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Forward Air
FWRD

Overview Fund Activity

209 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
40
Increased
65
Reduced
62
Closed
36
Calls
$22.4M
Puts
$26.5M
Net Calls
-$4.09M
Net Calls Change
+$14.6M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$15M
2
UBS Group
UBS Group
Switzerland
$14.7M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.1M
4
GAM
Goldentree Asset Management
New York
$22.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$9.2M

Top Sellers

1
SAM
Scopus Asset Management
New York
$0
2
HRCM
Hawk Ridge Capital Management
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.03M
4
Bank of America
Bank of America
North Carolina
$12.5M
5
AA
Ancora Advisors
Ohio
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$16.9K +$12.3K +359 +264%
GWM
177
Geneos Wealth Management
Colorado
$13.9K – – –
Bessemer Group
178
Bessemer Group
New Jersey
$11K – – –
NSIM
179
North Star Investment Management
Illinois
$10.6K – – –
SSG
180
Summit Securities Group
New York
$9.68K +$7.13K +221 +280%
EWA
181
EverSource Wealth Advisors
Alabama
$8.58K +$129 +4 +2%
HIIFS
182
Harel Insurance Investments & Financial Services
Israel
$8K – – –
HCA
183
Harbor Capital Advisors
Illinois
$7K +$942 +30 +16%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$6.48K -$11.7K -362 -64%
SAM
185
Smartleaf Asset Management
Massachusetts
$6.22K +$4.74K +144 +320%
GIA
186
GHP Investment Advisors
Colorado
$4.94K – – –
SPIA
187
Steward Partners Investment Advisory
New York
$4.87K – – –
Jones Financial Companies
188
Jones Financial Companies
Missouri
$4.06K +$2.45K +76 +152%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$3.36K – – –
FFA
190
Farther Finance Advisors
California
$3.35K – – –
UB
191
UMB Bank
Missouri
$2.87K – – –
PA
192
Parallel Advisors
California
$2.42K +$581 +18 +32%
ME
193
McIlrath & Eck
Washington
$2.26K – – –
LC
194
Lindbrook Capital
California
$2K – – –
RIL
195
Rothschild Investment LLC
Illinois
$1.77K +$323 +10 +22%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$1.23K – – –
PS
197
Principal Securities
Iowa
$968 – – –
NA
198
NewEdge Advisors
Louisiana
$645 – – –
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$581 – – –
BIA
200
Bell Investment Advisors
California
$549 – – –
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8
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