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Lithia Motors
LAD

Overview Fund Activity

368 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
49
Increased
115
Reduced
148
Closed
53
Calls
$116M
Puts
$102M
Net Calls
+$14.2M
Net Calls Change
+$1.19M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$206M
2
CM
2
Conifer Management
New York
$213M
3
Millennium Management
3
Millennium Management
New York
$68.6M
4
Harris Associates
4
Harris Associates
Illinois
$501M
5
EAM
5
Eventide Asset Management
Massachusetts
$74.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$136M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.16M
4
Invesco
4
Invesco
Georgia
$27.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
401
Aquatic Capital Management
Illinois
– -$343K -1,500 Closed
MFS
402
Mirabella Financial Services
United Kingdom
– -$323K -1,412 Closed
VanEck Associates
403
VanEck Associates
New York
– -$311K -1,359 Closed
Walleye Capital
404
Walleye Capital
New York
– -$302K -1,317 Closed
DTL
405
Dynamic Technology Lab
Singapore
– -$231K -1,010 Closed
KI
406
Kapitalo Investimentos
Brazil
– -$218K -953 Closed
BAM
407
Belpointe Asset Management
Nevada
– -$201K -879 Closed
SFM
408
Systematic Financial Management
New Jersey
– -$180K -786 Closed
Allspring Global Investments
409
Allspring Global Investments
North Carolina
– -$136K -596 Closed
DCM
410
Dupont Capital Management
Delaware
– -$53.3K -233 Closed
ATC
411
Adirondack Trust Company
New York
– -$22.9K -100 Closed
MC
412
Machina Capital
France
– -$22.9K -100 Closed
TWA
413
TCI Wealth Advisors
Arizona
– -$7.1K -31 Closed
BBHC
414
Brown Brothers Harriman & Co
New York
– -$6.87K -30 Closed
SC
415
Schubert & Co
Texas
– -$4.12K -18 Closed
AAS
416
Ameritas Advisory Services
Nebraska
– -$4.1K -18 Closed
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$3.66K -16 Closed
ASN
418
Advisory Services Network
Georgia
– -$2.98K -13 Closed
MIA
419
Milestone Investment Advisors
Wisconsin
– -$2.06K -9 Closed
SWA
420
SOA Wealth Advisors
New York
– -$229 -1 Closed
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