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Lithia Motors
LAD

Overview Fund Activity

424 hedge funds and large institutions have $8.39B invested in Lithia Motors in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.71%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
65
Increased
156
Reduced
137
Closed
66
Calls
$66.1M
Puts
$82M
Net Calls
-$16M
Net Calls Change
+$37.4M

Top Buyers

1
BWA
1
Brave Warrior Advisors
New York
$266M
2
Harris Associates
2
Harris Associates
Illinois
$234M
3
Royal London Asset Management
3
Royal London Asset Management
United Kingdom
$93.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$196M
5
MP
5
MFN Partners
Massachusetts
$225M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$95.1M
2
Millennium Management
2
Millennium Management
New York
$11.7M
3
FAM
3
Fred Alger Management
New York
$0
4
BlackRock
4
BlackRock
New York
$741M
5
HRCM
5
Hawk Ridge Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
351
Charter Oak Capital Management
New Hampshire
$58K +$5.41K +18 +10%
Nomura Asset Management
352
Nomura Asset Management
Japan
$56.1K +$56.1K +187 New
CIM
353
Contravisory Investment Management
Massachusetts
$55K – – –
GI
354
Gradient Investments
Minnesota
$54K – – –
TCWA
355
Ten Capital Wealth Advisors
Washington
$52K +$52K +172 New
QCG
356
Quadrant Capital Group
Ohio
$49K +$24.2K +81 +98%
HFM
357
Harvest Fund Management
China
$48K – – –
FMP
358
Financial Management Professionals
Texas
$47K +$1.21K +4 +3%
GWM
359
Geneos Wealth Management
Colorado
$45K – – –
PFGIA
360
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$1.21K -4 -3%
SOW
361
State of Wyoming
Wyoming
$42K -$596 -2 -1%
PCM
362
Penserra Capital Management
California
$42K +$3K +10 +8%
PCG
363
Private Capital Group
Connecticut
$41K – – –
S
364
SignatureFD
Georgia
$32K +$10.4K +34 +48%
AA
365
Addison Advisors
Vermont
$30K – – –
CFGS
366
Concourse Financial Group Securities
Alabama
$29K +$8.55K +28 +42%
AF
367
Advisornet Financial
Minnesota
$24K – – –
PMFA
368
Plante Moran Financial Advisors
Michigan
$23K – – –
CT
369
Cambridge Trust
Massachusetts
$22K +$21.4K +70 +3,500%
LF
370
Lee Financial
Texas
$21K – – –
GAM
371
Gemmer Asset Management
California
$20K – – –
Lazard Asset Management
372
Lazard Asset Management
New York
$18K -$812K -2,752 -98%
Nisa Investment Advisors
373
Nisa Investment Advisors
Missouri
$18K – – –
WTA
374
Washington Trust Advisors
Massachusetts
$16K – – –
ATC
375
Adirondack Trust Company
New York
$15K +$15K +50 New
13 14
15
16 17