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Lithia Motors
LAD

Overview Fund Activity

402 hedge funds and large institutions have $9.75B invested in Lithia Motors in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+14
Holders Change %
+3.61%
% of All Funds
7.02%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
64
Increased
152
Reduced
135
Closed
47
Calls
$144M
Puts
$144M
Net Calls
-$759K
Net Calls Change
+$9.4M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$255M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$277M
3
Millennium Management
3
Millennium Management
New York
$131M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$993M
5
SCA
5
Southpoint Capital Advisors
New York
$249M

Top Sellers

1
BlackRock
1
BlackRock
New York
$941M
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$38.6M
4
Northern Trust
4
Northern Trust
Illinois
$91.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
351
Financial Management Professionals
Texas
$54K +$1.73K +5 +3%
SSB
352
Sandy Spring Bank
Maryland
$52K +$52K +150 New
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$49K – – –
APA
354
American Portfolios Advisors
New York
$47.1K -$4.12K -12 -8%
PCG
355
Private Capital Group
Connecticut
$47K -$1.72K -5 -4%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
SFPG
357
Stonebridge Financial Planning Group
Florida
$36K – – –
AA
358
Addison Advisors
Vermont
$34K +$34K +100 New
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$33K +$5.5K +16 +20%
T
360
TOBAM
France
$32K – – –
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$29K +$22.3K +66 +330%
QCG
362
Quadrant Capital Group
Ohio
$28K -$341 -1 -1%
PCM
363
Penserra Capital Management
California
$28K +$7.67K +23 +38%
PMFA
364
Plante Moran Financial Advisors
Michigan
$26K -$8.44K -25 -25%
LF
365
Lee Financial
Texas
$24K – – –
GAM
366
Gemmer Asset Management
California
$24K – – –
TWA
367
TCI Wealth Advisors
Arizona
$23K -$5.41K -16 -19%
Canada Pension Plan Investment Board
368
Canada Pension Plan Investment Board
Ontario, Canada
$20K -$283K -821 -93%
S
369
SignatureFD
Georgia
$20K +$1.4K +4 +8%
AIG
370
American International Group
New York
$18.2K -$4.02K -11,684 -18%
BCA
371
Berman Capital Advisors
Georgia
$17K +$16K +49 +1,633%
JWM
372
Janiczek Wealth Management
Colorado
$15K – – –
WBC
373
West Branch Capital
Massachusetts
$15K +$15K +45 New
SPIA
374
Steward Partners Investment Advisory
New York
$13K – – –
GWM
375
Geneos Wealth Management
Colorado
$10K -$4.48K -13 -31%
13 14
15
16 17