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Lithia Motors
LAD

Overview Fund Activity

353 hedge funds and large institutions have $5.1B invested in Lithia Motors in 2020 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 64 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+87
Holders Change %
+32.71%
% of All Funds
7.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
119
Increased
64
Reduced
137
Closed
31
Calls
$50.3M
Puts
$20M
Net Calls
+$30.3M
Net Calls Change
+$19.6M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$121M
2
AllianceBernstein
AllianceBernstein
Tennessee
$126M
3
Invesco
Invesco
Georgia
$80.3M
4
Victory Capital Management
Victory Capital Management
Texas
$47.3M
5
WRF
Waddell & Reed Financial
Kansas
$35.2M

Top Sellers

1
BlackRock
BlackRock
New York
$553M
2
Vanguard Group
Vanguard Group
Pennsylvania
$440M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$80.9M
4
Boston Partners
Boston Partners
Massachusetts
$84.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
301
Contravisory Investment Management
Massachusetts
$62K – – –
HFM
302
Harvest Fund Management
China
$59K +$59K +212 New
AIC
303
Archer Investment Corporation
Indiana
$51.1K – – –
NFG
304
Next Financial Group
Texas
$50K +$50K +216 New
PCG
305
Private Capital Group
Connecticut
$46K +$451 +2 +1%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
FHA
307
First Horizon Advisors
Tennessee
$44K -$13.4K -60 -23%
GI
308
Gradient Investments
Minnesota
$41K – – –
GT
309
Glenmede Trust
Pennsylvania
$37K -$40.1K -180 -52%
VI
310
Vestcor Inc
New Brunswick, Canada
$36K – – –
FMP
311
Financial Management Professionals
Texas
$36K +$36K +160 New
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
UFF
313
USA Financial Formulas
Michigan
$33K +$33K +145 New
APA
314
American Portfolios Advisors
New York
$31.7K +$31.7K +139 New
PFWA
315
Paces Ferry Wealth Advisors
Georgia
$31K +$31K +137 New
SFPG
316
Stonebridge Financial Planning Group
Florida
$27K – – –
GRP
317
Global Retirement Partners
California
$26K -$4.33K -19 -14%
AIL
318
AGF Investments LLC
Ontario, Canada
$26K +$19.7K +88 +314%
ASN
319
Advisory Services Network
Georgia
$26K +$26K +112 New
LF
320
Lee Financial
Texas
$18K – – –
QCG
321
Quadrant Capital Group
Ohio
$18K – – –
PMFA
322
Plante Moran Financial Advisors
Michigan
$18K +$18K +77 New
FMT
323
First Mercantile Trust
Tennessee
$17K +$17K +65 New
GAM
324
Gemmer Asset Management
California
$16K – – –
S
325
SignatureFD
Georgia
$11K +$3.52K +16 +47%
11 12
13
14 15