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Lithia Motors
LAD

Overview Fund Activity

313 hedge funds and large institutions have $3.39B invested in Lithia Motors in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+27
Holders Change %
+9.44%
% of All Funds
6.18%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
59
Increased
96
Reduced
118
Closed
22
Calls
$13.3M
Puts
$16.7M
Net Calls
-$3.34M
Net Calls Change
+$845K

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$31.4M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$21.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$22.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$368M
5
HAI
Hennessy Advisors Inc
California
$12.7M

Top Sellers

1
PWAM
Park West Asset Management
California
$0
2
CGM
Capital Growth Management
Massachusetts
$23.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$45M
4
Franklin Resources
Franklin Resources
California
$22.2M
5
Boston Partners
Boston Partners
Massachusetts
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
276
Great Diamond Partners
Maine
$24K +$24K +167 New
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$18K -$1.87K -13 -9%
GRP
278
Global Retirement Partners
California
$17K -$2.02K -14 -11%
SQA
279
Simon Quick Advisors
New Jersey
$17K +$17K +116 New
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
SFPG
281
Stonebridge Financial Planning Group
Florida
$15K +$15K +100 New
LF
282
Lee Financial
Texas
$12K – – –
KPW
283
Kore Private Wealth
New York
$12K +$12K +85 New
AIL
284
AGF Investments LLC
Ontario, Canada
$10K -$543K -3,583 -98%
HNB
285
Huntington National Bank
Ohio
$10K -$4.27K -29 -30%
GAM
286
Gemmer Asset Management
California
$10K – – –
AP
287
Americana Partners
Texas
$9K +$9K +68 New
TFO
288
Tarbox Family Office
California
$7K – – –
FHA
289
Flagship Harbor Advisors
Massachusetts
$6K – – –
ACM
290
Allred Capital Management
Texas
$5.29K +$5.29K +36 New
SIAS
291
Shine Investment Advisory Services
Colorado
$5K -$6.29K -44 -56%
FRA
292
Front Row Advisors
California
$5K -$278 -2 -5%
SPIA
293
Steward Partners Investment Advisory
New York
$5K – – –
BL
294
Balentine LLC
Georgia
$4K – – –
HGWM
295
Harvest Group Wealth Management
Massachusetts
$4K – – –
CFGS
296
Concourse Financial Group Securities
Alabama
$4K +$2.8K +21 +233%
JSC
297
Jackson Square Capital
California
$4K +$4K +25 New
MIM
298
Macroview Investment Management
Maryland
$3K +$3K +18 New
CI
299
Cordant Inc
Oregon
$3K +$3K +19 New
AF
300
Advisornet Financial
Minnesota
$2K -$1.77K -15 -47%
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12
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