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Forward Air
FWRD

Overview Fund Activity

251 hedge funds and large institutions have $1.76B invested in Forward Air in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 51 closing their positions.

Holders
251
Holders Change
+6
Holders Change %
+2.45%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
58
Increased
78
Reduced
89
Closed
51
Calls
$7.82M
Puts
$49.9M
Net Calls
-$42.1M
Net Calls Change
-$35.2M

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$51.3M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$49.9M
3
UBS Group
3
UBS Group
Switzerland
$47M
4
Morgan Stanley
4
Morgan Stanley
New York
$83.4M
5
Bank of America
5
Bank of America
North Carolina
$36.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.92M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$9.76M
4
Victory Capital Management
4
Victory Capital Management
Texas
$4.08M
5
RA
5
Royce & Associates
New York
$9.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$271M 3,947,856 -59,858 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$201M 2,919,551 -33,234 -1%
SAM
3
Silvercrest Asset Management
New York
$85.2M 1,238,778 +43,266 +4%
Morgan Stanley
4
Morgan Stanley
New York
$83.4M 1,213,405 +428,912 +55%
State Street
5
State Street
Massachusetts
$69M 1,003,144 +29,110 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.5M 777,870 -10,028 -1%
AA
7
Ancora Advisors
Ohio
$51.3M 745,585 +745,585 New
Assenagon Asset Management
8
Assenagon Asset Management
Luxembourg
$49.9M 726,538 +721,877 +15,488%
UBS Group
9
UBS Group
Switzerland
$47M 683,566 +608,430 +810%
Ameriprise
10
Ameriprise
Minnesota
$46.3M 673,369 +45,912 +7%
ClearBridge Investments
11
ClearBridge Investments
New York
$46.1M 671,370 -317,419 -32%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$40.3M 585,633 +17,441 +3%
Bank of America
13
Bank of America
North Carolina
$36.8M 534,753 +408,236 +323%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$30.4M 442,334 +230,163 +108%
Northern Trust
15
Northern Trust
Illinois
$30.3M 440,405 +70,196 +19%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$27.9M 405,442 +405,442 New
RRAM
17
River Road Asset Management
Kentucky
$27.8M 403,716 -5,543 -1%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$22.9M 332,755 +332,755 New
Charles Schwab
19
Charles Schwab
California
$22.8M 332,354 +19,080 +6%
PSAMP
20
P. Schoenfeld Asset Management (PSAM)
New York
$20.7M 301,000 +301,000 New
BTW
21
Boston Trust Walden
Massachusetts
$20.4M 297,045 +17,076 +6%
Millennium Management
22
Millennium Management
New York
$19.5M 283,765 +261,050 +1,149%
SSA
23
Schonfeld Strategic Advisors
New York
$17.7M 258,111 +258,111 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.7M 257,880 -11,494 -4%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$17.2M 250,114 +88,895 +55%
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