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Lithia Motors
LAD

Overview Fund Activity

374 hedge funds and large institutions have $6.6B invested in Lithia Motors in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
56
Increased
126
Reduced
124
Closed
48
Calls
$101M
Puts
$88.3M
Net Calls
+$13M
Net Calls Change
+$59.8M

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
$64.5M
2
Harris Associates
Harris Associates
Illinois
$344M
3
SIM
SRS Investment Management
New York
$63.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
5
EAM
Eventide Asset Management
Massachusetts
$28.7M

Top Sellers

1
BG
Baupost Group
Massachusetts
$14.9M
2
Ameriprise
Ameriprise
Minnesota
$19.1M
3
DKCM
Davidson Kempner Capital Management
New York
$5.14M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$286K
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
351
EverSource Wealth Advisors
Alabama
$2.98K +$2.98K +13 New
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$2.98K – – –
ASN
353
Advisory Services Network
Georgia
$2.98K – – –
PWMG
354
Prestige Wealth Management Group
New Jersey
$2.29K -$2.52K -11 -52%
CTA
355
Colonial Trust Advisors
South Carolina
$2.29K – – –
MIA
356
Milestone Investment Advisors
Wisconsin
$2.06K +$2.06K +9 New
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$2.06K +$1.83K +8 +800%
GWM
358
Geneos Wealth Management
Colorado
$2.06K +$2.06K +9 New
VFA
359
Values First Advisors
Tennessee
$2.02K +$2.02K +9 New
BFEC
360
Benjamin F. Edwards & Company
Missouri
$2K – – –
SIC
361
SJS Investment Consulting
Ohio
$1.83K – – –
AF
362
Advisornet Financial
Minnesota
$1.83K +$1.14K +5 +167%
DI
363
Disciplined Investments
Oklahoma
$1.6K +$229 +1 +17%
TWC
364
TD Waterhouse Canada
Ontario, Canada
$1.57K – – –
Bessemer Group
365
Bessemer Group
New Jersey
$1K +$1K +5 New
AAP
366
Arax Advisory Partners
Colorado
$916 – – –
VCM
367
Versant Capital Management
Arizona
$913 +$685 +3 +300%
FWM
368
Focused Wealth Management
New York
$693 – – –
MCM
369
Manchester Capital Management
Vermont
$687 -$458 -2 -40%
JWM
370
Janiczek Wealth Management
Colorado
$677 – – –
GWS
371
Glassman Wealth Services
Virginia
$458 +$458 +2 New
2L
372
25 LLC
Missouri
$438 +$438 +2 New
Commonwealth Equity Services
373
Commonwealth Equity Services
Massachusetts
$430 -$69 -303 -14%
SWA
374
SOA Wealth Advisors
New York
$229 – – –
Arrowstreet Capital
375
Arrowstreet Capital
Massachusetts
– -$9.22M -45,024 Closed
13 14
15
16 17