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Lithia Motors
LAD

Overview Fund Activity

387 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+19
Holders Change %
+5.16%
% of All Funds
6.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
114
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$49.6M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M
3
Norges Bank
Norges Bank
Norway
$109M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$145M
5
ACM
Abrams Capital Management
Massachusetts
$706M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$261M
2
Millennium Management
Millennium Management
New York
$8.38M
3
RRAM
River Road Asset Management
Kentucky
$24.9M
4
FCM
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
376
Carmel Capital Partners
California
$1.18K -$105K -356 -99%
BAM
377
Bellevue Asset Management
Washington
$1.18K – – –
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$295 +1 +33%
FFA
379
Farther Finance Advisors
California
$1.18K +$591 +2 +100%
LFG
380
Larson Financial Group
Missouri
$1.18K +$1.18K +4 New
FWM
381
Focused Wealth Management
New York
$897 – – –
JWM
382
Janiczek Wealth Management
Colorado
$886 – – –
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$886 +$886 +3 New
DA
384
Denali Advisors
California
$591 +$591 +2 New
VCM
385
Versant Capital Management
Arizona
$295 – – –
BF
386
BOK Financial
Oklahoma
$242 +$242 +1 New
OCAM
387
Owl Creek Asset Management
New York
– -$28.2M -92,863 Closed
GIM
388
Granahan Investment Management
Massachusetts
– -$11.6M -38,111 Closed
Man Group
389
Man Group
United Kingdom
– -$11M -36,184 Closed
CP
390
CenterBook Partners
Connecticut
– -$3.71M -12,208 Closed
OQS
391
Occudo Quantitative Strategies
Florida
– -$2.24M -7,359 Closed
DekaBank Deutsche Girozentrale
392
DekaBank Deutsche Girozentrale
Germany
– -$1.71M -5,620 Closed
Capstone Investment Advisors
393
Capstone Investment Advisors
New York
– -$1.18M -3,890 Closed
ECM
394
ExodusPoint Capital Management
New York
– -$959K -3,155 Closed
RL
395
Retireful LLC
Michigan
– -$911K -2,997 Closed
BHCM
396
Brevan Howard Capital Management
Jersey
– -$654K -2,152 Closed
SSA
397
Schonfeld Strategic Advisors
New York
– -$456K -1,500 Closed
Cerity Partners
398
Cerity Partners
New York
– -$405K -1,332 Closed
DFCM
399
Dark Forest Capital Management
Puerto Rico
– -$299K -983 Closed
CCIA
400
Campbell & Co Investment Adviser
Maryland
– -$296K -973 Closed
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