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Lithia Motors
LAD

Overview Fund Activity

266 hedge funds and large institutions have $3.56B invested in Lithia Motors in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+12
Holders Change %
+4.72%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+300%
% of All Funds
0.25%
New
54
Increased
83
Reduced
97
Closed
41
Calls
$20.5M
Puts
$9.84M
Net Calls
+$10.7M
Net Calls Change
+$7.95M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$73.3M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$31.3M
3
SAM
Scopus Asset Management
New York
$30.3M
4
PWAM
Park West Asset Management
California
$81.3M
5
IAM
Impala Asset Management
Florida
$26.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$363M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$88.3M
3
EC
Eminence Capital
New York
$0
4
Boston Partners
Boston Partners
Massachusetts
$88.2M
5
BlackRock
BlackRock
New York
$503M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
226
Private Capital Group
Connecticut
$31K +$1.84K +12 +6%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$28K +$2.27K +15 +9%
GI
228
Gradient Investments
Minnesota
$27K – – –
CAN
229
Cetera Advisor Networks
California
$27K +$27K +179 New
VI
230
Vestcor Inc
New Brunswick, Canada
$24K +$24K +156 New
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$5.85K -38 -21%
GRP
232
Global Retirement Partners
California
$20K +$2.71K +18 +16%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$18K +$18K +117 New
SFPG
234
Stonebridge Financial Planning Group
Florida
$16K – – –
KPW
235
Kore Private Wealth
New York
$12K – – –
LF
236
Lee Financial
Texas
$12K – – –
QCG
237
Quadrant Capital Group
Ohio
$12K +$3.15K +21 +36%
FHA
238
Flagship Harbor Advisors
Massachusetts
$11K +$4.67K +31 +74%
GAM
239
Gemmer Asset Management
California
$10K – – –
SPIA
240
Steward Partners Investment Advisory
New York
$6K – – –
FRA
241
Front Row Advisors
California
$5K -$143 -1 -3%
SIAS
242
Shine Investment Advisory Services
Colorado
$5K – – –
S
243
SignatureFD
Georgia
$5K +$1.62K +11 +48%
TWA
244
TCI Wealth Advisors
Arizona
$5K +$5K +36 New
AIL
245
AGF Investments LLC
Ontario, Canada
$4K -$15K -105 -79%
BL
246
Balentine LLC
Georgia
$4K – – –
TFO
247
Tarbox Family Office
California
$4K – – –
BAM
248
Bellevue Asset Management
Washington
$4K – – –
PCM
249
Penserra Capital Management
California
$4K +$133 +1 +3%
HR
250
Howe & Rusling
New York
$4K +$4K +29 New
8 9
10
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