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Rush Enterprises Class B
RUSHB

86 hedge funds and large institutions have $292M invested in Rush Enterprises Class B in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $222M → $292M (+$69.8M)

0.9% more ownership

Funds ownership: 61.27% → 62.16% (+0.9%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

5% less funds holding

Funds holding: 91 → 86 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
29
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.68M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$571K
4
UBS AM
UBS AM
Illinois
+$225K
5
N
Nuveen
North Carolina
+$221K

Top Sellers

Rank Fund Capital Flow
1
PMG
Private Management Group
California
-$1.36M
2
American Century Companies
American Century Companies
Missouri
-$753K
3
HF
HRT Financial
New York
-$750K
4
BlackRock
BlackRock
New York
-$711K
5
Jane Street
Jane Street
New York
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GC
77
Globeflex Capital
California
$3.47K – – –
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$2.21K +$7.68M +198,266 New
ECM
79
ExodusPoint Capital Management
New York
$1K -$43.3K -1,119 -98%
JWA
80
JFS Wealth Advisors
Pennsylvania
$959 – – –
PA
81
Parallel Advisors
California
$607 – – –
SC
82
Schubert & Co
Texas
$599 +$39 +1 +7%
SIC
83
SJS Investment Consulting
Ohio
$300 – – –
AF
84
Advisornet Financial
Minnesota
$299 – – –
DI
85
Disciplined Investments
Oklahoma
$240 – – –
FFA
86
Farther Finance Advisors
California
$180 – – –
Jane Street
87
Jane Street
New York
– -$469K -12,491 Closed
ZCM
88
Zebra Capital Management
Connecticut
– -$409K -10,899 Closed
HSBC Holdings
89
HSBC Holdings
United Kingdom
– -$304K -8,078 Closed
Arrowstreet Capital
90
Arrowstreet Capital
Massachusetts
– -$214K -5,703 Closed
GCM
91
Gladius Capital Management
Illinois
– -$48.2K -1,286 Closed
LWP
92
Laurel Wealth Planning
Minnesota
– -$19K -506 Closed
IA
93
IFP Advisors
Florida
– -$11K -252 Closed
CAL
94
Capital Advisors Ltd
Ohio
– -$1K -27 Closed
1 2 3
4

RUSHB Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class B (RUSHB) for Q1 2023, worth a combined $292M — up 31% from $222M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RUSHB and 4 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $7.68M. The largest seller was Private Management Group, cutting an estimated $1.36M.

  • 86 institutional investors held Rush Enterprises Class B (RUSHB) as of Q1 2023, down from 91 in Q4 2022.
  • Funds reported $292M of Rush Enterprises Class B stock for Q1 2023, up 31% quarter-over-quarter.
  • 4 funds opened new Rush Enterprises Class B positions in Q1 2023 and 8 closed out, a net change of -4 holders.
  • The largest Rush Enterprises Class B buyer in Q1 2023 was Envestnet Asset Management, an estimated $7.68M added.
  • The largest Rush Enterprises Class B seller in Q1 2023 was Private Management Group, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2023.