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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
PTC
126
Private Trust Company
Ohio
$3K – – –
FNYS
127
First New York Securities
New York
$2.01K +$2.12K +135 New
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$816 +$3.42K +218 +0.4%
HW
129
Hancock Whitney
Mississippi
– -$8.39M -544,725 Closed
CM
130
Castleark Management
Illinois
– -$6.11M -396,169 Closed
BHMP
131
Bardin Hill Management Partners
New York
– -$638K -41,400 Closed
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
– -$533K -33,959 Closed
Natixis Advisors
133
Natixis Advisors
Massachusetts
– -$451K -29,248 Closed
QI
134
Quotient Investors
New York
– -$215K -13,950 Closed
BEAM
135
Baker Ellis Asset Management
Washington
– -$103K -6,694 Closed
VFA
136
Virtus Fund Advisers
Connecticut
– -$102K -6,597 Closed
Walleye Trading
137
Walleye Trading
New York
– -$92 -5,999 Closed
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
– -$30K -1,958 Closed
GSC
139
Ground Swell Capital
South Carolina
– -$12K -810 Closed
BRWA
140
B. Riley Wealth Advisors
Florida
– -$8.88K -576 Closed
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.