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Forward Air
FWRD

Overview Fund Activity

247 hedge funds and large institutions have $2.41B invested in Forward Air in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
4.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
104
Reduced
81
Closed
20
Calls
$9.94M
Puts
$9.74M
Net Calls
+$198K
Net Calls Change
-$436K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$28.8M
2
Millennium Management
2
Millennium Management
New York
$22.7M
3
BlackRock
3
BlackRock
New York
$376M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$7.59M
5
Nomura Holdings
5
Nomura Holdings
Japan
$4.89M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$58.7M
2
Deutsche Bank
2
Deutsche Bank
Germany
$1.15M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
SAM
5
Silvercrest Asset Management
New York
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
201
Macquarie Group
Australia
$50K -$128K -400 -72%
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$49K -$39.8K -448 -45%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$42K -$6.01K -67 -13%
Lazard Asset Management
204
Lazard Asset Management
New York
$42K – – –
UB
205
UMB Bank
Missouri
$42K – – –
EWA
206
EverSource Wealth Advisors
Alabama
$40K +$40K +442 New
Bessemer Group
207
Bessemer Group
New Jersey
$37K +$24.3K +267 +192%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$30K -$2.18K -24 -7%
BAM
209
Byrne Asset Management
New Jersey
$30K +$8.12K +89 +37%
S
210
SignatureFD
Georgia
$25K -$8.03K -89 -24%
CFGS
211
Concourse Financial Group Securities
Alabama
$25K +$3.1K +35 +14%
SOW
212
State of Wyoming
Wyoming
$23K -$52.4K -570 -70%
PI
213
PineBridge Investments
New York
$19K – – –
SWA
214
Sutton Wealth Advisors
Florida
$18.1K – – –
PA
215
Parallel Advisors
California
$12K -$4.15K -45 -26%
EI
216
Ellevest Inc
New York
$10K -$3.95K -45 -28%
LFG
217
Larson Financial Group
Missouri
$10K – – –
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$9K -$7.3K -77 -45%
MHR
219
Matthew Hamilton Rosenberg
$9K +$9K +100 New
PFBT
220
Parkside Financial Bank & Trust
Missouri
$8K – – –
KFP
221
KB Financial Partners
New Jersey
$7K – – –
PTC
222
Private Trust Company
Ohio
$7K – – –
BCWM
223
Bartlett & Co Wealth Management
Ohio
$6.23K – – –
BC
224
Bartlett & Co
Ohio
$6K – – –
ME
225
McIlrath & Eck
Washington
$6K – – –
7 8
9
10 11