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Forward Air
FWRD

Overview Fund Activity

223 hedge funds and large institutions have $1.74B invested in Forward Air in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-9
Holders Change %
-3.88%
% of All Funds
4.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
64
Reduced
91
Closed
29
Calls
$1.43M
Puts
$274K
Net Calls
+$1.16M
Net Calls Change
+$721K

Top Buyers

1
SAM
Scopus Asset Management
New York
$32.1M
2
SAM
Silvercrest Asset Management
New York
$65.7M
3
Invesco
Invesco
Georgia
$22.1M
4
ClearBridge Investments
ClearBridge Investments
New York
$55.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$9.76M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$72.5M
2
USAA
United Services Automobile Association
Texas
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$67.6M
4
Deutsche Bank
Deutsche Bank
Germany
$671K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$12K -$64.8K -1,037 -84%
LWM
202
Liberty Wealth Management
California
$12K -$309 -5 -3%
SFS
203
Sowell Financial Services
Arkansas
$11K +$11K +180 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$9K – – –
MAM
205
Meeder Asset Management
Ohio
$8K +$8K +122 New
Twin Tree Management
206
Twin Tree Management
Texas
$6K +$6K +94 New
GAM
207
Gemmer Asset Management
California
$5K – – –
PFBT
208
Parkside Financial Bank & Trust
Missouri
$4K – – –
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
HGWM
210
Harvest Group Wealth Management
Massachusetts
$4K – – –
TFO
211
Tarbox Family Office
California
$3K – – –
PA
212
Parallel Advisors
California
$3K – – –
TL
213
TrueWealth LLC
Georgia
$3K – – –
RCAG
214
Rehmann Capital Advisory Group
Michigan
$2.03K -$1.18K -18 -37%
ZB
215
Zions Bancorporation
Utah
$2K – – –
HAM
216
Highstreet Asset Management
Ontario, Canada
$2K – – –
QCG
217
Quadrant Capital Group
Ohio
$2K – – –
APA
218
American Portfolios Advisors
New York
$1.85K +$1.85K +29 New
LC
219
Lindbrook Capital
California
$1K – – –
CAW
220
Cornerstone Advisors (Washington)
Washington
$1K – – –
VFA
221
Valeo Financial Advisors
Indiana
$1K +$235 +4 +31%
AIC
222
Ameritas Investment Company
Nebraska
$1K +$1K +20 New
GT
223
Glenmede Trust
Pennsylvania
$566 +$10 +151 +2%
USAA
224
United Services Automobile Association
Texas
– -$9.98M -168,798 Closed
Assenagon Asset Management
225
Assenagon Asset Management
Luxembourg
– -$6.21M -104,941 Closed
7 8
9
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