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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 %
MPM
176
Meritage Portfolio Management
Kansas
$332K -$11.3K -105 -3%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$326K +$69.9K +649 +27%
CG
178
Caprock Group
Idaho
$309K +$309K +2,869 New
Mariner
179
Mariner
Kansas
$291K -$20.1K -186 -6%
Osaic Holdings
180
Osaic Holdings
Arizona
$283K -$48.8K -453 -15%
II
181
Inspire Investing
Idaho
$279K -$11.6K -108 -4%
Arrowstreet Capital
182
Arrowstreet Capital
Massachusetts
$274K – – –
AIM
183
Anchor Investment Management
South Carolina
$273K – – –
Stifel Financial
184
Stifel Financial
Missouri
$271K -$5.07K -47 -2%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$254K -$2.52M -23,300 -91%
GC
186
Guggenheim Capital
Illinois
$244K +$31.6K +293 +15%
KBC Group
187
KBC Group
Belgium
$229K -$15.2K -141 -6%
CC
188
Centiva Capital
New York
$227K +$227K +2,104 New
ACM
189
Acrisure Capital Management
Texas
$226K -$58.3K -541 -21%
AIP
190
Ameritas Investment Partners
Nebraska
$225K – – –
SI
191
Stephens Inc
Arkansas
$222K +$222K +2,059 New
GT
192
Glenmede Trust
Pennsylvania
$214K +$214K +1,990 New
Corient Private Wealth
193
Corient Private Wealth
Florida
$211K +$211K +1,954 New
DWM
194
Dakota Wealth Management
Florida
$205K +$205K +1,907 New
QT
195
Quantamental Technologies
New York
$204K +$204K +1,890 New
HNB
196
Huntington National Bank
Ohio
$176K +$31.3K +290 +22%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$173K -$24.7K -230 -13%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$154K -$23.7K -220 -13%
SOW
199
State of Wyoming
Wyoming
$143K +$143K +1,325 New
VI
200
Vestcor Inc
New Brunswick, Canada
$138K – – –
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8
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