LAD icon

Lithia Motors
LAD

Overview Fund Activity

403 hedge funds and large institutions have $8.8B invested in Lithia Motors in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+28
Holders Change %
+7.47%
% of All Funds
5.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
82
Increased
130
Reduced
138
Closed
51
Calls
$105M
Puts
$57.3M
Net Calls
+$47.2M
Net Calls Change
+$49.6M

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$73.1M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$72.5M
3
SCM
3
Steadfast Capital Management
New York
$61.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$105M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$371M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$0
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$97.5M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$0
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$2.58M
5
Invesco
5
Invesco
Georgia
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
326
Montag & Associates
Georgia
$55.6K – – –
HWM
327
Hemington Wealth Management
Virginia
$55K +$55K +166 New
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$52K +$2.55K +8 +5%
BTI
329
Blue Trust Inc
Georgia
$50.5K +$16.7K +66 +49%
Citadel Advisors
330
Citadel Advisors
Florida
$45.4K -$7.88M -24,798 -99%
GI
331
GAMMA Investing
California
$40.7K +$3.81K +12 +10%
PCM
332
Penserra Capital Management
California
$40K +$317 +1 +0.8%
JWA
333
JFS Wealth Advisors
Pennsylvania
$39.1K +$318 +1 +0.8%
VSQM
334
V-Square Quantitative Management
Illinois
$34.6K +$34.6K +109 New
HNB
335
Huntington National Bank
Ohio
$34K +$635 +2 +2%
AF
336
Allworth Financial
California
$32.4K -$953 -3 -3%
AA
337
Addison Advisors
Vermont
$31.8K – – –
LFA
338
LGT Financial Advisors
Texas
$29.2K – – –
GXJ
339
Global X Japan
Japan
$25.4K -$3.18K -10 -11%
PMFA
340
Plante Moran Financial Advisors
Michigan
$24.5K – – –
Optiver Holding
341
Optiver Holding
Netherlands
$24.5K +$24.5K +77 New
SAM
342
Smartleaf Asset Management
Massachusetts
$24.1K +$11.6K +36 +92%
UB
343
UMB Bank
Missouri
$23.2K +$18.1K +57 +356%
DMBA
344
Deseret Mutual Benefit Administrators
Utah
$21.3K +$8.89K +28 +72%
NA
345
NewEdge Advisors
Louisiana
$20.8K -$248K -785 -92%
RCMC
346
RK Capital Management (Colorado)
Colorado
$20.3K +$20.3K +64 New
LC
347
Lindbrook Capital
California
$20K +$2.54K +8 +15%
Bessemer Group
348
Bessemer Group
New Jersey
$20K +$952 +3 +5%
RTC
349
Riverview Trust Company
Washington
$19.1K – – –
Mitsubishi UFJ Asset Management
350
Mitsubishi UFJ Asset Management
Japan
$17.2K – – –
12 13
14
15 16