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Forward Air
FWRD

Overview Fund Activity

264 hedge funds and large institutions have $1.67B invested in Forward Air in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 37 closing their positions.

Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
92
Reduced
87
Closed
37
Calls
$16.7M
Puts
$49.5M
Net Calls
-$32.7M
Net Calls Change
+$9.35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$193M
2
Norges Bank
2
Norges Bank
Norway
$43.3M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$40.6M
4
ECM
4
ExodusPoint Capital Management
New York
$13.1M
5
Millennium Management
5
Millennium Management
New York
$28.9M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
AA
2
Ancora Advisors
Ohio
$7.96M
3
UBS Group
3
UBS Group
Switzerland
$6.39M
4
Ameriprise
4
Ameriprise
Minnesota
$9.69M
5
Bank of America
5
Bank of America
North Carolina
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$258M 4,100,572 +152,716 +4%
Morgan Stanley
2
Morgan Stanley
New York
$193M 3,070,706 +1,857,301 +153%
Vanguard Group
3
Vanguard Group
Pennsylvania
$188M 2,982,873 +63,322 +2%
SAM
4
Silvercrest Asset Management
New York
$71M 1,129,531 -109,247 -9%
State Street
5
State Street
Massachusetts
$67.6M 1,075,816 +72,672 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$50.5M 803,393 +25,523 +3%
Norges Bank
7
Norges Bank
Norway
$43.3M 688,425 +616,824 +861%
ClearBridge Investments
8
ClearBridge Investments
New York
$42.5M 676,018 +4,648 +0.7%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$40.6M 645,931 +203,597 +46%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.3M 609,008 +23,375 +4%
Millennium Management
11
Millennium Management
New York
$28.9M 459,498 +175,733 +62%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$28M 445,451 +40,009 +10%
Northern Trust
13
Northern Trust
Illinois
$26.1M 414,535 -25,870 -6%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$25.8M 410,664 +77,909 +23%
RRAM
15
River Road Asset Management
Kentucky
$25.1M 398,619 -5,097 -1%
PSAMP
16
P. Schoenfeld Asset Management (PSAM)
New York
$24.4M 387,348 +86,348 +29%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$22.5M 357,090 +106,976 +43%
Charles Schwab
18
Charles Schwab
California
$22.4M 356,921 +24,567 +7%
BTW
19
Boston Trust Walden
Massachusetts
$18.8M 299,755 +2,710 +0.9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17.4M 277,491 +19,611 +8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$13.6M 216,258 -26,931 -11%
ECM
22
ExodusPoint Capital Management
New York
$13.1M 207,826 +193,768 +1,378%
PCM
23
Penn Capital Management
Pennsylvania
$11M 174,172 +37,799 +28%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$10.7M 169,630 +14,700 +9%
Bank of America
25
Bank of America
North Carolina
$10.2M 161,517 -373,236 -70%
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