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Lithia Motors
LAD

Overview Fund Activity

429 hedge funds and large institutions have $8.06B invested in Lithia Motors in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.2%
New
77
Increased
144
Reduced
152
Closed
67
Calls
$35.1M
Puts
$88.5M
Net Calls
-$53.4M
Net Calls Change
-$35.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$300M
2
MP
MFN Partners
Massachusetts
$156M
3
PWAM
Park West Asset Management
California
$203M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$152M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$37M

Top Sellers

1
SHCM
Sachem Head Capital Management
New York
$0
2
Invesco
Invesco
Georgia
$61.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$112M
4
FAM
Fred Alger Management
New York
$66.9M
5
Wells Fargo
Wells Fargo
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$61.8M -$128M -430,257 -67%
HRCM
27
Hawk Ridge Capital Management
California
$59.3M +$7.39M +24,900 +14%
SCM
28
Simcoe Capital Management
New York
$59M +$3.12M +10,515 +6%
Goldman Sachs
29
Goldman Sachs
New York
$57.9M +$24.1M +81,257 +71%
IAM
30
Iridian Asset Management
Connecticut
$48.9M -$27.1M -91,418 -36%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$48.2M -$1.45M -4,871 -3%
Ameriprise
32
Ameriprise
Minnesota
$47M -$3.66M -12,314 -7%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$45.9M -$2.56M -8,629 -5%
CLG
34
Cooperman Leon G
$44.5M +$3.71M +12,500 +9%
CC
35
Chicago Capital
Illinois
$44.2M -$4.09M -13,782 -8%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$43.9M -$2.41M -8,097 -5%
AQR Capital Management
37
AQR Capital Management
Connecticut
$43.6M +$18.2M +61,585 +72%
TCM
38
Tran Capital Management
California
$41M -$4.89M -16,475 -11%
PPA
39
Parametric Portfolio Associates
Washington
$39.2M -$3.84M -12,916 -9%
WCM
40
Wedge Capital Management
North Carolina
$38.8M +$14M +46,994 +56%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$37M +$34.7M +116,845 +1,505%
ClearBridge Investments
42
ClearBridge Investments
New York
$35M -$203K -685 -0.6%
Morgan Stanley
43
Morgan Stanley
New York
$34.3M +$9.62M +32,383 +39%
Principal Financial Group
44
Principal Financial Group
Iowa
$30.6M -$479K -1,614 -2%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$30.3M -$536K -1,804 -2%
Franklin Resources
46
Franklin Resources
California
$30.3M -$5.65M -19,035 -16%
Bank of America
47
Bank of America
North Carolina
$28.5M +$6.63M +22,313 +30%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$27.7M -$15.5M -52,288 -36%
GIM
49
Granahan Investment Management
Massachusetts
$27.6M -$3.63M -12,216 -12%
Marshall Wace
50
Marshall Wace
United Kingdom
$27.2M +$17.6M +59,207 +182%
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