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Forward Air
FWRD

Overview Fund Activity

209 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 36 closing their positions.

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
40
Increased
65
Reduced
62
Closed
36
Calls
$22.4M
Puts
$26.5M
Net Calls
-$4.09M
Net Calls Change
+$14.6M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$15M
2
UBS Group
2
UBS Group
Switzerland
$14.7M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$11.1M
4
GAM
4
Goldentree Asset Management
New York
$22.9M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$9.2M

Top Sellers

1
SAM
1
Scopus Asset Management
New York
$0
2
HRCM
2
Hawk Ridge Capital Management
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.03M
4
Bank of America
4
Bank of America
North Carolina
$12.5M
5
AA
5
Ancora Advisors
Ohio
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
1
Clearlake Capital Group
California
$123M 3,825,000 – –
BlackRock
2
BlackRock
New York
$112M 3,479,970 +144,449 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.9M 2,043,566 -19,408 -0.9%
RPM
4
Ridgemont Partners Management
North Carolina
$61.6M 1,910,615 – –
LC
5
Littlejohn & Co
Connecticut
$53.4M 1,654,654 -11,006 -0.7%
MP
6
MFN Partners
Massachusetts
$41.6M 1,289,358 – –
ICM
7
Irenic Capital Management
New York
$39.7M 1,229,719 – –
State Street
8
State Street
Massachusetts
$32.3M 1,002,247 +59,198 +6%
PMG
9
Private Management Group
California
$31.2M 967,637 -48,877 -5%
AA
10
Ancora Advisors
Ohio
$30.8M 954,890 -170,616 -15%
Morgan Stanley
11
Morgan Stanley
New York
$24.9M 770,705 -55,751 -7%
Charles Schwab
12
Charles Schwab
California
$24.4M 755,843 +79,960 +12%
PA
13
Paralel Advisors
Colorado
$24.2M 750,000 – –
GAM
14
Goldentree Asset Management
New York
$22.9M 712,667 +308,619 +76%
AFCM
15
Alta Fox Capital Management
Texas
$22.3M 692,144 -104,948 -13%
JGC
16
J. Goldman & Co
New York
$21.8M 674,671 -76,225 -10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$17.8M 553,140 -3,085 -0.6%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$15M 463,600 +428,600 +1,225%
UBS Group
19
UBS Group
Switzerland
$14.7M 454,431 +394,424 +657%
Bank of America
20
Bank of America
North Carolina
$12.5M 389,093 -199,846 -34%
PCM
21
Penn Capital Management
Pennsylvania
$12.3M 380,947 +57,854 +18%
Goldman Sachs
22
Goldman Sachs
New York
$12M 373,333 -117,344 -24%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$11.1M 345,411 +345,411 New
OFCM
24
One Fin Capital Management
California
$10.8M 335,813 – –
Northern Trust
25
Northern Trust
Illinois
$9.52M 295,226 +43,567 +17%
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