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Lithia Motors
LAD

Overview Fund Activity

375 hedge funds and large institutions have $6.96B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 82 closing their positions.

Holders
375
Holders Change
-39
Holders Change %
-9.42%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
50
Increased
130
Reduced
138
Closed
82
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M
2
RRAM
2
River Road Asset Management
Kentucky
$72.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$257M
4
AI
4
Advent International
Massachusetts
$35.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$33.5M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$225M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.1M
4
CCM
4
Cadian Capital Management
New York
$35.8M
5
SIM
5
SRS Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
326
Global Retirement Partners
California
$9.85K +$505 +2 +5%
DMBA
327
Deseret Mutual Benefit Administrators
Utah
$9.85K +$9.85K +39 New
SAM
328
Smartleaf Asset Management
Massachusetts
$9.8K +$4.27K +17 +77%
PS
329
Principal Securities
Iowa
$9.34K -$757 -3 -8%
IFAM
330
Institutional & Family Asset Management
Colorado
$9.34K +$2.27K +9 +32%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$8.33K +$5.3K +21 +175%
C
332
Covestor
United Kingdom
$8K -$267 -1 -3%
AA
333
Ancora Advisors
Ohio
$7.32K – – –
BIA
334
Bell Investment Advisors
California
$7.07K – – –
PA
335
Parallel Advisors
California
$6.82K +$3.28K +13 +93%
HCM
336
Hollencrest Capital Management
California
$6.31K – – –
CPG
337
Cornerstone Planning Group
New Jersey
$6.23K – – –
FFA
338
Frazier Financial Advisors
Ohio
$5.3K – – –
PFBT
339
Parkside Financial Bank & Trust
Missouri
$5.05K -$1.01K -4 -17%
ST
340
Smithfield Trust
Pennsylvania
$5K – – –
HWM
341
HighMark Wealth Management
Minnesota
$4.54K – – –
VWM
342
Venturi Wealth Management
Texas
$4.29K +$758 +3 +21%
UB
343
UMB Bank
Missouri
$4.04K +$2.02K +8 +100%
WTA
344
Washington Trust Advisors
Massachusetts
$3.79K – – –
CTC
345
Cetera Trust Company
Minnesota
$3.79K – – –
FFO
346
Fortitude Family Office
Arizona
$3.53K +$3.53K +14 New
RWMG
347
Redwood Wealth Management Group
New Jersey
$3.53K +$3.53K +14 New
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$3.03K – – –
CAL
349
Capital Advisors Ltd
Ohio
$3K – – –
FFA
350
Farther Finance Advisors
California
$2.52K +$1.26K +5 +100%
12 13
14
15 16