B invested in Forward Air in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
58
Reduced
62
Closed
19
Calls
$352K
Puts
–
Net Calls
+$352K
Net Calls Change
+$44K

Top Buyers

1
BlackRock
1
BlackRock
New York
$181M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$17.9M
4
Millennium Management
4
Millennium Management
New York
$4.43M
5
TCM
5
Tributary Capital Management
Nebraska
$15.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$28.1M
2
RA
2
Royce & Associates
New York
$69.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.56M
4
Invesco
4
Invesco
Georgia
$75.8M
5
ACM
5
Atlanta Capital Management
Georgia
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
101
AJO LP
Pennsylvania
$576K – – –
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$570K +$49.2K +1,032 +9%
BFM
103
Boothbay Fund Management
New York
$530K +$84.7K +1,780 +19%
SBH
104
Segall Bryant & Hamill
Illinois
$504K +$504K +10,590 New
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$497K -$42.8K -900 -8%
SCM
106
Stevens Capital Management
Pennsylvania
$483K +$483K +10,145 New
GC
107
Guggenheim Capital
Illinois
$436K -$55.6K -1,172 -11%
RCM
108
Radnor Capital Management
Pennsylvania
$433K – – –
SGI
109
Summit Global Investments
Utah
$404K – – –
FMT
110
First Mercantile Trust
Tennessee
$396K -$27.6K -580 -7%
ONB
111
Old National Bancorp
Indiana
$363K -$2.9K -61 -0.8%
AG
112
Aperio Group
California
$340K -$17.6K -371 -5%
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$336K – – –
MSA
114
Mason Street Advisors
Wisconsin
$336K +$19K +399 +6%
MERSOM
115
Municipal Employees' Retirement System of Michigan
Michigan
$332K +$5.24K +110 +2%
IR
116
Invictus RG
Bermuda
$331K +$331K +6,964 New
UBS Group
117
UBS Group
Switzerland
$320K -$137K -2,875 -30%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$317K -$25.4K -533 -7%
UBS AM
119
UBS AM
Illinois
$300K – – –
LA
120
Lucus Advisors
New York
$288K +$288K +6,064 New
RFCA
121
R&F Capital Advisors
New York
$279K +$279K +5,857 New
CAM
122
Capstone Asset Management
Texas
$276K -$50.4K -1,060 -15%
PA
123
Profund Advisors
Maryland
$264K -$61.6K -1,297 -19%
JG
124
Jefferies Group
New York
$240K +$240K +5,042 New
DBT
125
Dubuque Bank & Trust
Iowa
$238K +$238K +5,013 New
3 4
5
6 7