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Lithia Motors
LAD

Overview Fund Activity

441 hedge funds and large institutions have $10B invested in Lithia Motors in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 126 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
5.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
92
Increased
126
Reduced
161
Closed
48
Calls
$43.5M
Puts
$41.9M
Net Calls
+$1.64M
Net Calls Change
-$45.6M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$113M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$124M
3
SCM
3
Steadfast Capital Management
New York
$165M
4
Holocene Advisors
4
Holocene Advisors
New York
$72.9M
5
UBS Group
5
UBS Group
Switzerland
$83.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.35M
2
BWA
2
Brave Warrior Advisors
New York
$219M
3
CM
3
Conifer Management
New York
$179M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$62M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
351
Contravisory Investment Management
Massachusetts
$65.1K – – –
MA
352
Montag & Associates
Georgia
$62.6K – – –
HWM
353
Hemington Wealth Management
Virginia
$62K +$3.52K +10 +6%
GI
354
GAMMA Investing
California
$59.7K +$13.9K +39 +30%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
RS
356
Rakuten Securities
Japan
$54.3K +$50.8K +142 +1,420%
BTI
357
Blue Trust Inc
Georgia
$52.5K -$18.9K -53 -27%
VSQM
358
V-Square Quantitative Management
Illinois
$52.2K +$13.2K +37 +34%
JWA
359
JFS Wealth Advisors
Pennsylvania
$44.4K +$358 +1 +0.8%
UB
360
UMB Bank
Missouri
$44.3K +$18.2K +51 +70%
PCM
361
Penserra Capital Management
California
$43K -$1.78K -5 -4%
HNB
362
Huntington National Bank
Ohio
$37.2K -$1.07K -3 -3%
AA
363
Addison Advisors
Vermont
$35.7K – – –
SS
364
SBI Securities
Japan
$35K +$35K +98 New
ACA
365
Atlas Capital Advisors
Wyoming
$33.6K +$33.6K +94 New
PA
366
Parallel Advisors
California
$33.2K +$16.8K +47 +102%
LFA
367
LGT Financial Advisors
Texas
$32.9K – – –
SAM
368
Smartleaf Asset Management
Massachusetts
$32.5K +$5.71K +16 +21%
DMBA
369
Deseret Mutual Benefit Administrators
Utah
$30.4K +$6.43K +18 +27%
GXJ
370
Global X Japan
Japan
$30K +$1.43K +4 +5%
AF
371
Allworth Financial
California
$29.7K -$5.53K -16 -16%
Bessemer Group
372
Bessemer Group
New Jersey
$29K +$6.99K +20 +32%
PMFA
373
Plante Moran Financial Advisors
Michigan
$27.5K – – –
LC
374
Lindbrook Capital
California
$23.6K +$1.07K +3 +5%
NA
375
NewEdge Advisors
Louisiana
$23.5K – – –
13 14
15
16 17