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Rush Enterprises Class A

233 hedge funds and large institutions have $2.55B invested in Rush Enterprises Class A in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 96 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $328K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $2.26B → $2.55B (+$294M)

3% more funds holding

Funds holding: 226233 (+7)

1.3% more ownership

Funds ownership: 148.72%150.03% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 96

Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
74
Reduced
96
Closed
12
Calls
$2.04M
Puts
$328K
Net Calls
+$1.71M
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
QL
201
Quarry LP
New York
$22.6K -$48.3K -1,316 -70%
CIM
202
Contravisory Investment Management
Massachusetts
$18K
AWM
203
Avior Wealth Management
Nebraska
$9.11K
PTC
204
Private Trust Company
Ohio
$7.9K
GCM
205
Gladius Capital Management
Illinois
$6.86K -$128K -3,495 -95%
NSIM
206
North Star Investment Management
Illinois
$6.8K
FHA
207
First Horizon Advisors
Tennessee
$6.74K
CWP
208
Concord Wealth Partners
Virginia
$4.98K +$4.51K +123 New
HIM
209
Hillsdale Investment Management
Ontario, Canada
$4.25K -$871K -23,745 -100%
FCA
210
FinTrust Capital Advisors
South Carolina
$2.98K
S
211
SignatureFD
Georgia
$2.92K
JWA
212
JFS Wealth Advisors
Pennsylvania
$2.85K -$220 -6 -8%
GRP
213
Global Retirement Partners
California
$2.67K
LF
214
Lee Financial
Texas
$2.55K
CFGS
215
Concourse Financial Group Securities
Alabama
$2.49K
FFA
216
Farther Finance Advisors
California
$2.43K
RFG
217
RFP Financial Group
Georgia
$2.19K
SWM
218
Spire Wealth Management
Virginia
$1.52K
BIA
219
Bell Investment Advisors
California
$1.22K -$550 -15 -33%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$1.09K +$990 +27 New
AF
221
Advisornet Financial
Minnesota
$911 -$37 -1 -4%
SIC
222
SJS Investment Consulting
Ohio
$790 -$110 -3 -13%
DI
223
Disciplined Investments
Oklahoma
$729
GWS
224
Glassman Wealth Services
Virginia
$729
ECM
225
EMC Capital Management
Texas
$488 +$565K +15,390 +203%

RUSHA Hedge Fund Activity: Q2 2023 in Review

233 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q2 2023, worth a combined $2.55B — up 13% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RUSHA positions and 12 closed out — a net gain of 8 holders — while 74 added to existing stakes and 96 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $42.5M. The largest seller was BlackRock, cutting an estimated $33.7M.

  • 233 institutional investors held Rush Enterprises Class A (RUSHA) as of Q2 2023, up from 226 in Q1 2023.
  • Funds reported $2.55B of Rush Enterprises Class A stock for Q2 2023, up 13% quarter-over-quarter.
  • 20 funds opened new Rush Enterprises Class A positions in Q2 2023 and 12 closed out, a net change of +8 holders.
  • The largest Rush Enterprises Class A buyer in Q2 2023 was Bank of Montreal, an estimated $42.5M added.
  • The largest Rush Enterprises Class A seller in Q2 2023 was BlackRock, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2023.