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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.

New
Increased
Maintained
Reduced
Closed
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 %
First Trust Advisors
101
First Trust Advisors
Illinois
$1.2M -$2.87M -41,723 -71%
COPPSERS
102
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.18M -$836K -12,164 -41%
GCP
103
GSA Capital Partners
United Kingdom
$1.16M +$718K +10,440 +162%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$1.1M -$74.2K -1,081 -6%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$1.09M -$32.7K -475 -3%
NIC
106
Northwest Investment Counselors
Oregon
$1.08M -$35K -509 -3%
EP
107
Edgestream Partners
New Jersey
$1.05M -$119K -1,732 -10%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$1.02M +$1.02M +14,834 New
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$1.01M +$108K +1,573 +12%
Barclays
110
Barclays
United Kingdom
$990K -$12.9K -187 -1%
Deutsche Bank
111
Deutsche Bank
Germany
$988K +$127K +1,850 +15%
AIG
112
American International Group
New York
$985K +$20.2K +294 +2%
SGI
113
Summit Global Investments
Utah
$975K +$975K +14,190 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$971K +$245K +3,567 +34%
ECM
115
ExodusPoint Capital Management
New York
$966K +$735K +10,696 +318%
SEI Investments
116
SEI Investments
Pennsylvania
$940K -$307K -4,473 -25%
MIM
117
MetLife Investment Management
New Jersey
$934K – – –
YCM
118
Yousif Capital Management
Michigan
$919K -$66.6K -969 -7%
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$900K -$34.4K -500 -4%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$890K +$169K +2,459 +23%
LCM
121
Logan Capital Management
Pennsylvania
$869K – – –
SO
122
STRS Ohio
Ohio
$866K +$818K +11,900 +1,700%
MPEM
123
Marathon Partners Equity Management
New York
$859K +$859K +12,500 New
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$841K +$841K +12,241 New
Allspring Global Investments
125
Allspring Global Investments
North Carolina
$833K -$376K -5,465 -31%
3 4
5
6 7