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Forward Air
FWRD

Overview Fund Activity

166 hedge funds and large institutions have $1.45B invested in Forward Air in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 4 closing their positions.

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$50.7M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$6.85M
3
SCM
3
SG Capital Management
Illinois
$11.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.13M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$83.2M
2
Ameriprise
2
Ameriprise
Minnesota
$24.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$21.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$43.3M
5
CM
5
CS McKee
Pennsylvania
$21.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$122M 2,646,992 – –
Neuberger Berman Group
2
Neuberger Berman Group
New York
$99.1M 2,149,936 +63,840 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$93.6M 2,030,620 +69,165 +4%
CWAM
4
Columbia Wanger Asset Management
Illinois
$83.2M 1,805,000 -347,000 -16%
BFA
5
BlackRock Fund Advisors
California
$77.6M 1,683,371 +8,969 +0.5%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.1M 1,585,561 -8,690 -0.5%
Invesco
7
Invesco
Georgia
$50.7M 1,098,532 +164,691 +18%
Goldman Sachs
8
Goldman Sachs
New York
$43.3M 939,257 -54,557 -5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$41.7M 904,549 -21,059 -2%
BIT
10
BlackRock Institutional Trust
California
$39.7M 860,197 +49,492 +6%
FMI
11
Fiduciary Management Inc
Wisconsin
$39.6M 858,433 -2,771 -0.3%
ACM
12
Atlanta Capital Management
Georgia
$38.6M 836,213 +2,740 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$33.3M 722,200 +46,361 +7%
State Street
14
State Street
Massachusetts
$32.9M 714,032 +31,091 +5%
FAM
15
Fenimore Asset Management
New York
$30.8M 668,276 -2,650 -0.4%
RP
16
Riverbridge Partners
Minnesota
$28.6M 619,452 -18,197 -3%
RRAM
17
River Road Asset Management
Kentucky
$28.2M 611,219 -26,566 -4%
Northern Trust
18
Northern Trust
Illinois
$27.3M 592,012 +24,205 +4%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$27M 586,598 -18,960 -3%
Ameriprise
20
Ameriprise
Minnesota
$24.8M 537,476 -126,572 -19%
Franklin Resources
21
Franklin Resources
California
$23.1M 500,000 – –
Wells Fargo
22
Wells Fargo
California
$23.1M 499,901 +860 +0.2%
Deutsche Bank
23
Deutsche Bank
Germany
$22.3M 482,880 +43,165 +10%
CM
24
CS McKee
Pennsylvania
$21.4M 463,921 -52,295 -10%
Victory Capital Management
25
Victory Capital Management
Texas
$21.4M 463,227 -79,423 -15%
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