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Lithia Motors
LAD

Overview Fund Activity

387 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+19
Holders Change %
+5.16%
% of All Funds
6.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
114
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$49.6M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M
3
Norges Bank
Norges Bank
Norway
$109M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$145M
5
ACM
Abrams Capital Management
Massachusetts
$706M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$261M
2
Millennium Management
Millennium Management
New York
$8.38M
3
RRAM
River Road Asset Management
Kentucky
$24.9M
4
FCM
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
Addison Advisors
Vermont
$29.5K – – –
CFGS
327
Concourse Financial Group Securities
Alabama
$28.9K +$886 +3 +3%
LFA
328
LGT Financial Advisors
Texas
$27.2K +$27.2K +92 New
PMFA
329
Plante Moran Financial Advisors
Michigan
$22.7K – – –
LF
330
Lee Financial
Texas
$20.7K – – –
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$19.8K -$591 -2 -3%
BTI
332
Blue Trust Inc
Georgia
$19K +$10.3K +33 +118%
RTC
333
Riverview Trust Company
Washington
$17.7K – – –
LC
334
Lindbrook Capital
California
$15.7K +$295 +1 +2%
WBC
335
West Branch Capital
Massachusetts
$13.3K – – –
BAAM
336
Baker Avenue Asset Management
California
$11.8K +$7.09K +24 +150%
WTC
337
WhitTier Trust Company
Nevada
$11.8K – – –
SFG
338
Steward Financial Group
Texas
$11K +$1.16K +4 +12%
GRP
339
Global Retirement Partners
California
$10.4K +$1.4K +5 +16%
CT
340
Clearstead Trust
Maine
$10K +$10K +34 New
C
341
Covestor
United Kingdom
$9K – – –
Loomis, Sayles & Company
342
Loomis, Sayles & Company
Massachusetts
$9K +$2.32K +8 +35%
AA
343
Ancora Advisors
Ohio
$8.57K – – –
CPG
344
Cornerstone Planning Group
New Jersey
$8.38K – – –
IFAM
345
Institutional & Family Asset Management
Colorado
$8.27K – – –
Bessemer Group
346
Bessemer Group
New Jersey
$8K +$276 +1 +4%
FRA
347
Front Row Advisors
California
$7.97K -$295 -1 -4%
BIA
348
Bell Investment Advisors
California
$7.68K +$2.66K +9 +53%
HCM
349
Hollencrest Capital Management
California
$7.38K – – –
PPC
350
Park Place Capital
Alabama
$6.79K – – –
12 13
14
15 16