We are live on ! Find out more
RUSHA icon

Rush Enterprises Class A

161 hedge funds and large institutions have $1.02B invested in Rush Enterprises Class A in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

13% more funds holding

Funds holding: 142161 (+19)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

4% more capital invested

Capital invested by funds: $972M → $1.02B (+$43.1M)

1.93% less ownership

Funds ownership: 229.3%227.37% (-1.9%)

39% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $1.93M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
60
Reduced
55
Closed
12
Calls
$1.18M
Puts
$1.93M
Net Calls
-$742K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$9.51M +$5.84M +395,278 +157%
ICOM
27
Investment Counselors of Maryland
Maryland
$9.26M -$4.01M -271,350 -30%
AQR Capital Management
28
AQR Capital Management
Connecticut
$9.21M +$8.11M +548,298 +701%
Charles Schwab
29
Charles Schwab
California
$8.54M +$800K +54,086 +10%
PMG
30
Private Management Group
California
$8.52M -$85.8K -5,805 -1%
MC
31
Muhlenkamp & Co
Pennsylvania
$8.34M -$4.42M -299,228 -35%
HW
32
Hancock Whitney
Mississippi
$8.01M +$8.05M +544,478 New
CCMH
33
Cornerstone Capital Management Holdings
New York
$7.71M +$4.93M +333,509 +175%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.61M -$9.45K -639 -0.1%
Two Sigma Investments
35
Two Sigma Investments
New York
$7.08M +$2.78M +187,956 +64%
PGIM
36
Pacific Global Investment Management
California
$6.89M -$176K -11,925 -2%
Renaissance Technologies
37
Renaissance Technologies
New York
$6.71M +$3.04M +205,826 +82%
Bank of America
38
Bank of America
North Carolina
$6.52M +$1.26M +85,442 +24%
Morgan Stanley
39
Morgan Stanley
New York
$6.48M +$3.3M +223,290 +103%
BIM
40
Bogle Investment Management
Massachusetts
$6.27M +$3.54M +239,562 +128%
TAM
41
Tocqueville Asset Management
New York
$6.24M -$605K -40,950 -9%
TCIM
42
TIAA CREF Investment Management
New York
$6.22M +$2.13M +143,865 +52%
AAM
43
ACK Asset Management
Connecticut
$6.2M +$5.91M +399,803 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$6.16M +$169K +11,412 +3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$6.13M +$372K +25,142 +6%
LCM
46
Lomas Capital Management
New York
$6.13M +$6.17M +417,074 New
OAM
47
Oxford Asset Management
United Kingdom
$5.46M -$576K -38,966 -10%
IP
48
Interval Partners
New York
$5.34M +$5.37M +363,449 New
PGCM
49
Prescott Group Capital Management
Oklahoma
$5.31M +$1.3K +88 +0%
Invesco
50
Invesco
Georgia
$5.13M +$3.56M +240,559 +222%

RUSHA Hedge Fund Activity: Q1 2017 in Review

161 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q1 2017, worth a combined $1.02B — up 4.4% from $972M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RUSHA positions and 12 closed out — a net gain of 24 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $63.7M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $44.5M.

  • 161 institutional investors held Rush Enterprises Class A (RUSHA) as of Q1 2017, up from 142 in Q4 2016.
  • Funds reported $1.02B of Rush Enterprises Class A stock for Q1 2017, up 4.4% quarter-over-quarter.
  • 36 funds opened new Rush Enterprises Class A positions in Q1 2017 and 12 closed out, a net change of +24 holders.
  • The largest Rush Enterprises Class A buyer in Q1 2017 was BlackRock, an estimated $63.7M added.
  • The largest Rush Enterprises Class A seller in Q1 2017 was Hotchkis & Wiley Capital Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2017.