LAD icon

Lithia Motors
LAD

Overview Fund Activity

403 hedge funds and large institutions have $8.8B invested in Lithia Motors in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 51 closing their positions.

Holders
403
Holders Change
+28
Holders Change %
+7.47%
% of All Funds
5.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
82
Increased
130
Reduced
138
Closed
51
Calls
$105M
Puts
$57.3M
Net Calls
+$47.2M
Net Calls Change
+$49.6M

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$73.1M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$72.5M
3
SCM
3
Steadfast Capital Management
New York
$61.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$105M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$371M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$0
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$97.5M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$0
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$2.58M
5
Invesco
5
Invesco
Georgia
$52.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KSWA
351
Kathleen S. Wright Associates
Pennsylvania
$17.2K 54 +54 New
SNB
352
Security National Bank
Nebraska
$15.9K 50 – –
PA
353
Parallel Advisors
California
$14.6K 46 +19 +70%
WBC
354
West Branch Capital
Massachusetts
$14.3K 45 – –
WTC
355
WhitTier Trust Company
Nevada
$12.7K 40 – –
TPW
356
Talon Private Wealth
Florida
$11.1K 35 +35 New
GRP
357
Global Retirement Partners
California
$11.1K 35 -4 -10%
GWM
358
Geneos Wealth Management
Colorado
$11.1K 35 +35 New
C
359
Covestor
United Kingdom
$10K 30 – –
PS
360
Principal Securities
Iowa
$9.53K 30 -7 -19%
BIA
361
Bell Investment Advisors
California
$8.26K 26 -2 -7%
Allspring Global Investments
362
Allspring Global Investments
North Carolina
$8.26K 26 -342 -93%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$7.94K 25 -8 -24%
HCM
364
Hollencrest Capital Management
California
$7.94K 25 – –
CPG
365
Cornerstone Planning Group
New Jersey
$7.69K 23 – –
FFA
366
Frazier Financial Advisors
Ohio
$6.67K 21 – –
HWM
367
HighMark Wealth Management
Minnesota
$6.67K 21 +3 +17%
PFBT
368
Parkside Financial Bank & Trust
Missouri
$6.35K 20 – –
ST
369
Smithfield Trust
Pennsylvania
$6K 21 – –
FFA
370
Farther Finance Advisors
California
$5.41K 17 +7 +70%
BIG
371
Brooklyn Investment Group
New York
$5.08K 16 +16 New
CTC
372
Cetera Trust Company
Minnesota
$4.77K 15 – –
WTA
373
Washington Trust Advisors
Massachusetts
$4.77K 15 – –
AAP
374
Arax Advisory Partners
Colorado
$4.45K 14 +14 New
FFO
375
Fortitude Family Office
Arizona
$3.81K 12 -2 -14%
13 14
15
16 17