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Lithia Motors
LAD

Overview Fund Activity

424 hedge funds and large institutions have $8.39B invested in Lithia Motors in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.71%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
65
Increased
156
Reduced
137
Closed
66
Calls
$66.1M
Puts
$82M
Net Calls
-$16M
Net Calls Change
+$37.4M

Top Buyers

1
BWA
1
Brave Warrior Advisors
New York
$266M
2
Harris Associates
2
Harris Associates
Illinois
$234M
3
Royal London Asset Management
3
Royal London Asset Management
United Kingdom
$93.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$196M
5
MP
5
MFN Partners
Massachusetts
$225M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$95.1M
2
Millennium Management
2
Millennium Management
New York
$11.7M
3
FAM
3
Fred Alger Management
New York
$0
4
BlackRock
4
BlackRock
New York
$741M
5
HRCM
5
Hawk Ridge Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
326
Hennion & Walsh Asset Management
New Jersey
$219K +$16.5K +55 +8%
AP
327
Advisor Partners
California
$218K +$218K +725 New
Wolverine Trading
328
Wolverine Trading
Illinois
$215K -$195K -611 -48%
AssetMark Inc
329
AssetMark Inc
California
$215K +$92K +306 +75%
MTC
330
McDaniel Terry & Co
Texas
$210K +$210K +701 New
OAM
331
Origin Asset Management
United Kingdom
$209K – – –
JSW
332
Journey Strategic Wealth
New Jersey
$206K +$206K +685 New
ACM
333
Aquatic Capital Management
Illinois
$180K +$180K +600 New
AS
334
Altshuler Shaham
Israel
$179K +$21K +70 +13%
FPS
335
Fieldpoint Private Securities
Connecticut
$154K +$3K +10 +2%
CF
336
Centaurus Financial
California
$150K +$150K +500 New
AIM
337
Anchor Investment Management
South Carolina
$143K +$143K +475 New
C
338
Covestor
United Kingdom
$124K +$66.8K +222 +117%
SPIA
339
Steward Partners Investment Advisory
New York
$122K +$111K +368 +995%
APA
340
American Portfolios Advisors
New York
$110K – – –
National Bank of Canada
341
National Bank of Canada
Quebec, Canada
$104K +$75.1K +250 +260%
GC
342
Globeflex Capital
California
$103K +$103K +343 New
Acadian Asset Management
343
Acadian Asset Management
Massachusetts
$102K -$313K -1,046 -75%
EIP
344
Ellis Investment Partners
Pennsylvania
$97K – – –
GRP
345
Global Retirement Partners
California
$96K +$96K +344 New
NFSG
346
Newbridge Financial Services Group
Florida
$90K – – –
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$82K +$35.1K +118 +75%
IA
348
IFP Advisors
Florida
$76K +$11.8K +90 +18%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$71K +$23.9K +79 +51%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$62K -$572K -1,892 -90%
12 13
14
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