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Lithia Motors
LAD

Overview Fund Activity

386 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
134
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$181M
2
Harris Associates
Harris Associates
Illinois
+$124M
3
CCM
Cadian Capital Management
New York
+$105M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$36.9M
5
Invesco
Invesco
Georgia
+$30.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$49.6M
2
1WCM
12 West Capital Management
New York
-$44.4M
3
KCM
Kensico Capital Management
Connecticut
-$33.4M
4
BWA
Brave Warrior Advisors
New York
-$19.4M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
226
Park Avenue Securities
New York
$658K -$4.28K -13 -0.6%
MML Investors Services
227
MML Investors Services
Massachusetts
$658K +$49.1K +149 +8%
US Bancorp
228
US Bancorp
Minnesota
$652K -$8.89K -27 -1%
TI
229
Tidal Investments
Wisconsin
$646K -$142K -431 -18%
AQR Capital Management
230
AQR Capital Management
Connecticut
$632K -$1.41M -4,328 -69%
QCM
231
QRG Capital Management
Illinois
$631K +$22.1K +67 +4%
GC
232
Guggenheim Capital
Illinois
$617K -$624K -1,896 -50%
SCA
233
Snowden Capital Advisors
New York
$601K -$181K -551 -23%
CGH
234
Crossmark Global Holdings
Texas
$595K -$26.4K -80 -4%
MYIA
235
Mount Yale Investment Advisors
Colorado
$590K +$1.98K +6 +0.3%
HighTower Advisors
236
HighTower Advisors
Illinois
$581K +$121K +369 +26%
AWM
237
AE Wealth Management
Kansas
$581K +$581K +1,946 New
OFS
238
OneAscent Financial Services
Alabama
$556K +$128K +390 +30%
TRCT
239
Tower Research Capital (TRC)
New York
$550K -$207K -629 -27%
HTC
240
Haverford Trust Company
Pennsylvania
$541K – – –
FFP
241
FourThought Financial Partners
Florida
$530K +$12.2K +37 +2%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$515K +$59K +179 +13%
CCIA
243
Campbell & Co Investment Adviser
Maryland
$502K +$502K +1,524 New
Creative Planning
244
Creative Planning
Kansas
$493K -$88.3K -268 -15%
RFC
245
Regions Financial Corp
Alabama
$492K -$19.4K -59 -4%
CCM
246
Coldstream Capital Management
Washington
$486K +$142K +431 +41%
ProShare Advisors
247
ProShare Advisors
Maryland
$476K -$13.8K -42 -3%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$439K +$77.1K +234 +21%
Cerity Partners
249
Cerity Partners
New York
$423K +$423K +1,285 New
BAM
250
Blueshift Asset Management
New Jersey
$422K +$422K +1,282 New
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10
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