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Forward Air
FWRD

Overview Fund Activity

245 hedge funds and large institutions have $2.68B invested in Forward Air in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 114 reducing their positions, and 34 closing their positions.

Holders
245
Holders Change
-12
Holders Change %
-4.67%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
72
Reduced
114
Closed
34
Calls
$9.53M
Puts
$16.4M
Net Calls
-$6.89M
Net Calls Change
-$6.74M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$168M
2
RRAM
2
River Road Asset Management
Kentucky
$43.4M
3
SAM
3
Scopus Asset Management
New York
$7.91M
4
UBS Group
4
UBS Group
Switzerland
$7.97M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$13.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$102M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0
4
Ameriprise
4
Ameriprise
Minnesota
$66.6M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$425M 4,007,714 -58,884 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$313M 2,952,785 -115,812 -4%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$168M 1,580,644 +438,069 +38%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$156M 1,473,349 -44,761 -3%
SAM
5
Silvercrest Asset Management
New York
$127M 1,195,512 +29,028 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$105M 988,789 +3,350 +0.3%
State Street
7
State Street
Massachusetts
$103M 974,034 +2,155 +0.2%
ACH
8
ArrowMark Colorado Holdings
Colorado
$102M 960,571 -268,802 -22%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$83.6M 787,898 +7,121 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$83.2M 784,493 -23,157 -3%
Victory Capital Management
11
Victory Capital Management
Texas
$78.4M 739,259 -10,323 -1%
RA
12
Royce & Associates
New York
$74.7M 703,663 -53,386 -7%
Ameriprise
13
Ameriprise
Minnesota
$66.6M 627,457 -148,490 -19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$60.3M 568,192 +6,305 +1%
RRAM
15
River Road Asset Management
Kentucky
$43.4M 409,259 +314,714 +333%
Northern Trust
16
Northern Trust
Illinois
$39.3M 370,209 -4,478 -1%
Charles Schwab
17
Charles Schwab
California
$33.2M 313,274 -16,398 -5%
Norges Bank
18
Norges Bank
Norway
$30.7M 288,918 +6,165 +2%
BTW
19
Boston Trust Walden
Massachusetts
$29.7M 279,969 +7,967 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$28.6M 269,374 -11,838 -4%
VVP
21
Vulcan Value Partners
Alabama
$28.4M 267,300 -25,127 -9%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$22.5M 212,171 +30,561 +17%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$18M 169,854 -4,353 -2%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$17.1M 161,219 -78,568 -33%
UBS AM
25
UBS AM
Illinois
$16.9M 156,581 – –
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