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Forward Air
FWRD

Overview Fund Activity

191 hedge funds and large institutions have $636M invested in Forward Air in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-34
Holders Change %
-15.11%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
42
Increased
75
Reduced
58
Closed
75
Calls
$6.92M
Puts
$14.8M
Net Calls
-$7.9M
Net Calls Change
+$13.2M

Top Buyers

1
CCG
1
Clearlake Capital Group
California
$72.8M
2
LC
2
Littlejohn & Co
Connecticut
$42.6M
3
RPM
3
Ridgemont Partners Management
North Carolina
$36.4M
4
ICM
4
Irenic Capital Management
New York
$20.3M
5
AA
5
Ancora Advisors
Ohio
$18.3M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
Man Group
4
Man Group
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$1.52K -$1.31K -69 -46%
ME
177
McIlrath & Eck
Washington
$1.33K – – –
AF
178
Advisornet Financial
Minnesota
$1.2K +$705 +37 +142%
PA
179
Parallel Advisors
California
$1.09K +$723 +38 +200%
UB
180
UMB Bank
Missouri
$1.01K -$14.9K -784 -94%
C
181
Covestor
United Kingdom
$1K -$4.88K -283 -83%
FFA
182
Farther Finance Advisors
California
$783 -$49.4K -2,585 -98%
PS
183
Principal Securities
Iowa
$571 -$362 -19 -39%
LC
184
Lindbrook Capital
California
$438 -$2.02K -106 -82%
NA
185
NewEdge Advisors
Louisiana
$381 – – –
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$343 – – –
BIA
187
Bell Investment Advisors
California
$324 – – –
PFBT
188
Parkside Financial Bank & Trust
Missouri
$115 -$77 -4 -40%
RIL
189
Rothschild Investment LLC
Illinois
$95 – – –
LFG
190
Larson Financial Group
Missouri
$95 +$95 +5 New
IAIM
191
International Assets Investment Management
Florida
$95 +$95 +5 New
Pacer Advisors
192
Pacer Advisors
Pennsylvania
– -$66.2M -2,129,200 Closed
Man Group
193
Man Group
United Kingdom
– -$12.3M -395,397 Closed
ClearBridge Investments
194
ClearBridge Investments
New York
– -$10.1M -324,008 Closed
Citadel Advisors
195
Citadel Advisors
Florida
– -$7.74M -248,735 Closed
Voloridge Investment Management
196
Voloridge Investment Management
Florida
– -$7.72M -248,144 Closed
Renaissance Technologies
197
Renaissance Technologies
New York
– -$7.15M -229,939 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$5.9M -189,500 Closed
DA
199
Duality Advisers
Florida
– -$3.12M -100,282 Closed
Connor, Clark & Lunn Investment Management (CC&L)
200
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.96M -95,274 Closed
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