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

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$261M
2
Millennium Management
2
Millennium Management
New York
$8.38M
3
RRAM
3
River Road Asset Management
Kentucky
$24.9M
4
FCM
4
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
5
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
401
Mitsubishi UFJ Trust & Banking
Japan
– -$281K -924 Closed
E
402
Ergoteles
New York
– -$265K -872 Closed
Wolverine Trading
403
Wolverine Trading
Illinois
– -$255K -843 Closed
TCM
404
Teza Capital Management
Illinois
– -$254K -835 Closed
V
405
Veritable
Delaware
– -$238K -783 Closed
SWS
406
SYSTM Wealth Solutions
Illinois
– -$229K -754 Closed
Bank of Nova Scotia
407
Bank of Nova Scotia
Ontario, Canada
– -$223K -732 Closed
DU
408
Delphia (USA)
Ontario, Canada
– -$222K -728 Closed
SI
409
Stephens Inc
Arkansas
– -$221K -727 Closed
AAS
410
Avantax Advisory Services
Texas
– -$216K -711 Closed
GCP
411
GSA Capital Partners
United Kingdom
– -$210K -689 Closed
HT
412
Headlands Technologies
Illinois
– -$74.5K -245 Closed
AIM
413
Anchor Investment Management
South Carolina
– -$45.6K -150 Closed
HCA
414
Harbor Capital Advisors
Illinois
– -$33.1K -109 Closed
AW
415
Avion Wealth
Texas
– -$15K -50 Closed
CCA
416
Column Capital Advisors
Indiana
– -$11.9K -39 Closed
CSWM
417
Cassady Schiller Wealth Management
Ohio
– -$9.43K -31 Closed
FA
418
Fiduciary Alliance
South Carolina
– -$5.78K -19 Closed
CTA
419
Colonial Trust Advisors
South Carolina
– -$3.04K -10 Closed
DI
420
Disciplined Investments
Oklahoma
– -$2.13K -7 Closed
TWC
421
TD Waterhouse Canada
Ontario, Canada
– -$2.13K -7 Closed
2L
422
25 LLC
Missouri
– -$641 -2 Closed
13 14 15 16
17