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Rush Enterprises Class A

277 hedge funds and large institutions have $3.37B invested in Rush Enterprises Class A in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $4.67M | Put options by funds: $1.4M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

28% more capital invested

Capital invested by funds: $2.64B → $3.37B (+$735M)

10% more funds holding

Funds holding: 252277 (+25)

0.96% more ownership

Funds ownership: 101.99%102.95% (+0.96%)

20% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 101

Holders
277
Holders Change
+25
Holders Change %
+9.92%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
51
Increased
81
Reduced
101
Closed
26
Calls
$4.67M
Puts
$1.4M
Net Calls
+$3.27M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$502M +$2.45M +49,347 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M -$1.75M -35,316 -0.5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$341M -$6.62M -133,536 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$273M +$66.3M +1,336,528 +35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$246M -$5.66M -114,121 -2%
State Street
6
State Street
Massachusetts
$124M +$798K +16,082 +0.7%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$124M -$887K -17,883 -0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$103M -$1.52M -30,684 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$85.4M +$833K +16,803 +1%
VNIM
10
Vaughan Nelson Investment Management
Texas
$62.7M +$6.87M +138,488 +13%
CB
11
Cooke & Bieler
Pennsylvania
$56.7M -$1M -20,164 -2%
BMO
12
Beck Mack & Oliver
New York
$56.4M +$2.45M +49,459 +5%
Bank of America
13
Bank of America
North Carolina
$45.9M -$1.17M -23,638 -3%
GACM
14
Global Alpha Capital Management
Quebec, Canada
$40.9M +$724K +14,600 +2%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$40.7M -$1.16M -23,339 -3%
Northern Trust
16
Northern Trust
Illinois
$39.2M -$46.1K -929 -0.1%
Charles Schwab
17
Charles Schwab
California
$37.9M +$4.49M +90,537 +14%
Deutsche Bank
18
Deutsche Bank
Germany
$35.1M +$465K +9,379 +1%
Morgan Stanley
19
Morgan Stanley
New York
$33.8M +$7.87M +158,683 +33%
Invesco
20
Invesco
Georgia
$33.5M -$2.58M -52,042 -8%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$32.9M -$729K -14,700 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$32.8M -$2.86M -57,594 -8%
NSCM
23
New South Capital Management
Tennessee
$27.8M -$24.8K -500 -0.1%
FCM
24
Forager Capital Management
Alabama
$23.7M +$2.23M +45,000 +11%
1SAMC
25
12th Street Asset Management Company
Tennessee
$19.7M -$1.62M -32,684 -8%

RUSHA Hedge Fund Activity: Q3 2024 in Review

277 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q3 2024, worth a combined $3.37B — up 28% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RUSHA positions and 26 closed out — a net gain of 25 holders — while 81 added to existing stakes and 101 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $66.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $9.6M sold.

  • 277 institutional investors held Rush Enterprises Class A (RUSHA) as of Q3 2024, up from 252 in Q2 2024.
  • Funds reported $3.37B of Rush Enterprises Class A stock for Q3 2024, up 28% quarter-over-quarter.
  • 51 funds opened new Rush Enterprises Class A positions in Q3 2024 and 26 closed out, a net change of +25 holders.
  • The largest Rush Enterprises Class A buyer in Q3 2024 was Fidelity Investments, an estimated $66.3M added.
  • The largest Rush Enterprises Class A seller in Q3 2024 was Balyasny Asset Management, an estimated $9.6M sold.

Based on aggregated 13F filings for Q3 2024.