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Lithia Motors
LAD

Overview Fund Activity

388 hedge funds and large institutions have $10B invested in Lithia Motors in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+21
Holders Change %
+5.72%
% of All Funds
6.83%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
69
Increased
106
Reduced
175
Closed
45
Calls
$81.3M
Puts
$91.4M
Net Calls
-$10.2M
Net Calls Change
-$34.9M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$127M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$987M
4
BlackRock
4
BlackRock
New York
$1.25B
5
Invesco
5
Invesco
Georgia
$341M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$365M
2
Boston Partners
2
Boston Partners
Massachusetts
$16.2M
3
FAM
3
Fred Alger Management
New York
$96.9M
4
MWNA
4
Marshall Wace North America
New York
$0
5
PWAM
5
Park West Asset Management
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
251
SVB Wealth
Massachusetts
$675K +$675K +1,730 New
GT
252
Glenmede Trust
Pennsylvania
$667K +$667K +1,711 New
LIA
253
LS Investment Advisors
Michigan
$657K -$175K -448 -21%
BC
254
Bridgefront Capital
Texas
$645K +$645K +1,653 New
FB
255
Fulton Bank
Pennsylvania
$622K +$622K +1,594 New
WCA
256
Waratah Capital Advisors
Ontario, Canada
$618K -$120K -307 -16%
CIS
257
Connors Investor Services
Pennsylvania
$607K +$607K +1,555 New
BRWA
258
B. Riley Wealth Advisors
Florida
$539K +$539K +1,380 New
ACA
259
Aptus Capital Advisors
Alabama
$523K +$523K +1,340 New
SCM
260
Shelton Capital Management
Colorado
$521K – – –
HMS
261
Hanseatic Management Services
New Mexico
$507K +$14.1K +36 +3%
MML Investors Services
262
MML Investors Services
Massachusetts
$492K -$2.73K -7 -0.6%
WAM
263
World Asset Management
Michigan
$489K -$49.6K -129 -9%
OQS
264
Occudo Quantitative Strategies
Florida
$487K -$405K -1,037 -45%
FCBT
265
First Citizens Bank & Trust
North Carolina
$474K -$85.4K -219 -15%
SSWM
266
Sheets Smith Wealth Management
North Carolina
$473K – – –
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$468K -$108K -277 -19%
SCM
268
Silvant Capital Management
Georgia
$465K – – –
PAM
269
Panagora Asset Management
Massachusetts
$453K -$3.92M -10,043 -90%
LFAS
270
Level Four Advisory Services
Texas
$453K +$453K +1,160 New
FIM
271
Freedom Investment Management
Connecticut
$444K -$1.95K -5 -0.4%
PA
272
Paragon Advisors
Texas
$435K +$435K +1,114 New
BCM
273
Bridgeway Capital Management
Texas
$429K +$117K +300 +38%
AC
274
Apogem Capital
New York
$423K -$23.8K -61 -5%
DTL
275
Dynamic Technology Lab
Singapore
$418K +$418K +1,072 New
9 10
11
12 13