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Lithia Motors
LAD

Overview Fund Activity

441 hedge funds and large institutions have $10B invested in Lithia Motors in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 126 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
5.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
92
Increased
126
Reduced
161
Closed
48
Calls
$43.5M
Puts
$41.9M
Net Calls
+$1.64M
Net Calls Change
-$45.6M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$113M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$124M
3
SCM
3
Steadfast Capital Management
New York
$165M
4
Holocene Advisors
4
Holocene Advisors
New York
$72.9M
5
UBS Group
5
UBS Group
Switzerland
$83.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.35M
2
BWA
2
Brave Warrior Advisors
New York
$219M
3
CM
3
Conifer Management
New York
$179M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$62M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$308K +$15K +42 +5%
Wealth Enhancement Advisory Services
302
Wealth Enhancement Advisory Services
Minnesota
$302K +$22.9K +64 +8%
Cerity Partners
303
Cerity Partners
New York
$300K -$53.7K -155 -15%
SIC
304
Sage Investment Counsel
Tennessee
$298K +$298K +835 New
WAM
305
Weiss Asset Management
Massachusetts
$291K +$291K +815 New
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$290K -$24K -67 -8%
SRL
307
Scientech Research LLC
New Jersey
$285K +$285K +796 New
VA
308
Vident Advisory
Georgia
$279K +$11.4K +32 +4%
PAM
309
Panagora Asset Management
Massachusetts
$278K – – –
FCBT
310
First Citizens Bank & Trust
North Carolina
$274K +$35.4K +99 +15%
VT
311
Vise Technologies
New York
$271K +$271K +758 New
IC
312
Innealta Capital
Texas
$261K -$105K -293 -29%
HWAM
313
Hennion & Walsh Asset Management
New Jersey
$261K – – –
IA
314
Inspire Advisors
Idaho
$252K -$23.6K -66 -9%
BEI
315
Benjamin Edwards Inc
Missouri
$250K +$13.2K +37 +6%
SW
316
SVB Wealth
Massachusetts
$249K +$249K +698 New
Jones Financial Companies
317
Jones Financial Companies
Missouri
$249K +$51.9K +145 +26%
WWM
318
Whalen Wealth Management
Nevada
$248K +$248K +693 New
EF
319
Empowered Funds
Pennsylvania
$247K +$247K +692 New
SI
320
Stephens Inc
Arkansas
$246K -$2.5K -7 -1%
MGIA
321
Moneta Group Investment Advisors
Missouri
$241K -$1.43K -4 -0.6%
CCM
322
Coldstream Capital Management
Washington
$237K -$11.4K -32 -5%
William Blair & Company
323
William Blair & Company
Illinois
$236K – – –
MYAM
324
Meiji Yasuda Asset Management
Japan
$232K -$2.86K -8 -1%
ECM
325
Everence Capital Management
Indiana
$232K +$232K +650 New
11 12
13
14 15