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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
GIP
51
Granite Investment Partners
California
$2.24M +$1.08M +68,672 +84%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2.12M +$23.3K +1,485 +1%
PPA
53
Parametric Portfolio Associates
Washington
$2M +$43.9K +2,799 +2%
TA
54
Teton Advisors
New York
$1.95M – – –
Citadel Advisors
55
Citadel Advisors
Florida
$1.81M +$1.91M +121,698 New
TA
56
Teachers Advisors
New York
$1.77M +$53K +3,379 +3%
GIM
57
Granahan Investment Management
Massachusetts
$1.68M -$13.5K -859 -0.8%
CAM
58
Capstone Asset Management
Texas
$1.63M -$1.09M -69,469 -39%
Invesco
59
Invesco
Georgia
$1.48M +$43.3K +2,761 +3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.33M -$4.06K -259 -0.3%
Goldman Sachs
61
Goldman Sachs
New York
$1.2M -$120K -7,659 -9%
NSEDCP
62
NJ State Employees Deferred Compensation Plan
New Jersey
$1.17M – – –
CS
63
Credit Suisse
Switzerland
$1.16M +$142K +9,048 +13%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$1.15M – – –
STC
65
SEI Trust Company
Pennsylvania
$1.09M – – –
BLM
66
Bennett Lawrence Management
New York
$1.08M +$732K +46,642 +179%
Swiss National Bank
67
Swiss National Bank
Switzerland
$1.07M – – –
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$1.02M +$56.5K +3,600 +6%
Wells Fargo
69
Wells Fargo
California
$996K +$659K +41,967 +167%
GI
70
GAMCO Investors
Connecticut
$963K +$70.6K +4,500 +7%
GPGA
71
Grandeur Peak Global Advisors
Utah
$898K +$344K +21,938 +57%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$839K -$89.1K -5,679 -9%
CCMH
73
Cornerstone Capital Management Holdings
New York
$835K -$17.6K -1,123 -2%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$814K +$859K +54,727 New
Morgan Stanley
75
Morgan Stanley
New York
$786K +$588K +37,476 +243%
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.