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Lithia Motors
LAD

Overview Fund Activity

368 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
49
Increased
115
Reduced
148
Closed
53
Calls
$116M
Puts
$102M
Net Calls
+$14.2M
Net Calls Change
+$1.19M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$104M
2
CM
Conifer Management
New York
+$60.8M
3
Millennium Management
Millennium Management
New York
+$52.9M
4
Harris Associates
Harris Associates
Illinois
+$43.9M
5
EAM
Eventide Asset Management
Massachusetts
+$36.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$29.5M
4
Invesco
Invesco
Georgia
-$26.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
276
Winton Group
United Kingdom
$225K -$643K -2,113 -74%
Bank of Nova Scotia
277
Bank of Nova Scotia
Ontario, Canada
$223K +$223K +732 New
HWAM
278
Hennion & Walsh Asset Management
New Jersey
$222K +$222K +730 New
DU
279
Delphia (USA)
Ontario, Canada
$222K +$222K +728 New
SI
280
Stephens Inc
Arkansas
$221K -$1.04M -3,430 -83%
MAA
281
Mraz Amerine & Associates
California
$216K +$216K +711 New
AAS
282
Avantax Advisory Services
Texas
$216K +$216K +711 New
GCP
283
GSA Capital Partners
United Kingdom
$210K -$116K -382 -36%
William Blair & Company
284
William Blair & Company
Illinois
$208K +$208K +685 New
CG
285
Cutler Group
California
$174K -$137K -450 -44%
HCM
286
Highlander Capital Management
New Jersey
$152K – – –
CMBA
287
C.M. Bidwell & Associates
Hawaii
$151K +$151K +497 New
TCOV
288
Trust Company of Vermont
Vermont
$144K -$20.4K -67 -12%
QCG
289
Quadrant Capital Group
Ohio
$140K -$7.91K -26 -5%
CCP
290
Carmel Capital Partners
California
$109K – – –
S
291
SignatureFD
Georgia
$102K +$25.8K +85 +34%
NFSG
292
Newbridge Financial Services Group
Florida
$91.2K – – –
Nomura Asset Management
293
Nomura Asset Management
Japan
$87K – – –
SPIA
294
Steward Partners Investment Advisory
New York
$85.2K – – –
EWA
295
EverSource Wealth Advisors
Alabama
$76K +$72.1K +237 +1,823%
HT
296
Headlands Technologies
Illinois
$74.5K +$74.5K +245 New
Nisa Investment Advisors
297
Nisa Investment Advisors
Missouri
$71.8K – – –
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$60K -$8.83K -29 -13%
SOW
299
State of Wyoming
Wyoming
$59.6K +$15.5K +51 +35%
FHA
300
First Horizon Advisors
Tennessee
$58.4K – – –
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