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Rush Enterprises Class A
RUSHA

128 hedge funds and large institutions have $1.09B invested in Rush Enterprises Class A in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more funds holding

Funds holding: 118 → 128 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $1.17B → $1.09B (-$76.4M)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
37
Reduced
48
Closed
12
Calls
$883K
Puts
–
Net Calls
+$883K
Net Calls Change
+$145K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$15.8M
2
SCM
Sirios Capital Management
Massachusetts
+$9.33M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$8.95M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$7.79M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$5.83M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.5M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$14.6M
3
TCM
TimesSquare Capital Management
New York
-$8.77M
4
HW
Hancock Whitney
Mississippi
-$8.39M
5
Norges Bank
Norges Bank
Norway
-$8.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$12M -$337K -21,488 -3%
ACMM
27
Arbor Capital Management (Minnesota)
Minnesota
$10.5M +$3.98M +253,328 +56%
CIM
28
Corbyn Investment Management
Maryland
$10.4M -$3.22M -204,898 -23%
SCM
29
Sirios Capital Management
Massachusetts
$9.69M +$9.33M +594,342 +1,032%
Norges Bank
30
Norges Bank
Norway
$7.78M -$8.38M -534,265 -51%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$7.34M -$17.5M -1,117,224 -69%
ClearBridge Investments
32
ClearBridge Investments
New York
$7.1M -$1.32M -83,957 -15%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$6.57M +$290K +18,471 +4%
PI
34
Putnam Investments
Massachusetts
$6.36M -$3.53K -225 -0.1%
Ohio Public Employees Retirement System (OPERS)
35
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.13M -$44.5K -2,833 -0.7%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$5.52M +$5.83M +371,261 New
Stifel Financial
37
Stifel Financial
Missouri
$5.51M +$5.81M +370,485 New
TAM
38
THB Asset Management
Connecticut
$5.44M +$1.77M +112,923 +45%
RFC
39
Russell Frank Company
Washington
$5.05M -$650K -41,400 -11%
TCIM
40
TIAA CREF Investment Management
New York
$4.53M -$144K -9,189 -3%
EMR
41
Errol M. Rudman
$4.46M – – –
Macquarie Group
42
Macquarie Group
Australia
$4.27M – – –
Charles Schwab
43
Charles Schwab
California
$4.24M +$142K +9,023 +3%
BCM
44
Bridgeway Capital Management
Texas
$3.92M -$21.2K -1,350 -0.5%
BIM
45
BlackRock Investment Management
Delaware
$3.22M -$1.58K -101 -0%
PGCM
46
Prescott Group Capital Management
Oklahoma
$3.02M +$1.92M +122,175 +152%
EAM
47
EULAV Asset Management
Florida
$2.93M +$565K +36,000 +22%
MAA
48
Managed Account Advisors
New Jersey
$2.83M -$757K -48,211 -20%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$2.75M +$2.9M +184,831 New
NFA
50
Nationwide Fund Advisors
Ohio
$2.56M -$4.02K -256 -0.1%
1
2
3 4 5

RUSHA Hedge Fund Activity: Q3 2014 in Review

128 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q3 2014, worth a combined $1.09B — down 6.5% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RUSHA positions and 12 closed out — a net gain of 10 holders — while 37 added to existing stakes and 48 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $15.8M. The largest seller was Bank of New York Mellon, cutting an estimated $17.5M.

  • 128 institutional investors held Rush Enterprises Class A (RUSHA) as of Q3 2014, up from 118 in Q2 2014.
  • Funds reported $1.09B of Rush Enterprises Class A stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 22 funds opened new Rush Enterprises Class A positions in Q3 2014 and 12 closed out, a net change of +10 holders.
  • The largest Rush Enterprises Class A buyer in Q3 2014 was Waddell & Reed Financial, an estimated $15.8M added.
  • The largest Rush Enterprises Class A seller in Q3 2014 was Bank of New York Mellon, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2014.