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Lithia Motors
LAD

Overview Fund Activity

422 hedge funds and large institutions have $8.87B invested in Lithia Motors in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+20
Holders Change %
+4.98%
% of All Funds
7.41%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
59
Increased
150
Reduced
144
Closed
37
Calls
$138M
Puts
$156M
Net Calls
-$18M
Net Calls Change
-$17.2M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
$134M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.3M
3
LAM
Lyrical Asset Management
New York
$242M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$52M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$53M

Top Sellers

1
Invesco
Invesco
Georgia
$202M
2
ACM
Anomaly Capital Management
New York
$0
3
FAM
Fred Alger Management
New York
$169M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$98.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
351
Newbridge Financial Services Group
Florida
$95K – – –
JWM
352
Jackson Wealth Management
Florida
$90K +$769 +120 +0.9%
AssetMark Inc
353
AssetMark Inc
California
$89K -$4.77K -15 -5%
DFCM
354
Dark Forest Capital Management
Puerto Rico
$89K +$89K +282 New
FHA
355
First Horizon Advisors
Tennessee
$74K +$10.3K +33 +16%
SOW
356
State of Wyoming
Wyoming
$70K -$29.6K -94 -30%
CFB
357
Cullen/Frost Bankers
Texas
$63K – – –
FMP
358
Financial Management Professionals
Texas
$62K +$12.1K +38 +24%
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$61K -$207K -654 -77%
CIM
360
Contravisory Investment Management
Massachusetts
$58K – – –
GI
361
Gradient Investments
Minnesota
$57K – – –
COCM
362
Charter Oak Capital Management
New Hampshire
$55K – – –
HFM
363
Harvest Fund Management
China
$51K -$72.2K -228 -59%
VI
364
Vestcor Inc
New Brunswick, Canada
$49K – – –
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$2.56K +8 +6%
PCG
366
Private Capital Group
Connecticut
$43K – – –
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$43K +$12.4K +39 +41%
SFPG
368
Stonebridge Financial Planning Group
Florida
$33K – – –
AA
369
Addison Advisors
Vermont
$32K – – –
ANBT
370
American National Bank & Trust
Texas
$32K +$32K +100 New
BCA
371
Berman Capital Advisors
Georgia
$31K +$14.6K +46 +88%
T
372
TOBAM
France
$29K – – –
PCM
373
Penserra Capital Management
California
$29K +$2.52K +8 +10%
EVM
374
Eaton Vance Management
Massachusetts
$28K -$10.1K -152 -27%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$27K – – –
13 14
15
16 17