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Rush Enterprises Class A
RUSHA

108 hedge funds and large institutions have $1.05B invested in Rush Enterprises Class A in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $937M → $1.05B (+$110M)

3% more funds holding

Funds holding: 105 → 108 (+3)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
36
Closed
6
Calls
$617K
Puts
–
Net Calls
+$617K
Net Calls Change
-$83K

Top Buyers

1
WCM
Wedge Capital Management
North Carolina
+$5.37M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.73M
4
WHG
Westwood Holdings Group
Texas
+$2.57M
5
SAM
Skyline Asset Management
Illinois
+$2.25M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2.59M
2
Northern Trust
Northern Trust
Illinois
-$1M
3
Morgan Stanley
Morgan Stanley
New York
-$986K
4
Ameriprise
Ameriprise
Minnesota
-$719K
5
CS
Credit Suisse
Switzerland
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$7.63M – – –
PI
27
Putnam Investments
Massachusetts
$6.88M -$567K -43,875 -8%
WCM
28
Wedge Capital Management
North Carolina
$6M +$5.37M +415,577 New
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.99M -$34K -2,630 -0.6%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$5.91M +$349K +27,025 +7%
RFC
31
Russell Frank Company
Washington
$5.36M +$529K +40,950 +12%
TCIM
32
TIAA CREF Investment Management
New York
$4.92M -$41.3K -3,195 -0.9%
EMR
33
Errol M. Rudman
$4.33M – – –
Charles Schwab
34
Charles Schwab
California
$3.92M +$178K +13,806 +5%
BCM
35
Bridgeway Capital Management
Texas
$3.8M – – –
BIM
36
BlackRock Investment Management
Delaware
$3.56M +$29.1K +2,252 +0.9%
Macquarie Group
37
Macquarie Group
Australia
$3.55M +$142K +11,025 +5%
MAA
38
Managed Account Advisors
New Jersey
$3.52M -$299K -23,123 -9%
WHG
39
Westwood Holdings Group
Texas
$2.87M +$2.57M +198,941 New
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$2.74M -$2.59M -200,925 -51%
NFA
41
Nationwide Fund Advisors
Ohio
$2.69M -$148K -11,457 -6%
CAM
42
Capstone Asset Management
Texas
$2.64M +$25.4K +1,968 +1%
EAM
43
EULAV Asset Management
Florida
$2.33M -$58.1K -4,500 -3%
PPA
44
Parametric Portfolio Associates
Washington
$2.12M -$32.4K -2,511 -2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.05M +$5.81K +450 +0.3%
GIM
46
Granahan Investment Management
Massachusetts
$1.93M +$321K +24,885 +23%
TA
47
Teton Advisors
New York
$1.89M – – –
KeyBank National Association
48
KeyBank National Association
Ohio
$1.81M -$11.6K -900 -0.7%
TA
49
Teachers Advisors
New York
$1.74M – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.54M -$63.6K -4,927 -4%
1
2
3 4 5

RUSHA Hedge Fund Activity: Q1 2014 in Review

108 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q1 2014, worth a combined $1.05B — up 12% from $937M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RUSHA positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Wedge Capital Management, opening a new position worth an estimated $5.37M. The largest seller was Lord, Abbett & Co, cutting an estimated $2.59M.

  • 108 institutional investors held Rush Enterprises Class A (RUSHA) as of Q1 2014, up from 105 in Q4 2013.
  • Funds reported $1.05B of Rush Enterprises Class A stock for Q1 2014, up 12% quarter-over-quarter.
  • 10 funds opened new Rush Enterprises Class A positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Rush Enterprises Class A buyer in Q1 2014 was Wedge Capital Management, an estimated $5.37M added.
  • The largest Rush Enterprises Class A seller in Q1 2014 was Lord, Abbett & Co, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2014.