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Lithia Motors
LAD

Overview Fund Activity

402 hedge funds and large institutions have $9.75B invested in Lithia Motors in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+14
Holders Change %
+3.61%
% of All Funds
7.02%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
64
Increased
152
Reduced
135
Closed
47
Calls
$144M
Puts
$144M
Net Calls
-$759K
Net Calls Change
+$9.4M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$255M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$277M
3
Millennium Management
3
Millennium Management
New York
$131M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$993M
5
SCA
5
Southpoint Capital Advisors
New York
$249M

Top Sellers

1
BlackRock
1
BlackRock
New York
$941M
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.6M
4
Northern Trust
4
Northern Trust
Illinois
$91.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIPH
276
NN Investment Partners Holdings
Netherlands
$484K +$484K +1,407 New
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$476K -$465K -1,352 -49%
HMS
278
Hanseatic Management Services
New Mexico
$462K +$15.1K +44 +3%
M&T Bank
279
M&T Bank
New York
$448K +$448K +1,306 New
FF
280
FourThought Financial
Florida
$443K -$162K -471 -27%
WAM
281
World Asset Management
Michigan
$437K – – –
MML Investors Services
282
MML Investors Services
Massachusetts
$428K -$6.19K -18 -1%
SSWM
283
Sheets Smith Wealth Management
North Carolina
$416K – – –
SCM
284
Silvant Capital Management
Georgia
$410K – – –
FIM
285
Freedom Investment Management
Connecticut
$402K +$11.7K +34 +3%
CIS
286
Connors Investor Services
Pennsylvania
$363K -$172K -500 -32%
AC
287
Apogem Capital
New York
$363K -$10.3K -30 -3%
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$346K – – –
NA
289
Navellier & Associates
Nevada
$345K -$4.12K -12 -1%
BC
290
Bridgefront Capital
Texas
$344K -$224K -652 -39%
CI
291
Cigna Investments
Connecticut
$344K +$5.51K +16 +2%
BDF
292
Balasa Dinverno & Foltz
$331K -$3.1K -9 -0.9%
RHJA
293
Rice Hall James & Associates
California
$328K – – –
RSC
294
Red Spruce Capital
Pennsylvania
$324K +$324K +944 New
KPWS
295
Kestra Private Wealth Services
Texas
$323K -$10.3K -30 -3%
CCM
296
Coldstream Capital Management
Washington
$322K -$11K -32 -3%
II
297
Inspire Investing
Idaho
$318K +$9.64K +28 +3%
FA
298
FDx Advisors
Illinois
$317K +$120K +350 +61%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$305K +$10.3K +30 +4%
FCBT
300
First Citizens Bank & Trust
North Carolina
$296K -$123K -356 -29%
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12
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