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Lithia Motors
LAD

Overview Fund Activity

441 hedge funds and large institutions have $10B invested in Lithia Motors in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 126 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
5.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
92
Increased
126
Reduced
161
Closed
48
Calls
$43.5M
Puts
$41.9M
Net Calls
+$1.64M
Net Calls Change
-$45.6M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$113M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$124M
3
SCM
3
Steadfast Capital Management
New York
$165M
4
Holocene Advisors
4
Holocene Advisors
New York
$72.9M
5
UBS Group
5
UBS Group
Switzerland
$83.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.35M
2
BWA
2
Brave Warrior Advisors
New York
$219M
3
CM
3
Conifer Management
New York
$179M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$62M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gotham Asset Management
New York
$811K -$1.51M -4,227 -65%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$807K +$18.2K +51 +2%
IA
228
IFP Advisors
Florida
$791K -$267K -744 -25%
Federated Hermes
229
Federated Hermes
Pennsylvania
$787K -$15K -42 -2%
VI
230
Vestcor Inc
New Brunswick, Canada
$771K +$771K +2,157 New
Prudential Financial
231
Prudential Financial
New Jersey
$762K -$186K -501 -20%
YMRC
232
Yorktown Management & Research Company
Virginia
$751K – – –
VFA
233
Values First Advisors
Tennessee
$748K -$70.8K -198 -9%
QCM
234
Quantinno Capital Management
New York
$746K +$359K +1,004 +93%
XT
235
XTX Topco
Cayman Islands
$716K +$716K +2,003 New
SAM
236
Securian Asset Management
Minnesota
$707K -$35.7K -100 -5%
QCM
237
QRG Capital Management
Illinois
$686K -$54.3K -152 -7%
FFP
238
FourThought Financial Partners
Florida
$682K -$16.4K -46 -2%
Allianz Asset Management
239
Allianz Asset Management
Germany
$676K +$676K +1,890 New
WW
240
Winnow Wealth
Texas
$671K +$671K +2,068 New
CW
241
CreativeOne Wealth
Kansas
$664K +$144K +404 +28%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$649K +$68.3K +191 +12%
SAM
243
Shell Asset Management
Netherlands
$641K -$1.07K -3 -0.2%
Creative Planning
244
Creative Planning
Kansas
$627K +$34.3K +96 +6%
Osaic Holdings
245
Osaic Holdings
Arizona
$618K +$59K +165 +11%
Rafferty Asset Management
246
Rafferty Asset Management
New York
$607K -$162K -453 -21%
M&T Bank
247
M&T Bank
New York
$585K -$98.3K -275 -14%
FSG
248
Financial Strategies Group
Michigan
$582K +$25K +73 +4%
P
249
&Partners
Tennessee
$572K +$207K +595 +57%
Marshall Wace
250
Marshall Wace
United Kingdom
$572K -$125K -350 -18%
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10
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