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Lithia Motors
LAD

Overview Fund Activity

429 hedge funds and large institutions have $8.06B invested in Lithia Motors in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.2%
New
77
Increased
144
Reduced
152
Closed
67
Calls
$35.1M
Puts
$88.5M
Net Calls
-$53.4M
Net Calls Change
-$35.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$213M
2
MP
MFN Partners
Massachusetts
+$156M
3
PWAM
Park West Asset Management
California
+$105M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$43.8M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$34.7M

Top Sellers

1
SHCM
Sachem Head Capital Management
New York
-$134M
2
Invesco
Invesco
Georgia
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
4
FAM
Fred Alger Management
New York
-$91.7M
5
Wells Fargo
Wells Fargo
California
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
351
Contravisory Investment Management
Massachusetts
$54K – – –
GI
352
Gradient Investments
Minnesota
$53K – – –
COCM
353
Charter Oak Capital Management
New Hampshire
$52K – – –
HFM
354
Harvest Fund Management
China
$47K – – –
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$46K +$21K +72 +84%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$46K +$46K +156 New
FMP
357
Financial Management Professionals
Texas
$45K -$12.8K -43 -22%
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$45K – – –
GWM
359
Geneos Wealth Management
Colorado
$44K +$35.5K +121 +417%
SOW
360
State of Wyoming
Wyoming
$42K -$23.2K -79 -36%
VI
361
Vestcor Inc
New Brunswick, Canada
$42K -$4.8K -16 -10%
PCG
362
Private Capital Group
Connecticut
$41K – – –
PCM
363
Penserra Capital Management
California
$38K +$11.1K +38 +41%
Manulife (Manufacturers Life Insurance)
364
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2K +$1.06K +3,554 +4%
AA
365
Addison Advisors
Vermont
$30K – – –
SFPG
366
Stonebridge Financial Planning Group
Florida
$29K – – –
National Bank of Canada
367
National Bank of Canada
Quebec, Canada
$29K +$29K +96 New
QCG
368
Quadrant Capital Group
Ohio
$25K +$301 +1 +1%
AF
369
Advisornet Financial
Minnesota
$24K +$1.5K +5 +7%
DFCM
370
Dark Forest Capital Management
Puerto Rico
$23K -$61.2K -205 -73%
PMFA
371
Plante Moran Financial Advisors
Michigan
$23K – – –
LF
372
Lee Financial
Texas
$21K – – –
S
373
SignatureFD
Georgia
$21K +$5.03K +17 +31%
GAM
374
Gemmer Asset Management
California
$20K – – –
CFGS
375
Concourse Financial Group Securities
Alabama
$20K +$3.58K +12 +22%
13 14
15
16 17