LAD icon

Lithia Motors
LAD

Overview Fund Activity

368 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
49
Increased
115
Reduced
148
Closed
53
Calls
$116M
Puts
$102M
Net Calls
+$14.2M
Net Calls Change
+$1.19M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$206M
2
CM
Conifer Management
New York
$213M
3
Millennium Management
Millennium Management
New York
$68.6M
4
Harris Associates
Harris Associates
Illinois
$501M
5
EAM
Eventide Asset Management
Massachusetts
$74.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$136M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.16M
4
Invesco
Invesco
Georgia
$27.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
351
Geneos Wealth Management
Colorado
$2.74K – – –
PWMG
352
Prestige Wealth Management Group
New Jersey
$2.43K -$608 -2 -20%
AF
353
Advisornet Financial
Minnesota
$2.43K – – –
TWC
354
TD Waterhouse Canada
Ontario, Canada
$2.13K – – –
SIC
355
SJS Investment Consulting
Ohio
$2.13K -$304 -1 -13%
DI
356
Disciplined Investments
Oklahoma
$2.13K – – –
MCM
357
Manchester Capital Management
Vermont
$2.13K +$1.22K +4 +133%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$2K – – –
GWS
359
Glassman Wealth Services
Virginia
$1.83K +$1.22K +4 +200%
AAP
360
Arax Advisory Partners
Colorado
$1.22K – – –
BAM
361
Bellevue Asset Management
Washington
$1.22K +$1.22K +4 New
FWM
362
Focused Wealth Management
New York
$922 – – –
JWM
363
Janiczek Wealth Management
Colorado
$913 – – –
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$912 -$1.82K -6 -67%
2L
365
25 LLC
Missouri
$641 – – –
FFA
366
Farther Finance Advisors
California
$608 +$608 +2 New
VCM
367
Versant Capital Management
Arizona
$304 -$912 -3 -75%
PWAM
368
Park West Asset Management
California
– -$17.1M -74,683 Closed
BG
369
Baupost Group
Massachusetts
– -$14.9M -65,043 Closed
TC
370
TwinBeech Capital
New York
– -$12.9M -56,172 Closed
CM
371
Cercano Management
Washington
– -$8.87M -38,728 Closed
CCM
372
Cinctive Capital Management
New York
– -$8.19M -35,790 Closed
Tudor Investment Corp
373
Tudor Investment Corp
Connecticut
– -$7.51M -32,817 Closed
DKCM
374
Davidson Kempner Capital Management
New York
– -$5.14M -22,464 Closed
Assenagon Asset Management
375
Assenagon Asset Management
Luxembourg
– -$3.83M -16,750 Closed
13 14
15
16 17