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Rush Enterprises Class A

239 hedge funds and large institutions have $2.49B invested in Rush Enterprises Class A in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,521% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $14K

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

3% more funds holding

Funds holding: 233239 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $2.55B → $2.49B (-$57.4M)

33% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 112

52.36% less ownership

Funds ownership: 150.03%97.66% (-52%)

Holders
239
Holders Change
+6
Holders Change %
+2.58%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
75
Reduced
112
Closed
18
Calls
$1.91M
Puts
$14K
Net Calls
+$1.89M
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$1.51K -$41 -1 -3%
FCA
227
FinTrust Capital Advisors
South Carolina
$1.39K -$2.15K -52 -60%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$1.39K +$289 +7 +26%
EWA
229
EverSource Wealth Advisors
Alabama
$980 +$992 +24 New
AF
230
Advisornet Financial
Minnesota
$898 -$41 -1 -4%
SIC
231
SJS Investment Consulting
Ohio
$858 +$41 +1 +5%
GWS
232
Glassman Wealth Services
Virginia
$735
PWMG
233
Provence Wealth Management Group
California
$735 +$744 +18 New
LC
234
Lindbrook Capital
California
$531 +$537 +13 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$490
AF
236
Allworth Financial
California
$164 -$41 -1 -20%
QCG
237
Quadrant Capital Group
Ohio
$164 -$41 -1 -20%
VCM
238
Versant Capital Management
Arizona
$163 -$41 -1 -20%
TWP
239
TFO Wealth Partners
Ohio
$61 -$41 -1 -50%
HNB
240
Huntington National Bank
Ohio
$20 -$41 -1 -50%
Marshall Wace
241
Marshall Wace
United Kingdom
-$5.81M -143,403 Closed
EF
242
Empowered Funds
Pennsylvania
-$1.98M -48,986 Closed
BCM
243
Bridgeway Capital Management
Texas
-$1.95M -48,263 Closed
Balyasny Asset Management
244
Balyasny Asset Management
Illinois
-$1.37M -33,945 Closed
EP
245
Edgestream Partners
New Jersey
-$1.25M -30,840 Closed
JCIA
246
Jackson Creek Investment Advisors
Colorado
-$1.22M -30,056 Closed
JFG
247
Jefferies Financial Group
New York
-$589K -14,550 Closed
DTL
248
Dynamic Technology Lab
Singapore
-$541K -13,365 Closed
CP
249
Camelot Portfolios
Ohio
-$488K -12,047 Closed
KFA
250
Krane Funds Advisors
New York
-$483K -11,934 Closed

RUSHA Hedge Fund Activity: Q3 2023 in Review

239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q3 2023, worth a combined $2.49B — down 2.3% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RUSHA positions and 18 closed out — a net gain of 8 holders — while 75 added to existing stakes and 112 trimmed.

The largest buyer was Bank of America, adding an estimated $27.2M. The largest seller was Bank of Montreal, cutting an estimated $48M.

  • 239 institutional investors held Rush Enterprises Class A (RUSHA) as of Q3 2023, up from 233 in Q2 2023.
  • Funds reported $2.49B of Rush Enterprises Class A stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 26 funds opened new Rush Enterprises Class A positions in Q3 2023 and 18 closed out, a net change of +8 holders.
  • The largest Rush Enterprises Class A buyer in Q3 2023 was Bank of America, an estimated $27.2M added.
  • The largest Rush Enterprises Class A seller in Q3 2023 was Bank of Montreal, an estimated $48M sold.

Based on aggregated 13F filings for Q3 2023.