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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 %
CSWM
326
Cassady Schiller Wealth Management
Ohio
$9.43K – – –
FRA
327
Front Row Advisors
California
$9K – – –
Bessemer Group
328
Bessemer Group
New Jersey
$9K +$7.39K +23 +460%
AA
329
Ancora Advisors
Ohio
$8.82K – – –
CPG
330
Cornerstone Planning Group
New Jersey
$8.62K +$8.62K +28 New
IFAM
331
Institutional & Family Asset Management
Colorado
$8.52K +$912 +3 +12%
HCM
332
Hollencrest Capital Management
California
$7.6K – – –
AF
333
Allworth Financial
California
$7.01K -$2.74K -9 -28%
Loomis, Sayles & Company
334
Loomis, Sayles & Company
Massachusetts
$7K -$10.3K -34 -60%
PPC
335
Park Place Capital
Alabama
$7K – – –
PFBT
336
Parkside Financial Bank & Trust
Missouri
$6.69K – – –
JWA
337
JFS Wealth Advisors
Pennsylvania
$6.39K -$19.2K -63 -75%
PTC
338
Private Trust Company
Ohio
$6.08K -$304 -1 -5%
BTI
339
Blue Trust Inc
Georgia
$6K -$54.4K -254 -90%
ST
340
Smithfield Trust
Pennsylvania
$6K – – –
FA
341
Fiduciary Alliance
South Carolina
$5.78K +$5.78K +19 New
BIA
342
Bell Investment Advisors
California
$5.17K -$304 -1 -6%
BAAM
343
Baker Avenue Asset Management
California
$4.87K – – –
PA
344
Parallel Advisors
California
$4.26K -$12.5K -41 -75%
HWM
345
HighMark Wealth Management
Minnesota
$4.26K -$1.22K -4 -22%
VWM
346
Venturi Wealth Management
Texas
$4.26K – – –
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$3.65K -$304 -1 -8%
WTA
348
Washington Trust Advisors
Massachusetts
$3.35K -$13.4K -44 -80%
CTA
349
Colonial Trust Advisors
South Carolina
$3.04K – – –
CAL
350
Capital Advisors Ltd
Ohio
$3K +$3K +11 New
12 13
14
15 16