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Lithia Motors
LAD

Overview Fund Activity

388 hedge funds and large institutions have $10B invested in Lithia Motors in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+21
Holders Change %
+5.72%
% of All Funds
6.83%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
69
Increased
106
Reduced
175
Closed
45
Calls
$81.3M
Puts
$91.4M
Net Calls
-$10.2M
Net Calls Change
-$34.9M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$127M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$987M
4
BlackRock
4
BlackRock
New York
$1.25B
5
Invesco
5
Invesco
Georgia
$341M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$365M
2
Boston Partners
2
Boston Partners
Massachusetts
$16.2M
3
FAM
3
Fred Alger Management
New York
$96.9M
4
MWNA
4
Marshall Wace North America
New York
$0
5
PWAM
5
Park West Asset Management
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
376
Spire Wealth Management
Virginia
$6K +$6K +17 New
ACM
377
Allred Capital Management
Texas
$5.07K +$5.07K +13 New
JCM
378
Jacobi Capital Management
Pennsylvania
$5K +$5K +12 New
AF
379
Allworth Financial
California
$4K – – –
PWMG
380
Prestige Wealth Management Group
New Jersey
$3K – – –
VCM
381
Versant Capital Management
Arizona
$3K – – –
NFG
382
Next Financial Group
Texas
$2K -$400 -1 -17%
MAM
383
Meeder Asset Management
Ohio
$2K +$333 +1 +20%
EP
384
Eudaimonia Partners
Tennessee
$2K +$2K +5 New
HI
385
Harbour Investments
Wisconsin
$1K +$1K +3 New
BCA
386
Berman Capital Advisors
Georgia
$1K +$1K +3 New
Nisa Investment Advisors
387
Nisa Investment Advisors
Missouri
$388 – – –
MWNA
388
Marshall Wace North America
New York
– -$37.3M -127,422 Closed
SSA
389
Schonfeld Strategic Advisors
New York
– -$11.9M -40,500 Closed
EAM
390
Eagle Asset Management
Florida
– -$6.88M -23,506 Closed
SCM
391
Simcoe Capital Management
New York
– -$5.84M -19,965 Closed
CC
392
Cartenna Capital
Connecticut
– -$5.2M -17,772 Closed
SM
393
Scoggin Management
New York
– -$4.39M -15,000 Closed
MSA
394
Mason Street Advisors
Wisconsin
– -$4.08M -13,952 Closed
Sumitomo Mitsui Trust Group
395
Sumitomo Mitsui Trust Group
Japan
– -$1.94M -6,630 Closed
Squarepoint
396
Squarepoint
New York
– -$1.55M -5,310 Closed
QI
397
QS Investors
New York
– -$1.31M -4,476 Closed
BAM
398
Blueshift Asset Management
New Jersey
– -$1.25M -4,269 Closed
GC
399
Globeflex Capital
California
– -$793K -2,709 Closed
WHCM
400
Wolf Hill Capital Management
Connecticut
– -$790K -2,700 Closed
14 15
16
17 18