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Lithia Motors
LAD

Overview Fund Activity

223 hedge funds and large institutions have $3.04B invested in Lithia Motors in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
32
Increased
76
Reduced
78
Closed
19
Calls
$5.8M
Puts
$6.39M
Net Calls
-$591K
Net Calls Change
-$2.74M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$63.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$142M
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.6M
4
BlackRock
4
BlackRock
New York
$350M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$48.8M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$92.7M
2
LCM
2
Lakewood Capital Management
New York
$42M
3
TCM
3
TimesSquare Capital Management
New York
$26.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$65.5M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$29M +$397K +3,300 +1%
RCAMU
27
Rothschild & Co Asset Management US
Connecticut
$28.4M +$1.25M +10,396 +5%
TCM
28
TimesSquare Capital Management
New York
$26.9M -$27.4M -228,100 -50%
WHG
29
Westwood Holdings Group
Texas
$25.1M +$314K +2,606 +1%
KCM
30
Kennedy Capital Management
Missouri
$23.7M -$4.78M -39,743 -17%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$23M +$558K +4,636 +2%
Principal Financial Group
32
Principal Financial Group
Iowa
$22.3M +$151K +1,251 +0.7%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$22.3M +$3.76M +31,212 +20%
Ameriprise
34
Ameriprise
Minnesota
$21.3M -$641K -5,325 -3%
MFIMFI
35
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.6M +$20.6M +171,410 New
Charles Schwab
36
Charles Schwab
California
$19.9M +$1.58M +13,143 +9%
CCM
37
Copeland Capital Management
Pennsylvania
$19.8M +$265K +2,204 +1%
Capital World Investors
38
Capital World Investors
California
$17.2M – – –
PPA
39
Parametric Portfolio Associates
Washington
$15.2M +$4.01M +33,369 +36%
William Blair Investment Management
40
William Blair Investment Management
Illinois
$12.7M +$542K +4,507 +4%
NAP
41
New Amsterdam Partners
New York
$12.4M -$526K -4,368 -4%
SGCIA
42
Smith Graham & Co Investment Advisors
Texas
$12.2M -$125K -1,040 -1%
PAIM
43
Punch & Associates Investment Management
Minnesota
$12M +$378K +3,139 +3%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$11.4M -$3.01M -25,000 -21%
Westfield Capital Management
45
Westfield Capital Management
Massachusetts
$11.3M +$146K +1,210 +1%
Norges Bank
46
Norges Bank
Norway
$10.3M +$3.05M +25,315 +42%
SC
47
Shellback Capital
Massachusetts
$10.2M +$4.21M +35,000 +70%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$9.96M -$740K -6,152 -7%
BC
49
Burney Company
Virginia
$9.01M +$8.56M +72,156 +1,902%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$8.97M -$12.9M -107,237 -59%
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