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Lithia Motors
LAD

Overview Fund Activity

372 hedge funds and large institutions have $5.65B invested in Lithia Motors in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-20
Holders Change %
-5.1%
% of All Funds
6%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
53
Increased
119
Reduced
142
Closed
66
Calls
$66.3M
Puts
$113M
Net Calls
-$46.7M
Net Calls Change
-$13.9M

Top Buyers

1
CM
1
Conifer Management
New York
$102M
2
Harris Associates
2
Harris Associates
Illinois
$273M
3
MP
3
MFN Partners
Massachusetts
$318M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$68.4M
5
FCM
5
Frontier Capital Management
Massachusetts
$67.2M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$18.4M
2
PWAM
2
Park West Asset Management
California
$19M
3
WCM
3
Wedge Capital Management
North Carolina
$0
4
SCA
4
Southpoint Capital Advisors
New York
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
251
Bank of Nova Scotia
Ontario, Canada
$292K -$296K -1,445 -50%
NA
252
NewEdge Advisors
Louisiana
$290K +$70.3K +348 +32%
SCM
253
Shelton Capital Management
Colorado
$288K -$18.6K -91 -6%
FFP
254
FourThought Financial Partners
Florida
$283K +$283K +1,381 New
PSC
255
Portman Square Capital
United Kingdom
$278K +$278K +1,356 New
FHB
256
First Hawaiian Bank
Hawaii
$277K -$197K -960 -42%
SW
257
SVB Wealth
Massachusetts
$274K +$274K +1,340 New
II
258
Inspire Investing
Idaho
$274K +$43K +210 +19%
DTL
259
Dynamic Technology Lab
Singapore
$273K -$1.55M -7,565 -85%
MAP
260
Moody Aldrich Partners
Massachusetts
$271K -$2.66K -13 -1%
GTCM
261
Gyon Technologies Capital Management
New Jersey
$266K +$266K +1,301 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$262K +$8.4K +41 +3%
PA
263
Profund Advisors
Maryland
$259K +$2.05K +10 +0.8%
HSBC Holdings
264
HSBC Holdings
United Kingdom
$256K +$256K +1,253 New
Jane Street
265
Jane Street
New York
$248K -$11.9M -58,301 -98%
Mitsubishi UFJ Trust & Banking
266
Mitsubishi UFJ Trust & Banking
Japan
$247K +$26K +127 +12%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$247K +$9.22K +45 +4%
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
$245K +$245K +1,199 New
SAM
269
Shell Asset Management
Netherlands
$243K -$51.3K -251 -17%
Creative Planning
270
Creative Planning
Kansas
$238K +$238K +1,164 New
JIC
271
Johnson Investment Counsel
Ohio
$222K -$1.34M -6,521 -86%
WHG
272
Westwood Holdings Group
Texas
$220K +$220K +1,074 New
CIS
273
Connors Investor Services
Pennsylvania
$216K – – –
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$211K +$6.14K +30 +3%
ACM
275
Acrisure Capital Management
Texas
$205K +$205K +1,002 New
9 10
11
12 13