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Forward Air
FWRD

Overview Fund Activity

196 hedge funds and large institutions have $1.53B invested in Forward Air in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
87
Closed
31
Calls
$2.9M
Puts
$447K
Net Calls
+$2.45M
Net Calls Change
+$3.19M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
$104M
3
AA
Ancora Advisors
Ohio
$29M
4
Man Group
Man Group
United Kingdom
$13.6M
5
IECM
Intrinsic Edge Capital Management
Illinois
$6.72M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$12.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
$162M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$68M
4
RA
Royce & Associates
New York
$34.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$33K – – –
ASN
177
Advisory Services Network
Georgia
$30K +$30K +522 New
EI
178
Ellevest Inc
New York
$19K -$20.3K -361 -52%
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
SWA
180
Sutton Wealth Advisors
Florida
$11.2K – – –
AF
181
Allworth Financial
California
$10K – – –
LWM
182
Liberty Wealth Management
California
$10K +$56 +1 +0.6%
IA
183
IFP Advisors
Florida
$9K -$1.32K -22 -13%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$6K +$6K +113 New
PFS
185
Prospera Financial Services
Texas
$5K +$5K +95 New
PA
186
Parallel Advisors
California
$4K -$1.51K -26 -27%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GAM
188
Gemmer Asset Management
California
$3K – – –
TFO
189
Tarbox Family Office
California
$3K – – –
Millennium Management
190
Millennium Management
New York
$2.36K -$4.16K -72,538 -64%
SL
191
Savior LLC
Massachusetts
$2K – – –
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +40 New
APA
193
American Portfolios Advisors
New York
$1.66K – – –
BCA
194
Berman Capital Advisors
Georgia
$1K -$917 -22 -48%
CAW
195
Cornerstone Advisors (Washington)
Washington
$1K – – –
LC
196
Lindbrook Capital
California
$1K +$1K +10 New
Assenagon Asset Management
197
Assenagon Asset Management
Luxembourg
– -$4.64M -93,056 Closed
Bessemer Group
198
Bessemer Group
New Jersey
– -$2.96M -59,500 Closed
ECM
199
ExodusPoint Capital Management
New York
– -$2.09M -41,973 Closed
EGM
200
Engineers Gate Manager
New York
– -$2.07M -41,527 Closed
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