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Lithia Motors
LAD

Overview Fund Activity

388 hedge funds and large institutions have $10B invested in Lithia Motors in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+21
Holders Change %
+5.72%
% of All Funds
6.83%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
69
Increased
106
Reduced
175
Closed
45
Calls
$81.3M
Puts
$91.4M
Net Calls
-$10.2M
Net Calls Change
-$34.9M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$127M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$987M
4
BlackRock
4
BlackRock
New York
$1.25B
5
Invesco
5
Invesco
Georgia
$341M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$365M
2
Boston Partners
2
Boston Partners
Massachusetts
$16.2M
3
FAM
3
Fred Alger Management
New York
$96.9M
4
MWNA
4
Marshall Wace North America
New York
$0
5
PWAM
5
Park West Asset Management
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
351
Plante Moran Financial Advisors
Michigan
$40K +$9.8K +25 +32%
T
352
TOBAM
France
$36K +$36K +93 New
TWA
353
TCI Wealth Advisors
Arizona
$33K +$18.9K +48 +133%
QCG
354
Quadrant Capital Group
Ohio
$32K +$386 +1 +1%
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$31K +$7.75K +20 +33%
LF
356
Lee Financial
Texas
$27K -$3.86K -10 -13%
GAM
357
Gemmer Asset Management
California
$27K – – –
AIG
358
American International Group
New York
$25.2K +$387 +991 +2%
PCM
359
Penserra Capital Management
California
$23K +$3.02K +8 +15%
S
360
SignatureFD
Georgia
$21K +$1.98K +5 +10%
JWM
361
Janiczek Wealth Management
Colorado
$18K +$2.4K +6 +15%
GWM
362
Geneos Wealth Management
Colorado
$16K -$2.29K -6 -13%
SPIA
363
Steward Partners Investment Advisory
New York
$14.4K – – –
CFGS
364
Concourse Financial Group Securities
Alabama
$12K +$1.2K +3 +11%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$11K -$124K -315 -92%
GRP
366
Global Retirement Partners
California
$11K -$38.1K -97 -78%
FRA
367
Front Row Advisors
California
$11K -$2.04K -5 -16%
IFAM
368
Institutional & Family Asset Management
Colorado
$10K -$400 -1 -4%
ST
369
Smithfield Trust
Pennsylvania
$8K – – –
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$7K +$1.75K +5 +33%
AIC
371
Ameritas Investment Company
Nebraska
$6.63K +$6.63K +17 New
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.24K – – –
ADIM
373
Alpha DNA Investment Management
Maryland
$6K -$163K -434 -96%
HR
374
Howe & Rusling
New York
$6K -$1.13K -3 -16%
BAM
375
Bellevue Asset Management
Washington
$6K -$800 -2 -12%
13 14
15
16 17