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Rush Enterprises Class A

210 hedge funds and large institutions have $2.19B invested in Rush Enterprises Class A in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $219K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

9% more funds holding

Funds holding: 192210 (+18)

2.64% more ownership

Funds ownership: 146.94%149.58% (+2.6%)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

7% less capital invested

Capital invested by funds: $2.35B → $2.19B (-$159M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
33
Increased
74
Reduced
79
Closed
15
Calls
$1.01M
Puts
$219K
Net Calls
+$789K
Net Calls Change
-$278K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$393K -$553K -15,735 -58%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$385K +$158K +4,509 +68%
SS
153
Simplicity Solutions
Minnesota
$384K +$397K +11,307 New
IFWM
154
Institute for Wealth Management
Colorado
$382K +$395K +11,250 New
NC
155
NinePointTwo Capital
California
$376K +$390K +11,105 New
AI
156
Acuitas Investments
Washington
$367K +$379K +10,800 New
MM
157
MQS Management
New York
$351K +$363K +10,329 New
WA
158
Wambolt & Associates
Colorado
$336K +$23.1K +658 +7%
B
159
Bailard
California
$321K -$142K -4,050 -30%
PP
160
Paloma Partners
Connecticut
$319K -$63.2K -1,800 -16%
RWM
161
Ritholtz Wealth Management
New York
$279K +$289K +8,216 New
GAM
162
Gotham Asset Management
New York
$274K -$79.7K -2,268 -22%
M&T Bank
163
M&T Bank
New York
$261K +$12.7K +361 +5%
AB
164
Amalgamated Bank
New York
$259K -$20K -570 -7%
AF
165
Amalgamated Financial
New York
$259K +$269K +7,644 New
CG
166
Caprock Group
Idaho
$255K
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$219K +$11.7K +333 +5%
LWAM
168
Legacy Wealth Asset Management
Minnesota
$208K +$3.51K +100 +2%
Canada Life
169
Canada Life
Manitoba, Canada
$197K +$49.3K +1,403 +35%
TRCT
170
Tower Research Capital (TRC)
New York
$180K +$161K +4,579 +621%
BG
171
Bollard Group
Massachusetts
$179K
AIP
172
Ameritas Investment Partners
Nebraska
$165K
Osaic Holdings
173
Osaic Holdings
Arizona
$164K +$60.6K +1,725 +56%
ECM
174
EMC Capital Management
Texas
$147K +$153K +4,343 New
Robeco Institutional Asset Management
175
Robeco Institutional Asset Management
Netherlands
$135K

RUSHA Hedge Fund Activity: Q1 2022 in Review

210 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q1 2022, worth a combined $2.19B — down 6.8% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RUSHA positions and 15 closed out — a net gain of 18 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $21.5M.

  • 210 institutional investors held Rush Enterprises Class A (RUSHA) as of Q1 2022, up from 192 in Q4 2021.
  • Funds reported $2.19B of Rush Enterprises Class A stock for Q1 2022, down 6.8% quarter-over-quarter.
  • 33 funds opened new Rush Enterprises Class A positions in Q1 2022 and 15 closed out, a net change of +18 holders.
  • The largest Rush Enterprises Class A buyer in Q1 2022 was Fidelity Investments, an estimated $36.5M added.
  • The largest Rush Enterprises Class A seller in Q1 2022 was T. Rowe Price Associates, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2022.