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Forward Air
FWRD

Overview Fund Activity

257 hedge funds and large institutions have $2.8B invested in Forward Air in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-18
Holders Change %
-6.55%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
81
Reduced
107
Closed
46
Calls
$291K
Puts
$442K
Net Calls
-$151K
Net Calls Change
-$299K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$83.6M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$164M
4
CVA
4
Ceredex Value Advisors
Florida
$12.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$18.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$438M
2
RA
2
Royce & Associates
New York
$81.6M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$106M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
JGC
5
J. Goldman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
126
Gotham Asset Management
New York
$992K +$14.4K +134 +1%
WG
127
Winton Group
United Kingdom
$990K +$181K +1,681 +22%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$919K -$33.1K -307 -3%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$892K – – –
ASRS
130
Arizona State Retirement System
Arizona
$830K +$13.8K +128 +2%
CAM
131
ClariVest Asset Management
California
$824K -$829K -7,702 -50%
LPL Financial
132
LPL Financial
California
$792K -$19.5K -181 -2%
Boston Partners
133
Boston Partners
Massachusetts
$769K -$124K -1,150 -14%
GCP
134
GSA Capital Partners
United Kingdom
$734K +$734K +6,807 New
Tudor Investment Corp
135
Tudor Investment Corp
Connecticut
$703K +$703K +6,527 New
AAM
136
Azzad Asset Management
Virginia
$642K -$84.3K -782 -12%
Cerity Partners
137
Cerity Partners
New York
$641K +$641K +116 New
E
138
Ergoteles
New York
$609K -$1.24M -11,465 -67%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$600K -$46.2K -429 -7%
AQR Capital Management
140
AQR Capital Management
Connecticut
$599K -$97K -900 -14%
MOACM
141
Mutual of America Capital Management
New York
$590K -$10.6K -98 -2%
LS
142
Livforsakringsbolaget Skandia
Sweden
$570K – – –
TI
143
Tidal Investments
Wisconsin
$547K +$547K +5,072 New
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$542K – – –
VRS
145
Virginia Retirement Systems
Virginia
$528K +$528K +4,900 New
CGH
146
Crossmark Global Holdings
Texas
$526K +$19.4K +180 +4%
P
147
Pitcairn
Pennsylvania
$525K -$40.4K -375 -7%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$510K – – –
US Bancorp
149
US Bancorp
Minnesota
$506K -$39K -362 -7%
HW
150
Hancock Whitney
Mississippi
$503K +$503K +4,674 New
4 5
6
7 8