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Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
176
Meritage Portfolio Management
Kansas
$333K +$14.5K +142 +5%
GCM
177
Graham Capital Management
Connecticut
$331K +$280K +2,738 New
BPC
178
Banque Pictet & Cie
Switzerland
$330K +$279K +2,728 New
PA
179
Profund Advisors
Maryland
$300K -$14.9K -146 -6%
SPIA
180
Steward Partners Investment Advisory
New York
$300K +$251K +2,457 +11,168%
Balyasny Asset Management
181
Balyasny Asset Management
Illinois
$292K +$247K +2,415 New
CGH
182
Crossmark Global Holdings
Texas
$282K -$250K -2,440 -51%
GCP
183
GSA Capital Partners
United Kingdom
$272K +$230K +2,247 New
JG
184
Jefferies Group
New York
$259K +$219K +2,142 New
AIP
185
Ameritas Investment Partners
Nebraska
$252K – – –
AIM
186
Anchor Investment Management
South Carolina
$251K -$5.22K -51 -2%
GT
187
Glenmede Trust
Pennsylvania
$241K -$115K -1,126 -36%
CFCI
188
Comprehensive Financial Consultants Institutional
Indiana
$227K +$225K +2,201 New
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$225K +$190K +1,857 New
SCM
190
Shelton Capital Management
Colorado
$209K +$176K +1,722 New
AC
191
Aristides Capital
Kentucky
$208K +$176K +1,716 New
PAMS
192
Pictet Asset Management (Switzerland)
Switzerland
$204K +$172K +1,681 New
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$172K – – –
HNB
194
Huntington National Bank
Ohio
$161K – – –
BG
195
Bollard Group
Massachusetts
$147K – – –
EVM
196
Eaton Vance Management
Massachusetts
$121K +$13K +127 +15%
HIIFS
197
Harel Insurance Investments & Financial Services
Israel
$111K +$4.61K +45 +5%
SOW
198
State of Wyoming
Wyoming
$86K +$73K +713 New
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$79K +$409 +4 +0.6%
PI
200
PineBridge Investments
New York
$73K +$61.4K +600 New
6 7
8
9 10

FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.