LAD icon

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 %
TRCT
251
Tower Research Capital (TRC)
New York
$568K -$526K -1,471 -48%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$565K +$132K +369 +30%
US Bancorp
253
US Bancorp
Minnesota
$564K +$2.5K +7 +0.4%
SCM
254
Sterling Capital Management
North Carolina
$557K +$188K +525 +51%
Mariner
255
Mariner
Kansas
$527K +$15K +42 +3%
Truist Financial
256
Truist Financial
North Carolina
$520K +$78.3K +219 +18%
MYIA
257
Mount Yale Investment Advisors
Colorado
$513K -$12.9K -36 -2%
OQS
258
Occudo Quantitative Strategies
Florida
$508K -$828K -2,316 -62%
WC
259
Wexford Capital
Florida
$503K -$67.9K -190 -12%
B
260
Bailard
California
$501K +$501K +1,402 New
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$500K -$50K -140 -9%
OPS
262
Orion Portfolio Solutions
Nebraska
$492K +$8.94K +25 +2%
BCI
263
Brinker Capital Investments
Pennsylvania
$492K +$8.94K +25 +2%
DT
264
Diversified Trust
Tennessee
$481K +$715 +2 +0.1%
AssetMark Inc
265
AssetMark Inc
California
$468K -$2.15K -6 -0.5%
AI
266
AdvisorShares Investments
Maryland
$465K +$465K +1,300 New
ACM
267
Aster Capital Management
United Arab Emirates
$461K +$461K +1,291 New
ProShare Advisors
268
ProShare Advisors
Maryland
$445K +$28.2K +79 +7%
GC
269
Guggenheim Capital
Illinois
$432K -$57.9K -162 -12%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$428K -$60.1K -168 -12%
BC
271
Burney Company
Virginia
$426K -$193K -540 -31%
EC
272
EntryPoint Capital
New York
$422K -$41.1K -115 -9%
DADC
273
D.A. Davidson & Co
Montana
$413K -$81.9K -229 -17%
IP
274
Isthmus Partners
Wisconsin
$410K +$17.9K +50 +5%
VWM
275
Venturi Wealth Management
Texas
$407K +$104K +291 +34%
9 10
11
12 13