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Lithia Motors
LAD

Overview Fund Activity

429 hedge funds and large institutions have $8.06B invested in Lithia Motors in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.2%
New
77
Increased
144
Reduced
152
Closed
67
Calls
$35.1M
Puts
$88.5M
Net Calls
-$53.4M
Net Calls Change
-$35.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$300M
2
MP
MFN Partners
Massachusetts
$156M
3
PWAM
Park West Asset Management
California
$203M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$152M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$37M

Top Sellers

1
SHCM
Sachem Head Capital Management
New York
$0
2
Invesco
Invesco
Georgia
$61.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$112M
4
FAM
Fred Alger Management
New York
$66.9M
5
Wells Fargo
Wells Fargo
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
376
Signet Financial Management
New Jersey
$20K +$20K +67 New
Nisa Investment Advisors
377
Nisa Investment Advisors
Missouri
$18K -$210K -700 -92%
MIM
378
Macroview Investment Management
Maryland
$18K +$18K +61 New
WTA
379
Washington Trust Advisors
Massachusetts
$16K +$16K +55 New
SCA
380
Snowden Capital Advisors
New York
$16K +$16K +57 New
WBC
381
West Branch Capital
Massachusetts
$13K – – –
TWA
382
TCI Wealth Advisors
Arizona
$11K -$9.78K -32 -47%
SPIA
383
Steward Partners Investment Advisory
New York
$11K – – –
WTC
384
WhitTier Trust Company
Nevada
$11K +$7.33K +24 +200%
IRAG
385
Investment Research & Advisory Group
Georgia
$10K +$10K +32 New
PFBT
386
Parkside Financial Bank & Trust
Missouri
$9K -$643 -2 -7%
CSWM
387
Cassady Schiller Wealth Management
Ohio
$9K +$9K +31 New
ACA
388
Atlas Capital Advisors
Wyoming
$8.91K +$6.24K +21 +233%
FAG
389
Fortitude Advisory Group
Washington
$8K +$8K +28 New
FRA
390
Front Row Advisors
California
$7K -$292 -1 -4%
IFAM
391
Institutional & Family Asset Management
Colorado
$7K – – –
AA
392
Ancora Advisors
Ohio
$7K – – –
VCM
393
Vigilant Capital Management
Maine
$6K – – –
ST
394
Smithfield Trust
Pennsylvania
$6K – – –
HR
395
Howe & Rusling
New York
$5K – – –
MAM
396
Meeder Asset Management
Ohio
$5K +$1.88K +6 +60%
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.75K – – –
JWM
398
Janiczek Wealth Management
Colorado
$4K -$12.6K -41 -76%
CFA
399
Carroll Financial Associates
North Carolina
$4K – – –
HNB
400
Huntington National Bank
Ohio
$4K +$1.23K +4 +44%
14 15
16
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