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Forward Air
FWRD

Overview Fund Activity

225 hedge funds and large institutions have $882M invested in Forward Air in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 85 closing their positions.

Holders
225
Holders Change
-39
Holders Change %
-14.77%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
94
Reduced
62
Closed
85
Calls
$12.1M
Puts
$33.2M
Net Calls
-$21.1M
Net Calls Change
+$11.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
CCG
2
Clearlake Capital Group
California
$33.5M
3
PMG
3
Private Management Group
California
$31M
4
Invesco
4
Invesco
Georgia
$25.5M
5
RPM
5
Ridgemont Partners Management
North Carolina
$21.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.1M
2
Norges Bank
2
Norges Bank
Norway
$0
3
SAM
3
Silvercrest Asset Management
New York
$407K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$146M 4,684,978 +584,406 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M 3,407,797 +424,924 +14%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$66.2M 2,129,200 +1,483,269 +230%
Morgan Stanley
4
Morgan Stanley
New York
$47.1M 1,514,159 -1,556,547 -51%
State Street
5
State Street
Massachusetts
$39M 1,253,626 +177,810 +17%
CCG
6
Clearlake Capital Group
California
$33.5M 1,077,006 +1,077,006 New
PMG
7
Private Management Group
California
$31M 996,705 +996,705 New
Invesco
8
Invesco
Georgia
$25.5M 818,689 +707,876 +639%
RPM
9
Ridgemont Partners Management
North Carolina
$21.8M 700,609 +700,609 New
Deutsche Bank
10
Deutsche Bank
Germany
$21.5M 691,945 +541,494 +360%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$21.3M 686,260 -117,133 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$21.2M 682,294 +73,286 +12%
Millennium Management
13
Millennium Management
New York
$16.5M 531,525 +72,027 +16%
PA
14
Paralel Advisors
Colorado
$15.9M 510,000 +510,000 New
Charles Schwab
15
Charles Schwab
California
$13.8M 443,433 +86,512 +24%
Man Group
16
Man Group
United Kingdom
$12.3M 395,397 +308,156 +353%
ClearBridge Investments
17
ClearBridge Investments
New York
$10.1M 324,008 -352,010 -52%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10M 322,451 +44,960 +16%
Northern Trust
19
Northern Trust
Illinois
$9.12M 293,154 -121,381 -29%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$7.92M 254,498 -102,592 -29%
Citadel Advisors
21
Citadel Advisors
Florida
$7.74M 248,735 +159,777 +180%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$7.72M 248,144 +140,651 +131%
Marshall Wace
23
Marshall Wace
United Kingdom
$7.39M 237,574 +103,266 +77%
Renaissance Technologies
24
Renaissance Technologies
New York
$7.15M 229,939 +193,700 +535%
Goldman Sachs
25
Goldman Sachs
New York
$6.24M 200,484 +91,558 +84%
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