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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 %
DF
176
Donoghue Forlines
Massachusetts
$269K +$269K +3,915 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$259K +$18K +260 +7%
XT
178
XTX Topco
Cayman Islands
$256K +$106K +1,541 +70%
PCM
179
Prelude Capital Management
New York
$246K +$246K +3,584 New
OR
180
Olympiad Research
Connecticut
$246K +$246K +3,584 New
CIM
181
CIM Investment Management
Pennsylvania
$243K – – –
SAG
182
SageView Advisory Group
California
$236K -$2.2K -32 -0.9%
Amundi
183
Amundi
France
$236K -$7.64K -106 -3%
GC
184
Guggenheim Capital
Illinois
$233K +$66.1K +961 +40%
AQR Capital Management
185
AQR Capital Management
Connecticut
$232K -$141K -2,048 -38%
QCM
186
QRG Capital Management
Illinois
$231K +$231K +3,363 New
NYLIM
187
New York Life Investment Management
New York
$227K -$35.8K -521 -14%
Osaic Holdings
188
Osaic Holdings
Arizona
$223K +$57.1K +831 +34%
VI
189
Vestcor Inc
New Brunswick, Canada
$220K +$132K +1,914 +150%
US Bancorp
190
US Bancorp
Minnesota
$209K -$103K -1,496 -33%
TRCT
191
Tower Research Capital (TRC)
New York
$207K +$155K +2,262 +300%
FRM
192
Fox Run Management
Connecticut
$207K +$207K +3,010 New
AIP
193
Ameritas Investment Partners
Nebraska
$179K +$35.5K +516 +25%
Point72 Asset Management
194
Point72 Asset Management
Connecticut
$175K -$1.74M -25,292 -91%
PI
195
PEAK6 Investments
Illinois
$168K +$168K +2,450 New
AA
196
AlphaMark Advisors
Kentucky
$154K +$154K +2,234 New
AIM
197
Anchor Investment Management
South Carolina
$137K – – –
HNB
198
Huntington National Bank
Ohio
$112K -$412 -6 -0.4%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$111K +$825 +12 +0.7%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$103K +$6.53K +95 +7%
6 7
8
9 10