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Lithia Motors
LAD

Overview Fund Activity

219 hedge funds and large institutions have $2.42B invested in Lithia Motors in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 32 closing their positions.

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
47
Increased
84
Reduced
62
Closed
32
Calls
$4.1M
Puts
$1.28M
Net Calls
+$2.83M
Net Calls Change
+$192K

Top Buyers

1
VFA
1
Virtus Fund Advisers
Connecticut
$52.7M
2
BFA
2
BlackRock Fund Advisors
California
$185M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$19M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$16.3M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$14.9M

Top Sellers

1
PCM
1
Palestra Capital Management
New York
$0
2
HAI
2
Hennessy Advisors Inc
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$20.1M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$0
5
TCM
5
TimesSquare Capital Management
New York
$44.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$21M 216,519 +36,552 +20%
Citadel Advisors
27
Citadel Advisors
Florida
$20.1M 207,815 -198,821 -49%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$19M 196,239 +196,239 New
Bank of America
29
Bank of America
North Carolina
$18.9M 194,952 +5,389 +3%
Principal Financial Group
30
Principal Financial Group
Iowa
$17M 175,045 +447 +0.3%
CCM
31
Copeland Capital Management
Pennsylvania
$16.8M 173,252 +5,389 +3%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$16.4M 169,639 -45,000 -21%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$16.3M 168,566 +9,562 +6%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$16.3M 167,924 +167,924 New
Ameriprise
35
Ameriprise
Minnesota
$16M 165,102 -52,868 -24%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$14.9M 154,075 +154,075 New
CM
37
Castleark Management
Illinois
$14M 144,160 +15,105 +12%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$13.9M 143,392 -24,312 -14%
Capital World Investors
39
Capital World Investors
California
$13.8M 143,000 – –
WHG
40
Westwood Holdings Group
Texas
$13.8M 142,046 +8,345 +6%
GIM
41
Granahan Investment Management
Massachusetts
$12.6M 130,000 -6,300 -5%
Charles Schwab
42
Charles Schwab
California
$12.3M 127,298 +14,666 +13%
Norges Bank
43
Norges Bank
Norway
$11.9M 122,579 -13,700 -10%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$11.6M 119,311 -10,240 -8%
BIM
45
BlackRock Investment Management
Delaware
$11.5M 118,828 +19,541 +20%
CCI
46
Columbus Circle Investors
$10.9M 112,466 +112,466 New
BCM
47
BlueCrest Capital Management
Jersey
$10.9M 112,285 +45,670 +69%
SGCIA
48
Smith Graham & Co Investment Advisors
Texas
$10.6M 109,691 +10,480 +11%
NAP
49
New Amsterdam Partners
New York
$10.2M 105,168 +55,587 +112%
Morgan Stanley
50
Morgan Stanley
New York
$9.63M 99,430 +64,787 +187%
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