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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 %
DFCM
151
Dark Forest Capital Management
Puerto Rico
$502K -$239K -3,479 -32%
QT
152
Quantamental Technologies
New York
$499K +$499K +7,258 New
LPL Financial
153
LPL Financial
California
$488K -$21.1K -307 -4%
SCA
154
Snowden Capital Advisors
New York
$483K +$483K +7,031 New
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$479K +$17.3K +251 +4%
DTL
156
Dynamic Technology Lab
Singapore
$469K +$469K +6,830 New
MAM
157
Martingale Asset Management
Massachusetts
$447K -$957K -13,924 -68%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$429K +$104K +1,510 +32%
ACM
159
Aquatic Capital Management
Illinois
$412K +$288K +4,200 +233%
EGM
160
Engineers Gate Manager
New York
$394K +$394K +5,738 New
MPM
161
Meritage Portfolio Management
Kansas
$374K +$121K +1,767 +48%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$349K -$71.6K -1,042 -17%
CGH
163
Crossmark Global Holdings
Texas
$338K +$8.01K +110 +2%
HW
164
Hancock Whitney
Mississippi
$337K +$5.22K +76 +2%
TI
165
Tidal Investments
Wisconsin
$326K -$12K -174 -4%
SF
166
Synovus Financial
Georgia
$312K +$35K +509 +13%
MOACM
167
Mutual of America Capital Management
New York
$310K -$39K -567 -11%
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
$308K -$1.42M -20,706 -82%
II
169
Inspire Investing
Idaho
$308K +$101K +1,471 +49%
PFM
170
Premier Fund Managers
United Kingdom
$306K -$602K -8,883 -66%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$299K +$40.4K +588 +16%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$290K -$36.6K -533 -11%
ProShare Advisors
173
ProShare Advisors
Maryland
$285K -$7.36K -107 -3%
PFO
174
Pathstone Family Office
New Jersey
$277K +$5.36K +78 +2%
ET
175
Equitable Trust
Tennessee
$270K +$270K +3,929 New
5 6
7
8 9