We are live on ! Find out more
RUSHA icon

Rush Enterprises Class A

226 hedge funds and large institutions have $2.26B invested in Rush Enterprises Class A in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $257K

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $2.04B → $2.26B (+$217M)

2% more funds holding

Funds holding: 222226 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.78% less ownership

Funds ownership: 149.5%148.72% (-0.78%)

9% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 88

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
80
Reduced
88
Closed
14
Calls
$1.9M
Puts
$257K
Net Calls
+$1.64M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$279M -$10.1M -278,891 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M +$741K +20,497 +0.3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$229M -$46.1K -1,275 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$174M -$573K -15,834 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$128M -$1.04M -28,740 -0.8%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$108M +$10.1M +280,173 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$88M +$2.84M +78,509 +3%
Millennium Management
8
Millennium Management
New York
$74.9M +$8.38M +231,606 +13%
State Street
9
State Street
Massachusetts
$52.3M +$1.69M +46,761 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52M +$1.73M +47,717 +3%
CB
11
Cooke & Bieler
Pennsylvania
$43.6M -$2.75M -76,020 -6%
Charles Schwab
12
Charles Schwab
California
$34.4M +$379K +10,492 +1%
N
13
Nuveen
North Carolina
$32.8M +$10.9M +302,489 +51%
Northern Trust
14
Northern Trust
Illinois
$28.1M -$409K -11,302 -1%
NSCM
15
New South Capital Management
Tennessee
$23.5M -$3.51M -96,915 -13%
VNIM
16
Vaughan Nelson Investment Management
Texas
$22.5M -$475K -13,140 -2%
Goldman Sachs
17
Goldman Sachs
New York
$21.4M +$8.65M +239,034 +68%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$21M -$528K -14,593 -2%
Bank of America
19
Bank of America
North Carolina
$19.9M -$2.04M -56,292 -9%
Deutsche Bank
20
Deutsche Bank
Germany
$19.8M +$1.41M +38,845 +8%
Norges Bank
21
Norges Bank
Norway
$19.4M -$3.13M -86,493 -14%
FCM
22
Forager Capital Management
Alabama
$18.3M +$2.6M +72,000 +17%
CIP
23
Chartwell Investment Partners
Pennsylvania
$17.9M -$354K -9,791 -2%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$17.5M +$4.71M +130,233 +37%
ClearBridge Investments
25
ClearBridge Investments
New York
$17.4M +$284K +7,859 +2%

RUSHA Hedge Fund Activity: Q1 2023 in Review

226 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q1 2023, worth a combined $2.26B — up 11% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RUSHA positions and 14 closed out — a net gain of 5 holders — while 80 added to existing stakes and 88 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $30.6M. The largest seller was Principal Financial Group, cutting an estimated $59.3M.

  • 226 institutional investors held Rush Enterprises Class A (RUSHA) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $2.26B of Rush Enterprises Class A stock for Q1 2023, up 11% quarter-over-quarter.
  • 19 funds opened new Rush Enterprises Class A positions in Q1 2023 and 14 closed out, a net change of +5 holders.
  • The largest Rush Enterprises Class A buyer in Q1 2023 was Envestnet Asset Management, an estimated $30.6M added.
  • The largest Rush Enterprises Class A seller in Q1 2023 was Principal Financial Group, an estimated $59.3M sold.

Based on aggregated 13F filings for Q1 2023.