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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
276
Connors Investor Services
Pennsylvania
$317K – – –
QCM
277
Qsemble Capital Management
New York
$316K +$316K +1,051 New
OWM
278
OneAscent Wealth Management
Alabama
$315K -$41.5K -138 -12%
CW
279
CreativeOne Wealth
Kansas
$314K +$23.5K +78 +8%
DI
280
Dalton Investments
Nevada
$301K – – –
RFC
281
Regions Financial Corp
Alabama
$297K -$153K -507 -34%
N
282
Numerai
California
$292K -$413K -1,372 -59%
CCM
283
Coldstream Capital Management
Washington
$290K -$154K -513 -35%
SRL
284
Scientech Research LLC
New Jersey
$290K +$290K +963 New
IFU
285
iSAM Funds (UK)
United Kingdom
$287K +$287K +953 New
PF
286
Phoenix Financial
Israel
$285K +$285K +950 New
EI
287
Ethic Inc
New York
$285K +$2.71K +9 +1%
HTC
288
Haverford Trust Company
Pennsylvania
$285K -$210K -697 -42%
FAM
289
Fred Alger Management
New York
$279K +$279K +929 New
EGM
290
Engineers Gate Manager
New York
$279K +$279K +928 New
OA
291
Oracle Alpha
Ontario, Canada
$265K -$8.73K -29 -3%
Corient Private Wealth
292
Corient Private Wealth
Florida
$262K +$27.4K +91 +12%
IP
293
Isthmus Partners
Wisconsin
$262K – – –
MGIA
294
Moneta Group Investment Advisors
Missouri
$259K +$11.1K +37 +4%
William Blair & Company
295
William Blair & Company
Illinois
$251K -$15.3K -51 -6%
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$248K +$10.6K +40 +4%
CPC
297
Consolidated Planning Corp
Georgia
$244K +$244K +812 New
PA
298
Profund Advisors
Maryland
$239K +$9.33K +31 +4%
TCMP
299
Thrive Capital Management (Pennsylvania)
Pennsylvania
$236K +$236K +785 New
OAM
300
Oxford Asset Management
United Kingdom
$235K +$235K +780 New
10 11
12
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