FWRD icon

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 %
Jane Street
151
Jane Street
New York
$502K +$178K +1,648 +55%
HF
152
HRT Financial
New York
$502K -$2.33M -21,685 -82%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$497K +$96.9K +895 +24%
NYLIM
154
New York Life Investment Management
New York
$485K +$485K +4,503 New
Walleye Trading
155
Walleye Trading
New York
$476K -$60.2K -559 -11%
SF
156
Synovus Financial
Georgia
$459K -$58.6K -544 -11%
PRC
157
Pearl River Capital
Michigan
$459K +$7.54K +70 +2%
PFO
158
Pathstone Family Office
New Jersey
$442K -$663K -6,137 -60%
ProShare Advisors
159
ProShare Advisors
Maryland
$434K -$22.5K -209 -5%
YIH
160
Y-Intercept (HK)
Hong Kong
$428K -$15.9K -148 -4%
HWAM
161
Hennion & Walsh Asset Management
New Jersey
$420K -$480K -4,459 -53%
Russell Investments Group
162
Russell Investments Group
United Kingdom
$413K – – –
AI
163
AdvisorShares Investments
Maryland
$411K -$4.53K -42 -1%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$405K +$53.8K +499 +15%
Amundi
165
Amundi
France
$384K +$384K +3,701 New
CIM
166
CIM Investment Management
Pennsylvania
$382K +$13.1K +122 +4%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$370K -$121K -1,118 -25%
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
$369K +$369K +3,426 New
VPIM
169
Vanguard Personalized Indexing Management
California
$364K +$364K +3,378 New
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$361K +$108 +1 +0%
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$358K – – –
SAG
172
SageView Advisory Group
California
$353K +$1.83K +17 +0.5%
RCM
173
Radnor Capital Management
Pennsylvania
$346K – – –
KeyBank National Association
174
KeyBank National Association
Ohio
$345K -$25.3K -235 -7%
HIIFS
175
Harel Insurance Investments & Financial Services
Israel
$342K +$176K +1,664 +106%
5 6
7
8 9