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Lithia Motors
LAD

Overview Fund Activity

374 hedge funds and large institutions have $6.6B invested in Lithia Motors in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
56
Increased
126
Reduced
124
Closed
48
Calls
$101M
Puts
$88.3M
Net Calls
+$13M
Net Calls Change
+$59.8M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$64.5M
2
Harris Associates
Harris Associates
Illinois
$344M
3
SIM
SRS Investment Management
New York
$63.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
5
EAM
Eventide Asset Management
Massachusetts
$28.7M

Top Sellers

1
BG
Baupost Group
Massachusetts
$14.9M
2
Ameriprise
Ameriprise
Minnesota
$19.1M
3
DKCM
Davidson Kempner Capital Management
New York
$5.14M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$286K
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
326
West Branch Capital
Massachusetts
$10.3K – – –
LC
327
Lindbrook Capital
California
$9.84K +$916 +4 +10%
CCA
328
Column Capital Advisors
Indiana
$8.93K – – –
WTC
329
WhitTier Trust Company
Nevada
$8.24K – – –
AF
330
Allworth Financial
California
$7.33K +$2.75K +12 +60%
TWA
331
TCI Wealth Advisors
Arizona
$7.1K -$1.6K -7 -18%
CSWM
332
Cassady Schiller Wealth Management
Ohio
$7.1K – – –
C
333
Covestor
United Kingdom
$7K – – –
GRP
334
Global Retirement Partners
California
$6.96K -$67.4K -310 -91%
BBHC
335
Brown Brothers Harriman & Co
New York
$6.87K +$6.87K +30 New
AA
336
Ancora Advisors
Ohio
$6.64K – – –
FRA
337
Front Row Advisors
California
$6K -$429 -2 -7%
IFAM
338
Institutional & Family Asset Management
Colorado
$5.72K – – –
HCM
339
Hollencrest Capital Management
California
$5.72K – – –
PPC
340
Park Place Capital
Alabama
$5.27K – – –
PFBT
341
Parkside Financial Bank & Trust
Missouri
$5.04K -$458 -2 -8%
ST
342
Smithfield Trust
Pennsylvania
$5K – – –
PTC
343
Private Trust Company
Ohio
$4.81K – – –
HWM
344
HighMark Wealth Management
Minnesota
$4.12K – – –
BIA
345
Bell Investment Advisors
California
$4.12K +$916 +4 +29%
SC
346
Schubert & Co
Texas
$4.12K +$1.83K +8 +80%
AAS
347
Ameritas Advisory Services
Nebraska
$4.1K +$4.1K +18 New
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.66K – – –
BAAM
349
Baker Avenue Asset Management
California
$3.66K – – –
VWM
350
Venturi Wealth Management
Texas
$3.21K +$3.21K +14 New
12 13
14
15 16