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Lithia Motors
LAD

Overview Fund Activity

386 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
134
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$181M
2
Harris Associates
Harris Associates
Illinois
+$124M
3
CCM
Cadian Capital Management
New York
+$105M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$36.9M
5
Invesco
Invesco
Georgia
+$30.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$49.6M
2
1WCM
12 West Capital Management
New York
-$44.4M
3
KCM
Kensico Capital Management
Connecticut
-$33.4M
4
BWA
Brave Warrior Advisors
New York
-$19.4M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
276
Moneta Group Investment Advisors
Missouri
$271K +$1.65K +5 +0.6%
FA
277
FDx Advisors
Illinois
$263K +$263K +799 New
Corient Private Wealth
278
Corient Private Wealth
Florida
$257K +$3.29K +10 +1%
PAM
279
Panagora Asset Management
Massachusetts
$256K – – –
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$255K – – –
PA
281
Profund Advisors
Maryland
$252K +$5.6K +17 +2%
CA
282
Cetera Advisors
Colorado
$246K +$246K +746 New
IWC
283
Integrated Wealth Concepts
Massachusetts
$243K +$7.9K +24 +3%
HWAM
284
Hennion & Walsh Asset Management
New Jersey
$240K – – –
VA
285
Vident Advisory
Georgia
$237K +$237K +721 New
MAA
286
Mraz Amerine & Associates
California
$234K – – –
VI
287
Versor Investments
New York
$232K +$232K +704 New
Allspring Global Investments
288
Allspring Global Investments
North Carolina
$219K +$183K +556 +515%
SI
289
Stephens Inc
Arkansas
$216K +$216K +656 New
RJT
290
Raymond James Trust
Florida
$207K -$37.9K -115 -15%
IA
291
Inspire Advisors
Idaho
$203K +$203K +618 New
SPIA
292
Steward Partners Investment Advisory
New York
$201K +$98.8K +300 +97%
QT
293
Quantbot Technologies
New York
$173K +$173K +524 New
HCM
294
Highlander Capital Management
New Jersey
$165K – – –
QCG
295
Quadrant Capital Group
Ohio
$164K +$329 +1 +0.2%
EWA
296
EverSource Wealth Advisors
Alabama
$161K +$35.9K +109 +29%
RS
297
Rakuten Securities
Japan
$160K +$160K +485 New
KBC Group
298
KBC Group
Belgium
$147K – – –
BFEC
299
Benjamin F. Edwards & Company
Missouri
$135K +$133K +405 +5,786%
SWS
300
SYSTM Wealth Solutions
Illinois
$131K +$131K +397 New
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