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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
Prudential Financial
101
Prudential Financial
New Jersey
$276K -$89.3K -5,688 -23%
Principal Financial Group
102
Principal Financial Group
Iowa
$271K +$286K +18,225 New
Nomura Holdings
103
Nomura Holdings
Japan
$265K +$280K +17,820 New
Bank of America
104
Bank of America
North Carolina
$255K -$72.1K -4,592 -21%
MC
105
Menta Capital
California
$254K +$268K +17,100 New
Acadian Asset Management
106
Acadian Asset Management
Massachusetts
$245K +$259K +16,508 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$216K +$86.9K +5,535 +62%
U
108
UBS
Switzerland
$188K +$109K +6,919 +121%
Legal & General Group
109
Legal & General Group
United Kingdom
$172K +$178K +11,331 New
TRCT
110
Tower Research Capital (TRC)
New York
$118K +$125K +7,947 New
SG Americas Securities
111
SG Americas Securities
New York
$114K +$120K +7,668 New
PSI
112
Pinnacle Summer Investments
Virginia
$100K – – –
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$67K +$70.7K +4,507 New
Canada Life
114
Canada Life
Manitoba, Canada
$66K – – –
Barclays
115
Barclays
United Kingdom
$48K +$18.4K +1,170 +58%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$34K -$847 -54 -2%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$33K – – –
BlackRock
118
BlackRock
New York
$31K – – –
CLM
119
ClearBridge LLC (Maryland)
Maryland
$26K – – –
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$22K +$1.79K +114 +8%
FHA
121
First Horizon Advisors
Tennessee
$13K +$5.79K +369 +66%
PCM
122
Prelude Capital Management
New York
$13K +$14.1K +900 New
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$12K +$3.56K +227 +41%
TWI
124
Thomas White International
Illinois
$9K – – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
2 3 4
5
6

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.