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Rush Enterprises Class A

253 hedge funds and large institutions have $3.33B invested in Rush Enterprises Class A in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $1.42M

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

33% more capital invested

Capital invested by funds: $2.49B → $3.33B (+$831M)

9.63% more ownership

Funds ownership: 97.66%107.29% (+9.6%)

6% more funds holding

Funds holding: 239253 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

Holders
253
Holders Change
+14
Holders Change %
+5.86%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
78
Reduced
86
Closed
31
Calls
$10.6M
Puts
$1.42M
Net Calls
+$9.15M
Net Calls Change
+$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$528M +$172M +4,264,855 +68%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M +$17M +420,978 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$320M +$6.52M +161,679 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$240M +$1.29M +32,091 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$172M -$6.69M -165,974 -5%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$140M +$292K +7,235 +0.3%
JP Morgan Chase
7
JP Morgan Chase
New York
$118M -$7.8M -193,452 -8%
State Street
8
State Street
Massachusetts
$117M +$38.2M +946,818 +68%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$77.6M +$1.74M +43,067 +3%
Millennium Management
10
Millennium Management
New York
$59M -$41.5M -1,029,688 -47%
CB
11
Cooke & Bieler
Pennsylvania
$56.8M -$325K -8,063 -0.7%
Charles Schwab
12
Charles Schwab
California
$49.4M +$635K +15,731 +2%
N
13
Nuveen
North Carolina
$44.9M +$511K +12,660 +1%
Bank of America
14
Bank of America
North Carolina
$44.3M -$5.07M -125,693 -12%
Morgan Stanley
15
Morgan Stanley
New York
$42.5M +$16.2M +401,632 +90%
Northern Trust
16
Northern Trust
Illinois
$40.3M +$1.2M +29,853 +4%
VNIM
17
Vaughan Nelson Investment Management
Texas
$39.5M +$1.29M +32,100 +4%
BMO
18
Beck Mack & Oliver
New York
$39M +$5.46M +135,295 +21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37M +$8.11M +201,103 +38%
Deutsche Bank
20
Deutsche Bank
Germany
$33.3M +$2.14M +52,969 +9%
GACM
21
Global Alpha Capital Management
Quebec, Canada
$31.2M +$5.13M +127,300 +26%
NSCM
22
New South Capital Management
Tennessee
$28.6M -$677K -16,795 -3%
FCM
23
Forager Capital Management
Alabama
$21.6M -$3.07M -76,119 -16%
Goldman Sachs
24
Goldman Sachs
New York
$21.2M -$17.1M -424,051 -50%
ClearBridge Investments
25
ClearBridge Investments
New York
$21M -$1.98M -49,139 -11%

RUSHA Hedge Fund Activity: Q4 2023 in Review

253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q4 2023, worth a combined $3.33B — up 33% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RUSHA positions and 31 closed out — a net gain of 17 holders — while 78 added to existing stakes and 86 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was Millennium Management, cutting an estimated $41.5M.

  • 253 institutional investors held Rush Enterprises Class A (RUSHA) as of Q4 2023, up from 239 in Q3 2023.
  • Funds reported $3.33B of Rush Enterprises Class A stock for Q4 2023, up 33% quarter-over-quarter.
  • 48 funds opened new Rush Enterprises Class A positions in Q4 2023 and 31 closed out, a net change of +17 holders.
  • The largest Rush Enterprises Class A buyer in Q4 2023 was BlackRock, an estimated $172M added.
  • The largest Rush Enterprises Class A seller in Q4 2023 was Millennium Management, an estimated $41.5M sold.

Based on aggregated 13F filings for Q4 2023.