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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 %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$804K – – –
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$793K -$358K -5,215 -31%
AB
128
Amalgamated Bank
New York
$790K -$28.4K -413 -3%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$744K +$208K +3,032 +39%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$724K -$1.63M -23,740 -69%
Creative Planning
131
Creative Planning
Kansas
$700K -$31.8K -462 -4%
AI
132
Atom Investors
Texas
$693K +$693K +10,080 New
NSEDCP
133
NJ State Employees Deferred Compensation Plan
New Jersey
$687K – – –
VAM
134
Vazirani Asset Management
New York
$687K +$687K +10,000 New
GAM
135
Gotham Asset Management
New York
$665K +$215K +3,125 +48%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$660K – – –
PWC
137
PYA Waltman Capital
Tennessee
$658K – – –
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$651K -$44.6K -649 -6%
Jane Street
139
Jane Street
New York
$647K -$910K -13,244 -58%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$602K – – –
Aviva
141
Aviva
United Kingdom
$598K -$366K -5,327 -38%
Wells Fargo
142
Wells Fargo
California
$595K -$1.56M -22,762 -72%
GCM
143
Graham Capital Management
Connecticut
$586K +$586K +8,524 New
Capstone Investment Advisors
144
Capstone Investment Advisors
New York
$585K +$429K +6,234 +274%
YIH
145
Y-Intercept (HK)
Hong Kong
$580K +$580K +8,437 New
AG
146
Algert Global
California
$558K +$558K +8,120 New
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$528K -$27.5K -400 -5%
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$513K -$4.06K -59 -0.8%
ASRS
149
Arizona State Retirement System
Arizona
$508K +$4.12K +60 +0.8%
TCM
150
Teza Capital Management
Illinois
$506K +$506K +7,354 New
4 5
6
7 8