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Lithia Motors
LAD

Overview Fund Activity

415 hedge funds and large institutions have $7.42B invested in Lithia Motors in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-9
Holders Change %
-2.12%
% of All Funds
7.02%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
59
Increased
126
Reduced
172
Closed
60
Calls
$62.1M
Puts
$57.1M
Net Calls
+$4.96M
Net Calls Change
+$20.9M

Top Buyers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.4M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$39.1M
4
Harris Associates
4
Harris Associates
Illinois
$249M
5
BWA
5
Brave Warrior Advisors
New York
$272M

Top Sellers

1
SCA
1
Southpoint Capital Advisors
New York
$110M
2
PWAM
2
Park West Asset Management
California
$127M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
251
Quadrature Capital
United Kingdom
$541K +$541K +1,969 New
VPIM
252
Vanguard Personalized Indexing Management
California
$540K -$251K -913 -32%
Grantham, Mayo, Van Otterloo & Co (GMO)
253
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$522K +$522K +1,900 New
CP
254
Camelot Portfolios
Ohio
$511K +$141K +515 +38%
Twin Tree Management
255
Twin Tree Management
Texas
$511K +$511K +1,860 New
SAM
256
Shell Asset Management
Netherlands
$499K +$58.8K +214 +13%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$488K -$29.2K -106 -6%
BF
258
BOK Financial
Oklahoma
$484K -$4.12K -15 -0.8%
PFS
259
Prospera Financial Services
Texas
$481K +$2.47K +9 +0.5%
ESCM
260
Echo Street Capital Management
New York
$471K +$269K +980 +134%
CAN
261
Cetera Advisor Networks
California
$461K -$7.14K -26 -2%
ProShare Advisors
262
ProShare Advisors
Maryland
$456K -$211K -767 -32%
RFC
263
Regions Financial Corp
Alabama
$449K +$9.62K +35 +2%
MML Investors Services
264
MML Investors Services
Massachusetts
$441K +$60.7K +221 +16%
PP
265
Prudential plc
United Kingdom
$426K +$426K +1,550 New
PP
266
PDT Partners
New York
$421K – – –
HTC
267
Haverford Trust Company
Pennsylvania
$420K +$27.5K +100 +7%
MAM
268
Martingale Asset Management
Massachusetts
$420K +$420K +1,528 New
SCM
269
Shelton Capital Management
Colorado
$412K – – –
PA
270
Profund Advisors
Maryland
$406K -$177K -643 -30%
LWAC
271
Laurel Wealth Advisors (California)
California
$399K -$103K -375 -21%
MA
272
Montag & Associates
Georgia
$384K -$872K -3,177 -69%
FA
273
FDx Advisors
Illinois
$383K -$59.4K -216 -13%
DADC
274
D.A. Davidson & Co
Montana
$380K +$7.96K +29 +2%
TSS
275
Two Sigma Securities
New York
$371K -$102K -372 -22%
9 10
11
12 13