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Lithia Motors
LAD

Overview Fund Activity

231 hedge funds and large institutions have $2.26B invested in Lithia Motors in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
85
Reduced
70
Closed
29
Calls
$7.52M
Puts
$6.04M
Net Calls
+$1.49M
Net Calls Change
-$25.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19M
2
TCM
2
Tensile Capital Management
California
$15M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$11.1M
4
WA
4
Wasatch Advisors
Utah
$19M
5
Prudential Financial
5
Prudential Financial
New Jersey
$15.1M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$21.8M
2
PWAM
2
Park West Asset Management
California
$120M
3
SAM
3
Silvercrest Asset Management
New York
$14.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.85M
5
SAM
5
Scopus Asset Management
New York
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
26
William Blair Investment Management
Illinois
$17.3M +$4.53M +48,858 +35%
Principal Financial Group
27
Principal Financial Group
Iowa
$17M -$341K -3,672 -2%
MOACM
28
Mutual of America Capital Management
New York
$15.8M +$951K +10,252 +6%
ClearBridge Investments
29
ClearBridge Investments
New York
$15.3M +$508K +5,480 +3%
Prudential Financial
30
Prudential Financial
New Jersey
$15.1M +$6.28M +67,723 +71%
TCM
31
Tensile Capital Management
California
$15M +$15M +161,700 New
SAM
32
Silvercrest Asset Management
New York
$14.4M -$15.2M -164,264 -51%
TCIM
33
TIAA CREF Investment Management
New York
$14.1M +$96.6K +1,041 +0.7%
Charles Schwab
34
Charles Schwab
California
$13.9M -$8.25M -88,947 -37%
Bank of America
35
Bank of America
North Carolina
$12.3M +$5.84M +62,993 +90%
Goldman Sachs
36
Goldman Sachs
New York
$12.3M -$8.75M -94,299 -41%
PPA
37
Parametric Portfolio Associates
Washington
$12.3M +$2.02M +21,760 +20%
TSW
38
Thompson Siegel & Walmsley
Virginia
$11.1M +$11.1M +119,252 New
TC
39
Tyvor Capital
Illinois
$9.47M +$5.69M +61,398 +151%
PAIM
40
Punch & Associates Investment Management
Minnesota
$9M +$184K +1,983 +2%
Morgan Stanley
41
Morgan Stanley
New York
$8.65M +$2.01M +21,678 +30%
SGCIA
42
Smith Graham & Co Investment Advisors
Texas
$8.6M -$93.7K -1,010 -1%
Millennium Management
43
Millennium Management
New York
$7.97M -$5.39M -58,105 -40%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.7M +$1.72M +18,594 +29%
RCMC
45
RK Capital Management (Colorado)
Colorado
$6.85M -$7.43M -80,138 -52%
O
46
OppenheimerFunds
New York
$6.75M -$1.04M -11,219 -13%
Invesco
47
Invesco
Georgia
$6.51M +$181K +1,954 +3%
SAM
48
Scopus Asset Management
New York
$6.49M -$12.3M -132,733 -65%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$6.49M +$31.4K +339 +0.5%
Legal & General Group
50
Legal & General Group
United Kingdom
$6.08M +$478K +5,156 +9%
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