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Lithia Motors
LAD

Overview Fund Activity

353 hedge funds and large institutions have $5.1B invested in Lithia Motors in 2020 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 64 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+87
Holders Change %
+32.71%
% of All Funds
7.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
119
Increased
64
Reduced
137
Closed
31
Calls
$50.3M
Puts
$20M
Net Calls
+$30.3M
Net Calls Change
+$19.6M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$121M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$126M
3
Invesco
3
Invesco
Georgia
$80.3M
4
Victory Capital Management
4
Victory Capital Management
Texas
$47.3M
5
WRF
5
Waddell & Reed Financial
Kansas
$35.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$553M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$440M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$80.9M
4
Boston Partners
4
Boston Partners
Massachusetts
$84.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
276
Navellier & Associates
Nevada
$250K +$250K +1,098 New
Grantham, Mayo, Van Otterloo & Co (GMO)
277
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$239K -$396K -1,735 -62%
GHA
278
GW Henssler & Associates
Georgia
$239K -$100K -440 -30%
William Blair & Company
279
William Blair & Company
Illinois
$237K +$237K +1,038 New
CCM
280
Coldstream Capital Management
Washington
$234K +$234K +1,025 New
SCM
281
Shelton Capital Management
Colorado
$231K -$139K -608 -37%
Macquarie Group
282
Macquarie Group
Australia
$229K – – –
JF
283
Jump Financial
Illinois
$227K +$227K +996 New
V
284
Veritable
Delaware
$213K +$213K +933 New
PHK
285
Point72 Hong Kong
Hong Kong
$211K +$211K +925 New
B
286
Bailard
California
$205K +$205K +900 New
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$201K +$201K +884 New
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$193K -$73.5K -298 -28%
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$156K +$114K +500 +270%
Acadian Asset Management
290
Acadian Asset Management
Massachusetts
$141K +$141K +619 New
QT
291
Quantbot Technologies
New York
$115K +$115K +508 New
Lazard Asset Management
292
Lazard Asset Management
New York
$112K -$48.3K -212 -30%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$103K +$34.3K +151 +50%
PFBT
294
Parkside Financial Bank & Trust
Missouri
$96K -$65.3K -285 -40%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$81K +$54.2K +237 +203%
ICM
296
Islay Capital Management
Texas
$80K -$271K -1,186 -77%
EIP
297
Ellis Investment Partners
Pennsylvania
$74K – – –
AssetMark Inc
298
AssetMark Inc
California
$69K -$14.9K -65 -18%
NFSG
299
Newbridge Financial Services Group
Florida
$68K +$68K +300 New
C
300
Cerebellum
California
$66K +$66K +288 New
10 11
12
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