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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
$206M
2
CM
Conifer Management
New York
$213M
3
Millennium Management
Millennium Management
New York
$68.6M
4
Harris Associates
Harris Associates
Illinois
$501M
5
EAM
Eventide Asset Management
Massachusetts
$74.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$136M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.16M
4
Invesco
Invesco
Georgia
$27.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
Montag & Associates
Georgia
$58.1K -$38K -125 -40%
CIM
302
Contravisory Investment Management
Massachusetts
$55.3K – – –
GI
303
Gradient Investments
Minnesota
$54.7K – – –
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$53.2K -$21.9K -72 -29%
AI
305
AXS Investments
New York
$53.2K +$53.2K +175 New
AIM
306
Anchor Investment Management
South Carolina
$45.6K -$167K -550 -79%
PCM
307
Penserra Capital Management
California
$40K -$4.21K -14 -10%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$36K +$9.3K +31 +35%
HCA
309
Harbor Capital Advisors
Illinois
$33.1K +$33.1K +109 New
HNB
310
Huntington National Bank
Ohio
$30.7K +$4.26K +14 +16%
AA
311
Addison Advisors
Vermont
$30.4K – – –
CFGS
312
Concourse Financial Group Securities
Alabama
$28.9K +$3.04K +10 +12%
PMFA
313
Plante Moran Financial Advisors
Michigan
$23.4K – – –
LF
314
Lee Financial
Texas
$21.3K – – –
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$21K -$2.13K -7 -9%
RTC
316
Riverview Trust Company
Washington
$18.2K – – –
LC
317
Lindbrook Capital
California
$15.8K +$2.74K +9 +21%
AW
318
Avion Wealth
Texas
$15K +$15K +50 New
WBC
319
West Branch Capital
Massachusetts
$13.7K – – –
WTC
320
WhitTier Trust Company
Nevada
$12.2K +$1.22K +4 +11%
CCA
321
Column Capital Advisors
Indiana
$11.9K – – –
ETC
322
Exchange Traded Concepts
Oklahoma
$10.3K -$14K -46 -58%
C
323
Covestor
United Kingdom
$10K -$323 -1 -3%
SFG
324
Steward Financial Group
Texas
$10K +$10K +34 New
GRP
325
Global Retirement Partners
California
$9.73K – – –
11 12
13
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