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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 %
SWM
401
Spire Wealth Management
Virginia
$4K +$4K +12 New
BBPWM
402
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4K +14 New
BIA
403
Bell Investment Advisors
California
$3K -$900 -3 -23%
AF
404
Allworth Financial
California
$3K – – –
M
405
MOTCO
Texas
$3K – – –
NFG
406
Next Financial Group
Texas
$3K +$1.5K +6 +100%
UB
407
UMB Bank
Missouri
$3K +$3K +11 New
CWS
408
Confluence Wealth Services
Pennsylvania
$3K +$3K +12 New
TFS
409
TrustCore Financial Services
Tennessee
$2K – – –
PWMG
410
Prestige Wealth Management Group
New Jersey
$2K – – –
PA
411
Parallel Advisors
California
$2K +$250 +1 +14%
AAP
412
Arax Advisory Partners
Colorado
$2K +$1.33K +4 +200%
S
413
Surevest
California
$2K +$2K +8 New
JWA
414
JFS Wealth Advisors
Pennsylvania
$2K +$2K +8 New
VRS
415
Virginia Retirement Systems
Virginia
$1.75K +$386 +1,300 +28%
MP
416
McDonald Partners
Ohio
$1.19K +$1.19K +4 New
ACM
417
Absolute Capital Management
Pennsylvania
$1.19K +$1.19K +4 New
WC
418
Wexford Capital
Florida
$1.19K +$1.19K +4,000 New
BAM
419
Bellevue Asset Management
Washington
$1K -$800 -4 -44%
FWM
420
Focused Wealth Management
New York
$1K – – –
CA
421
CoreCap Advisors
Michigan
$1K +$1K +2 New
CT
422
Cambridge Trust
Massachusetts
$1K +$1K +2 New
CFO
423
CVA Family Office
Colorado
$1K +$1K +5 New
SC
424
Schubert & Co
Texas
$1K +$1K +5 New
SWA
425
Sutton Wealth Advisors
Florida
$891 +$891 +3 New
15 16
17
18 19