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Lithia Motors
LAD

Overview Fund Activity

422 hedge funds and large institutions have $8.87B invested in Lithia Motors in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+20
Holders Change %
+4.98%
% of All Funds
7.41%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
59
Increased
150
Reduced
144
Closed
37
Calls
$138M
Puts
$156M
Net Calls
-$18M
Net Calls Change
-$17.2M

Top Buyers

1
SHCM
1
Sachem Head Capital Management
New York
$134M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.3M
3
LAM
3
Lyrical Asset Management
New York
$242M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$52M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$202M
2
ACM
2
Anomaly Capital Management
New York
$0
3
FAM
3
Fred Alger Management
New York
$169M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$98.2M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
276
Apogem Capital
New York
$600K +$265K +836 +79%
PA
277
Profund Advisors
Maryland
$585K -$67.5K -213 -10%
SAM
278
Shell Asset Management
Netherlands
$582K -$25.4K -80 -4%
MYIA
279
Mount Yale Investment Advisors
Colorado
$581K +$41.3K +130 +8%
EF
280
Empirical Finance
Pennsylvania
$570K +$570K +1,798 New
RFC
281
Regions Financial Corp
Alabama
$526K -$5.71K -18 -1%
KAS
282
Kemnay Advisory Services
New York
$517K -$197K -623 -28%
WMSA
283
Weiss Multi-Strategy Advisers
New York
$501K +$501K +1,581 New
FHB
284
First Hawaiian Bank
Hawaii
$477K -$3.17K -10 -0.7%
MCM
285
Moore Capital Management
New York
$476K -$714K -2,250 -60%
HTC
286
Haverford Trust Company
Pennsylvania
$476K -$154K -485 -24%
SCM
287
Shelton Capital Management
Colorado
$476K – – –
PCM
288
Prelude Capital Management
New York
$454K +$234K +738 +106%
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$443K +$4.12K +13 +0.9%
VPIM
290
Vanguard Personalized Indexing Management
California
$424K +$424K +1,336 New
MML Investors Services
291
MML Investors Services
Massachusetts
$422K +$28.2K +89 +7%
FIM
292
Freedom Investment Management
Connecticut
$413K +$42.1K +133 +11%
PRC
293
Pearl River Capital
Michigan
$409K +$409K +1,291 New
WAM
294
World Asset Management
Michigan
$401K -$2.22K -7 -0.5%
NIPH
295
NN Investment Partners Holdings
Netherlands
$392K -$53.9K -170 -12%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$392K +$72.6K +229 +23%
M&T Bank
297
M&T Bank
New York
$388K -$27K -85 -7%
DADC
298
D.A. Davidson & Co
Montana
$388K +$388K +1,224 New
SSWM
299
Sheets Smith Wealth Management
North Carolina
$384K – – –
MFS
300
Mirabella Financial Services
United Kingdom
$379K +$379K +1,195 New
10 11
12
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