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Lithia Motors
LAD

Overview Fund Activity

422 hedge funds and large institutions have $8.87B invested in Lithia Motors in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+20
Holders Change %
+4.98%
% of All Funds
7.41%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
59
Increased
150
Reduced
144
Closed
37
Calls
$138M
Puts
$156M
Net Calls
-$18M
Net Calls Change
-$17.2M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
$134M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.3M
3
LAM
Lyrical Asset Management
New York
$242M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$52M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$53M

Top Sellers

1
Invesco
Invesco
Georgia
$202M
2
ACM
Anomaly Capital Management
New York
$0
3
FAM
Fred Alger Management
New York
$169M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$98.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
326
Panagora Asset Management
Massachusetts
$244K – – –
AT
327
Arden Trust
Delaware
$243K +$7.93K +25 +3%
VWM
328
Valley Wealth Managers
New Jersey
$243K +$243K +768 New
BC
329
Bridgefront Capital
Texas
$242K -$75.5K -238 -24%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$235K -$45.5K -144 -16%
William Blair & Company
331
William Blair & Company
Illinois
$234K -$6.35K -20 -3%
CCM
332
Coldstream Capital Management
Washington
$234K +$20.3K +89 +10%
V
333
Veritable
Delaware
$227K -$20.3K -64 -8%
LCS
334
Levin Capital Strategies
New York
$222K +$222K +700 New
BCV
335
Banque Cantonale Vaudoise
Switzerland
$222K +$222K +701 New
OAM
336
Origin Asset Management
United Kingdom
$221K – – –
WCFA
337
Walkner Condon Financial Advisors
Wisconsin
$217K +$634 +2 +0.3%
Los Angeles Capital Management
338
Los Angeles Capital Management
California
$214K -$1.49M -4,703 -87%
HWAM
339
Hennion & Walsh Asset Management
New Jersey
$214K – – –
FRM
340
Fox Run Management
Connecticut
$212K +$212K +670 New
TI
341
Tidal Investments
Wisconsin
$210K +$210K +663 New
II
342
Inspire Investing
Idaho
$209K -$83.6K -264 -29%
GSWM
343
Golden State Wealth Management
California
$208K +$208K +655 New
KMWM
344
Keudell/Morrison Wealth Management
Oregon
$201K – – –
FPS
345
Fieldpoint Private Securities
Connecticut
$161K +$58.9K +186 +58%
IA
346
IFP Advisors
Florida
$156K +$52.5K +165 +51%
Lazard Asset Management
347
Lazard Asset Management
New York
$141K -$13.3K -42 -9%
APA
348
American Portfolios Advisors
New York
$117K +$73.2K +231 +169%
EIP
349
Ellis Investment Partners
Pennsylvania
$103K – – –
AWA
350
Arkadios Wealth Advisors
Georgia
$95K – – –
12 13
14
15 16