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Lithia Motors
LAD

Overview Fund Activity

368 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
49
Increased
115
Reduced
148
Closed
53
Calls
$116M
Puts
$102M
Net Calls
+$14.2M
Net Calls Change
+$1.19M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$104M
2
CM
Conifer Management
New York
+$60.8M
3
Millennium Management
Millennium Management
New York
+$52.9M
4
Harris Associates
Harris Associates
Illinois
+$43.9M
5
EAM
Eventide Asset Management
Massachusetts
+$36.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$29.5M
4
Invesco
Invesco
Georgia
-$26.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
226
Haverford Trust Company
Pennsylvania
$500K +$1.22K +4 +0.2%
ProShare Advisors
227
ProShare Advisors
Maryland
$489K -$5.47K -18 -1%
VFA
228
Values First Advisors
Tennessee
$481K +$478K +1,573 +17,478%
RFC
229
Regions Financial Corp
Alabama
$480K -$2.74K -9 -0.6%
SSA
230
Schonfeld Strategic Advisors
New York
$456K -$20.4M -67,053 -98%
FHB
231
First Hawaiian Bank
Hawaii
$431K – – –
NA
232
NewEdge Advisors
Louisiana
$426K -$3.96K -13 -0.9%
SCM
233
Shelton Capital Management
Colorado
$410K -$18.9K -62 -4%
NYLIM
234
New York Life Investment Management
New York
$408K +$408K +1,341 New
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$407K +$22.8K +75 +6%
Cerity Partners
236
Cerity Partners
New York
$405K +$128K +421 +46%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$397K -$118K -387 -23%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$384K -$188K -618 -33%
CC
239
Corton Capital
Ontario, Canada
$380K +$380K +1,250 New
O
240
Ossiam
France
$366K +$219K +721 +150%
SAM
241
Shell Asset Management
Netherlands
$358K -$2.13K -7 -0.6%
EI
242
Ethic Inc
New York
$348K -$81.2K -267 -19%
HighTower Advisors
243
HighTower Advisors
Illinois
$343K +$343K +1,112 New
HSBC Holdings
244
HSBC Holdings
United Kingdom
$340K +$21K +69 +7%
SW
245
SVB Wealth
Massachusetts
$332K -$66K -217 -17%
BCM
246
BTC Capital Management
Iowa
$326K -$98.1K -318 -23%
MGP
247
Metis Global Partners
California
$323K – – –
CIS
248
Connors Investor Services
Pennsylvania
$321K – – –
SG Americas Securities
249
SG Americas Securities
New York
$319K -$16.4K -54 -5%
CCM
250
Coldstream Capital Management
Washington
$311K +$20.7K +68 +7%
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