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Rush Enterprises Class A

194 hedge funds and large institutions have $1.59B invested in Rush Enterprises Class A in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $1.07M

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$138M)

8% more funds holding

Funds holding: 179194 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.37% less ownership

Funds ownership: 227.08%225.71% (-1.4%)

23% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 78

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
60
Reduced
78
Closed
24
Calls
$6.88M
Puts
$1.07M
Net Calls
+$5.82M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$71K +$16.4K +754 +31%
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$49K -$5.43K -250 -10%
AG
178
Advisor Group
Arizona
$39K +$1.46K +67 +4%
IWM
179
IHT Wealth Management
Illinois
$38K +$35.7K +1,643 New
PCM
180
Prelude Capital Management
New York
$31K -$1.21M -55,550 -98%
NIT
181
NumerixS Investment Technologies
British Columbia, Canada
$25K +$24.4K +1,125 New
FMA
182
FNY Managed Accounts
New York
$23K +$22.3K +1,028 New
CCMW
183
Cypress Capital Management (Wyoming)
Wyoming
$20K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$14K
PA
185
Parallel Advisors
California
$12K
DCM
186
Delpha Capital Management
New York
$10K +$9.49K +437 New
NSIM
187
North Star Investment Management
Illinois
$6K
RFM
188
Royal Fund Management
Florida
$6K +$5.97K +275 New
STA
189
Summit Trail Advisors
New York
$4K +$3.67K +169 New
FGC
190
Financial Gravity Companies
Texas
$4K +$3.91K +180 New
GRP
191
Global Retirement Partners
California
$3K +$2.89K +133 New
ClearBridge Investments
192
ClearBridge Investments
New York
$2K -$52K -2,394 -97%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.87K +86 New
ICOM
194
Investment Counselors of Maryland
Maryland
-$10.9M -529,200 Closed
CB
195
Cooke & Bieler
Pennsylvania
-$7.48M -363,393 Closed
SAM
196
Scopus Asset Management
New York
-$5.02M -244,132 Closed
BGIM
197
Brandywine Global Investment Management
Pennsylvania
-$4.68M -227,237 Closed
NFA
198
Nationwide Fund Advisors
Ohio
-$2.4M -116,739 Closed
BFM
199
Boothbay Fund Management
New York
-$1.43M -69,512 Closed
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
-$1.25M -60,577 Closed

RUSHA Hedge Fund Activity: Q4 2017 in Review

194 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q4 2017, worth a combined $1.59B — up 9.5% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RUSHA positions and 24 closed out — a net gain of 15 holders — while 60 added to existing stakes and 78 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $29.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.7M.

  • 194 institutional investors held Rush Enterprises Class A (RUSHA) as of Q4 2017, up from 179 in Q3 2017.
  • Funds reported $1.59B of Rush Enterprises Class A stock for Q4 2017, up 9.5% quarter-over-quarter.
  • 39 funds opened new Rush Enterprises Class A positions in Q4 2017 and 24 closed out, a net change of +15 holders.
  • The largest Rush Enterprises Class A buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $29.8M added.
  • The largest Rush Enterprises Class A seller in Q4 2017 was T. Rowe Price Associates, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2017.