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Lithia Motors
LAD

Overview Fund Activity

424 hedge funds and large institutions have $8.39B invested in Lithia Motors in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 137 reducing their positions, and 66 closing their positions.

Holders
424
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
6.71%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
65
Increased
156
Reduced
137
Closed
66
Calls
$66.1M
Puts
$82M
Net Calls
-$16M
Net Calls Change
+$37.4M

Top Buyers

1
BWA
1
Brave Warrior Advisors
New York
$266M
2
Harris Associates
2
Harris Associates
Illinois
$234M
3
Royal London Asset Management
3
Royal London Asset Management
United Kingdom
$93.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$196M
5
MP
5
MFN Partners
Massachusetts
$225M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$95.1M
2
Millennium Management
2
Millennium Management
New York
$11.7M
3
FAM
3
Fred Alger Management
New York
$0
4
BlackRock
4
BlackRock
New York
$741M
5
HRCM
5
Hawk Ridge Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
401
Janiczek Wealth Management
Colorado
$4K 13 – –
AF
402
Allworth Financial
California
$4K 12 +2 +20%
UB
403
UMB Bank
Missouri
$3K 11 – –
LC
404
Lindbrook Capital
California
$3K 9 +9 New
CI
405
Cordant Inc
Oregon
$3K 10 +10 New
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$3K 11 +11 New
FHA
407
First Horizon Advisors
Tennessee
$2K 8 -185 -96%
TFS
408
TrustCore Financial Services
Tennessee
$2K 6 – –
AAP
409
Arax Advisory Partners
Colorado
$2K 6 – –
S
410
Surevest
California
$2K 8 – –
PWMG
411
Prestige Wealth Management Group
New Jersey
$2K 8 – –
SC
412
Schubert & Co
Texas
$2K 6 +1 +20%
DI
413
Disciplined Investments
Oklahoma
$2K 6 +6 New
MFT
414
Moisand Fitzgerald Tamayo
Florida
$2K 7 +7 New
BFEC
415
Benjamin F. Edwards & Company
Missouri
$2K 7 +7 New
T
416
TCWP
Ohio
$2K 9 +9 New
SWA
417
Sutton Wealth Advisors
Florida
$1.2K 4 +1 +33%
BAM
418
Bellevue Asset Management
Washington
$1K 4 -1 -20%
FWM
419
Focused Wealth Management
New York
$1K 3 – –
CAL
420
Capital Advisors Ltd
Ohio
$1K 2 +1 +100%
MCM
421
Manchester Capital Management
Vermont
$1K 2 +2 New
MCC
422
Money Concepts Capital
Florida
$1K 4 +4 New
FAM
423
Fred Alger Management
New York
– – -225,425 Closed
HRCM
424
Hawk Ridge Capital Management
California
– – -199,616 Closed
Marshall Wace
425
Marshall Wace
United Kingdom
– – -91,734 Closed
15 16
17
18 19