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Lithia Motors
LAD

Overview Fund Activity

422 hedge funds and large institutions have $8.87B invested in Lithia Motors in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+20
Holders Change %
+4.98%
% of All Funds
7.41%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
59
Increased
150
Reduced
144
Closed
37
Calls
$138M
Puts
$156M
Net Calls
-$18M
Net Calls Change
-$17.2M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
$134M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.3M
3
LAM
Lyrical Asset Management
New York
$242M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$52M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$53M

Top Sellers

1
Invesco
Invesco
Georgia
$202M
2
ACM
Anomaly Capital Management
New York
$0
3
FAM
Fred Alger Management
New York
$169M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$98.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
376
Quadrant Capital Group
Ohio
$26K – – –
PMFA
377
Plante Moran Financial Advisors
Michigan
$24K – – –
AF
378
Advisornet Financial
Minnesota
$24K +$24K +75 New
LF
379
Lee Financial
Texas
$22K – – –
TWA
380
TCI Wealth Advisors
Arizona
$22K – – –
GAM
381
Gemmer Asset Management
California
$22K – – –
CA
382
Clearstead Advisors
Ohio
$20K +$20K +62 New
S
383
SignatureFD
Georgia
$17K -$944 -3 -5%
JWM
384
Janiczek Wealth Management
Colorado
$17K +$2.83K +9 +20%
CFGS
385
Concourse Financial Group Securities
Alabama
$17K +$7.73K +25 +83%
JCM
386
Jacobi Capital Management
Pennsylvania
$17K +$13.2K +42 +350%
WBC
387
West Branch Capital
Massachusetts
$14K – – –
SPIA
388
Steward Partners Investment Advisory
New York
$12K – – –
SC
389
Solstein Capital
California
$10K – – –
PFBT
390
Parkside Financial Bank & Trust
Missouri
$10K – – –
GRP
391
Global Retirement Partners
California
$9K – – –
GWM
392
Geneos Wealth Management
Colorado
$9K – – –
IFAM
393
Institutional & Family Asset Management
Colorado
$8K – – –
FRA
394
Front Row Advisors
California
$8K – – –
AA
395
Ancora Advisors
Ohio
$7K – – –
VCM
396
Vigilant Capital Management
Maine
$7K +$7K +21 New
ST
397
Smithfield Trust
Pennsylvania
$6K – – –
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.07K – – –
HR
399
Howe & Rusling
New York
$5K – – –
CFA
400
Carroll Financial Associates
North Carolina
$4K -$38.1K -143 -91%
14 15
16
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