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Rush Enterprises Class A

188 hedge funds and large institutions have $1.16B invested in Rush Enterprises Class A in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

23% more capital invested

Capital invested by funds: $949M → $1.16B (+$214M)

18.1% more ownership

Funds ownership: 203.52%221.63% (+18%)

13% more funds holding

Funds holding: 167188 (+21)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

66% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $3.47M

Holders
188
Holders Change
+21
Holders Change %
+12.57%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
55
Reduced
64
Closed
19
Calls
$1.17M
Puts
$3.47M
Net Calls
-$2.3M
Net Calls Change
-$481K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$857K -$22.2K -1,253 -3%
US Bancorp
102
US Bancorp
Minnesota
$852K -$20.1K -1,132 -2%
Invesco
103
Invesco
Georgia
$842K -$104K -5,882 -11%
BNP Paribas Asset Management
104
BNP Paribas Asset Management
France
$813K -$80.3K -4,532 -9%
AIG
105
American International Group
New York
$801K -$24.8K -1,399 -3%
UBS Group
106
UBS Group
Switzerland
$792K -$37.9K -2,142 -5%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$786K +$120K +6,782 +19%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$771K +$100K +5,654 +16%
GI
109
GAMCO Investors
Connecticut
$730K +$42.3K +2,388 +6%
CSS
110
Cubist Systematic Strategies
Connecticut
$706K +$266K +15,037 +66%
Brown Advisory
111
Brown Advisory
Maryland
$683K
Axa
112
Axa
France
$673K -$279K -15,750 -30%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$645K -$19.4K -1,098 -3%
GC
114
Globeflex Capital
California
$636K
SFM
115
Systematic Financial Management
New Jersey
$633K -$125K -7,083 -17%
WAM
116
Wakefield Asset Management
Colorado
$609K +$119K +6,741 +26%
AIM
117
Assured Investment Management
New York
$601K +$254K +14,326 +79%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$585K -$11.7K -661 -2%
LPL Financial
119
LPL Financial
California
$548K +$72.4K +4,090 +16%
MIM
120
MetLife Investment Management
New Jersey
$541K
SAM
121
Shell Asset Management
Netherlands
$522K
Calamos Advisors
122
Calamos Advisors
Illinois
$512K +$488K +27,563 New
SEI Investments
123
SEI Investments
Pennsylvania
$501K +$478K +26,960 New
ZCM
124
Zebra Capital Management
Connecticut
$492K +$16.4K +927 +4%
SGAM
125
Smith Group Asset Management
Texas
$483K +$460K +25,988 New

RUSHA Hedge Fund Activity: Q1 2019 in Review

188 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q1 2019, worth a combined $1.16B — up 23% from $949M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RUSHA positions and 19 closed out — a net gain of 22 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $26.4M. The largest seller was Park West Asset Management, cutting an estimated $11.8M.

  • 188 institutional investors held Rush Enterprises Class A (RUSHA) as of Q1 2019, up from 167 in Q4 2018.
  • Funds reported $1.16B of Rush Enterprises Class A stock for Q1 2019, up 23% quarter-over-quarter.
  • 41 funds opened new Rush Enterprises Class A positions in Q1 2019 and 19 closed out, a net change of +22 holders.
  • The largest Rush Enterprises Class A buyer in Q1 2019 was Deutsche Bank, an estimated $26.4M added.
  • The largest Rush Enterprises Class A seller in Q1 2019 was Park West Asset Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2019.