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Lithia Motors
LAD

Overview Fund Activity

386 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
134
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$323M
2
Harris Associates
Harris Associates
Illinois
$667M
3
CCM
Cadian Capital Management
New York
$105M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$48.5M
5
Invesco
Invesco
Georgia
$67.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
1WCM
12 West Capital Management
New York
$0
3
KCM
Kensico Capital Management
Connecticut
$0
4
BWA
Brave Warrior Advisors
New York
$271M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
401
Dynamic Technology Lab
Singapore
– -$927K -3,140 Closed
MFS
402
Mirabella Financial Services
United Kingdom
– -$758K -2,565 Closed
MCM
403
Moon Capital Management
New York
– -$755K -2,556 Closed
ICM
404
Islay Capital Management
Texas
– -$728K -2,466 Closed
XT
405
XTX Topco
Cayman Islands
– -$690K -2,338 Closed
CC
406
Centiva Capital
New York
– -$595K -2,016 Closed
VF
407
Virtu Financial
New York
– -$537K -1,820 Closed
Walleye Trading
408
Walleye Trading
New York
– -$492K -1,667 Closed
WG
409
Winton Group
United Kingdom
– -$368K -1,245 Closed
TSS
410
Two Sigma Securities
New York
– -$349K -1,182 Closed
I
411
InceptionR
California
– -$326K -1,103 Closed
OTL
412
Oak Thistle LLC
New York
– -$325K -1,102 Closed
QIM
413
Quantitative Investment Management
Virginia
– -$302K -1,024 Closed
SW
414
SVB Wealth
Massachusetts
– -$299K -1,012 Closed
Marshall Wace
415
Marshall Wace
United Kingdom
– -$278K -940 Closed
Verition Fund Management
416
Verition Fund Management
Connecticut
– -$269K -910 Closed
FRM
417
Fox Run Management
Connecticut
– -$263K -892 Closed
CG
418
Cutler Group
California
– -$257K -873 Closed
GS
419
GTS Securities
New York
– -$215K -728 Closed
CMBA
420
C.M. Bidwell & Associates
Hawaii
– -$143K -483 Closed
Walleye Capital
421
Walleye Capital
New York
– -$111K -375 Closed
CFGS
422
Concourse Financial Group Securities
Alabama
– -$28.9K -98 Closed
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
– -$19.8K -67 Closed
RTC
424
Riverview Trust Company
Washington
– -$17.7K -60 Closed
BAAM
425
Baker Avenue Asset Management
California
– -$11.8K -40 Closed
14 15 16
17
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