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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 %
WTC
401
WhitTier Trust Company
Nevada
$4K +$4K +12 New
BIA
402
Bell Investment Advisors
California
$4K +$4K +13 New
MGIM
403
M&G Investment Management
United Kingdom
$3.57K +$461 +1,454 +15%
BAM
404
Bellevue Asset Management
Washington
$3K -$1.67K -5 -36%
MAM
405
Meeder Asset Management
Ohio
$3K – – –
M
406
MOTCO
Texas
$3K – – –
AF
407
Allworth Financial
California
$3K – – –
PWMG
408
Prestige Wealth Management Group
New Jersey
$3K – – –
HNB
409
Huntington National Bank
Ohio
$3K +$2.67K +8 +800%
EI
410
Ellevest Inc
New York
$3K +$3K +10 New
ACA
411
Atlas Capital Advisors
Wyoming
$2.85K +$2.85K +9 New
PA
412
Parallel Advisors
California
$2K -$4.57K -16 -70%
NFG
413
Next Financial Group
Texas
$2K -$1.67K -5 -45%
TFS
414
TrustCore Financial Services
Tennessee
$2K – – –
CPC
415
Consolidated Planning Corp
Georgia
$2K +$2K +5 New
Walleye Capital
416
Walleye Capital
New York
$1.31K +$1.31K +4,119 New
HI
417
Harbour Investments
Wisconsin
$1K +$250 +1 +33%
AAP
418
Arax Advisory Partners
Colorado
$1K +$1K +2 New
FWM
419
Focused Wealth Management
New York
$1K +$1K +3 New
Nisa Investment Advisors
420
Nisa Investment Advisors
Missouri
$241 – – –
ACM
421
Anomaly Capital Management
New York
– -$84.3M -245,174 Closed
Assenagon Asset Management
422
Assenagon Asset Management
Luxembourg
– -$41.7M -121,467 Closed
E
423
Ergoteles
New York
– -$25.2M -73,301 Closed
Balyasny Asset Management
424
Balyasny Asset Management
Illinois
– -$21.2M -61,641 Closed
CPC
425
Cookson Peirce & Co
Pennsylvania
– -$12M -35,038 Closed
15 16
17
18 19